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小智港股覆盤 | 4月11日

今日,港股三大指數集體下跌。截止收盤,恆生指數大跌3.03%,報21208點。國企指數大跌3.76%,報7208點。恆生科技指數大跌5.24%,報4191點。市場約323只個股上漲,1417只個股下跌。成交額突破1222.82億港幣,和昨天同期相比增長18.57%。南下資金淨流入6819.32萬港幣。

領跌板塊

盤面上,居家用品板塊走高

板塊行情

汽車板塊全線走低。長城汽車跌超13%;蔚來-SW跌超11%;小鵬汽車-W跌超9%;理想汽車-W跌超8%;比亞迪股份跌超7%。花旗維持長城汽車24.8港元目標價,指其3月銷量表現中性;大和引述蔚來料停產最多10天,該行料影響月產量最多3,300輛;比亞迪漢家族四款新車上市,售價介乎21.6萬至33萬人幣。

板塊行情

生物科技板塊暴跌。榮昌生物-B、百濟神州等多股跌超11%;中國再生醫學跌超10%;歌禮制藥-B、信達生物等多股跌超8%。大和下調榮昌生物目標價19.3%至92港元,料其2022年收入低於預期;百濟神州4月7日根據股份獎勵計劃增發6266股;歌禮制藥-B:FXR激動劑ASC42治療原發性膽汁性膽管炎的II期臨牀試驗完成首例患者給藥;瑞銀下調信達生物目標價至43元,評級「買入」。

板塊行情

商業服務板塊全線走低。東駿控股跌超17%;金茂源環保跌超16%;碧桂園服務跌超9%;信能低碳跌超8%;新城悅服務跌超7%。金茂源環保簽訂廢水處理廠建設協議,涉7,470萬人幣;小摩增持碧桂園服務約495.16萬股,每股作價約31.31港元。

板塊行情

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