小智港股覆盤 | 3月24日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.94%，報21945點。國企指數跌1.4%，報7528點。恆生科技指數大跌2.95%，報4609點。市場約867只個股上漲，848只個股下跌。成交額突破1499.54億港幣，和昨天同期相比下跌15.44%。南下資金淨流出8.15億港幣。
盤面上，CRO板塊全線走強。昭衍新藥漲超9%；藥明生物、康龍化成等多股漲超6%；奧星生命科技漲超5%；藥明康德漲超4%。昭衍新藥將於3月30日舉行董事會會議以審批年度業績；花旗維持洛陽鉬業“買入”評級，藥明生物獲機構予目標價110.7港元；藥明康德去年股東應佔淨利潤50.97億元，同比增長72.2%。
有色金屬和鋼鐵板塊表現強勁。南方錳業漲超28%；俄鋁、鐵貨等多股漲超14%；西王特鋼漲超13%；新疆新鑫礦業漲超11%。俄鋁尾盤直線拉昇逾10%，此前簽訂新運輸合約及新鋁廢料銷售合約；西王特鋼3月31日董事會考慮及批準年度業績。
化學制品板塊漲幅較前。華寶國際漲超14%；中國心連心化肥、保寶龍科技等多股漲超10%；興業新材料漲超9%；阜豐集團漲超8%。保寶龍科技年度純利減少66%至1809萬港元，末期息0.94港仙；興業新材料全年盈轉虧蝕1,821萬元人民幣；阜豐集團擬3月30日舉行董事會會議審覈年度業績。
互聯網板塊全線走低。豆盟科技跌超16%；騰訊控股、天鴿互動、萬咖壹聯等多股跌超5%；快手-W跌超4%。豆盟科技預計2021年淨虧損約1.05億-1.15億元；大和下調騰訊目標價至580元，評級「買入」；天鴿互動擬3月30日舉行董事會會議審覈年度業績；快手電商女裝超級主播日GMV近7億。
商業服務板塊多數下跌。華聯國際跌超13%；HM INTL HLDGS跌超12%；ECI TECH、竣球控股等多股跌超8%；中國地熱能跌超7%。華聯國際3月31日舉行董事會會議審批年度業績；HM INTL HLDGS全年虧轉盈賺388.4萬元，派末期息0.75仙。
電商板塊跌幅較前。美團-W跌超5%；寶尊電商-SW、京東集團-SW等多股跌超4%；暢由聯盟、年年卡等多股跌超3%。美團（03690）大升半成，200元有貨怎佈署；年年卡將於3月30日舉行董事會會議以審批年度業績。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
