小智港股覆盤 | 4月27日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.06%,報19946點。國企指數漲0.57%,報6786點。恆生科技指數漲1.68%,報3981點。市場約863只個股上漲,766只個股下跌。成交額突破1251.46億港幣,和昨天同期相比增長1.92%。南下資金淨流入28.28億港幣。

盤面上,菸草板塊全線走強。思摩爾國際漲超8%。東方財富首予思摩爾國際“增持”評級,中興通訊獲瑞信看高至25.5港元。

建築材料板塊暴漲。智欣集團控股漲超26%;陸氏集團(越南)漲超8%;中國建材漲超7%;山水水泥、海螺水泥等多股漲超6%。智欣集團大股東向獨立第三方出售共9,000萬股;中國建材:天山水泥第一季度歸母淨利約10.23億元,同比減少23.39%;山水水泥第一季度股東應佔虧損約3.62億元,同比擴大約44.35%。

電氣設備板塊全線走強。時代電氣漲超20%;東方電氣漲超6%;東北電氣漲超5%;中國蜀塔、金力集團等多股漲超4%。時代電氣第一季度股東應佔淨利潤3.41億元,同比增加31.01%;東北電氣:法院裁定海航集團等321家公司重整計劃執行完畢。

房地產板塊走弱。信基沙溪跌超68%;星星集團跌超14%;裕田中國、福晟國際等多股跌超9%;中泛控股跌超7%。福晟國際:清盤呈請聆訊押後至5月2日。

銀行板塊走弱。恆生銀行跌超3%;匯豐控股、渣打集團等多股跌超2%;甘肅銀行、大新金融等多股跌超1%。永義國際附屬購入恆生銀行股票掛鉤票據,涉資600萬元。

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