小智港股覆盤 | 4月12日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.52%,報21319點。國企指數漲0.78%,報7264點。恆生科技指數漲1.4%,報4249點。市場約862只個股上漲,838只個股下跌。成交額突破1283.53億港幣,和昨天同期相比增長4.96%。南下資金淨流入17.03億港幣。

盤面上,信息技術板塊全線走強。中國軟件國際、索信達控股等多股漲超8%;萬國數據-SW、東方支付集團控股等多股漲超7%;中國民航信息網絡漲超5%。中國軟件國際4月11日耗資2941.2萬港元回購500萬股;索信達控股向56名僱員授出158.3萬份購股權;國泰君安:予中國民航信息網絡目標價24.2港元,價值被低估建議逆向“增持”。

航空板塊暴漲。中國國航漲超6%;中國東方航空股份漲超5%;中國南方航空股份、國泰航空等多股漲超4%。大和下調國航目標價至6.5元,評級「買入」。

娛樂板塊集體拉昇。指尖悅動漲超20%;SDM教育漲超17%;永勤集團控股-舊漲超14%;嗶哩嗶哩-SW、比高集團(新)等多股漲超12%。回港中概股多數走高,嗶哩嗶哩反彈升逾9%。

能源設備板塊跌幅居前。海隆控股跌超22%;巨濤海洋石油服務跌超6%;宏華集團、華油能源等多股跌超5%;達力普控股跌超4%。海隆控股續升22%,去年成功扭虧,風電項目已貢獻現金流;達力普控股4月11日回購12.2萬股。

造紙林業板塊走弱。世大控股跌超5%;綠心集團、玖龍紙業等多股跌超2%;理文造紙跌超1%。

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