小智港股覆盤 | 4月4日
今日，港股三大指數集體上漲。截止收盤，恆生指數大漲2.1%，報22502點。國企指數大漲3.1%，報7770點。恆生科技指數大漲5.43%，報4769點。市場約1161只個股上漲，519只個股下跌。成交額突破1028.08億港幣，和昨天同期相比增長8.68%。
盤面上，商業服務板塊全線走強。新城悅服務漲超17%；碧桂園服務漲超16%；濱江服務漲超15%；融太集團漲超14%；偉鴻集團控股漲超13%。裏昂下調新城悅服務目標價至11.8元，評級「買入」；瑞信下調碧桂園服務目標價至45.65元，評級「跑贏大市」；濱江服務發佈2021年業績，股東應佔利潤3.22億元，同比增長46.5%，末期息每股0.473港元；偉鴻集團控股未經審覈去年盈轉虧蝕2,909萬澳門元，不派息。
互聯網醫療板塊暴漲。平安好醫生漲超10%；阿裏健康漲超9%；醫渡科技漲超6%；醫脈通漲超3%。平安好醫生3月30日耗資1029.78萬港元回購49萬股；醫脈通董事長斥269萬元增持共35.65萬股。
汽車板塊全線走強。小鵬汽車-W、理想汽車-W等多股漲超10%；比亞迪股份漲超8%；蔚來-SW漲超7%；長城汽車漲超2%。小鵬汽車高開近4%，3月小鵬汽車交付量環比增長148%；理想汽車-W高開逾4%，3月理想ONE交付量同比增長125.2%約至1.10萬輛；交銀國際維持比亞迪股份買入評級，目標價續看277港元；蔚來首季交付逾2.5萬輛創季度紀錄，年增28.5%。
半導體板塊全線走低。英特爾-T跌超14%；瑞斯康集團跌超3%；金禧國際控股跌超2%；太睿國際控股跌超1%。瑞斯康集團發佈2021年業績，股東應佔虧損5530萬元，同比降56%。
海運板塊走弱。東方海外國際跌超3%；象興國際跌超2%；中遠海控、金輝集團等多股跌超1%。
飲料板塊走弱。王朝酒業跌超4%；百威亞太跌超3%；鴻福堂跌超2%；青島啤酒股份、通天酒業等多股跌超1%。王朝酒業發佈2021年業績，股東應佔溢利3281.1萬港元，同比減少71.81%。
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。
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