You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股收評:三大指數齊漲,能源板塊反彈,贛鋒鋰業漲超12%

港股今日低開高走,延續昨日反彈。恆指漲0.06%報19946.36點,國指漲0.57%報6786.02點,恆生科技指數漲1.68%報3981.14點。南下資金淨流入38.28億港元,大市成交額為1251億港元。

盤面上,大型科技股漲跌各異,快手漲超5%,京東、小米漲超3%,騰訊、阿里巴巴、百度小幅收跌;餐飲股繼續反彈,連續下跌的有色金屬股終見反彈,電力股、半導體股、石油股、軍工股、體育用品股等紛紛上漲,受政策利好影響,基建類股全天強勢,時代電氣飆升近21%表現最佳。另一方面,香港本地股走低明顯,醫美股、內房股與物管股普跌。

具體來看

大型科技股中,比亞迪電子漲近12%,快手漲5%,京東、小米漲超3%,嗶哩嗶哩漲2.85%,美團漲1.79%。

餐飲股持續反彈,奈雪的茶漲超13%,海底撈漲超11%,九毛九漲6.54%,呷哺呷哺漲5.71%。

有色金屬板塊表現活躍,贛鋒鋰業漲超12%,興發鋁業漲超9%,中國鋁業漲超7%,紫金礦業、中廣核礦業漲超5%,五礦資源、洛陽鉬業漲超4%。

贛鋒鋰業昨晚公佈業績,一季度營業收入53.65億元,同比增長233.91%;歸母淨利潤35.25億元,同比增長640.41%。

基建類股全天強勢,時代電氣飆升近21%表現最佳,中國鐵建漲4.12%,中國中鐵、中國中冶漲超3%。

消息面上,中央財經委員會第十一次會議強調,全面加強基礎設施建設構建現代化基礎設施體系,為全面建設社會主義現代化國家打下堅實基礎。

電力股普漲,華能國際電力漲超6%,華電國際電力漲近4%,中國電力、華潤電力、大唐發電紛紛上漲。

港口運輸股普漲,東方海外國際漲近8%,中遠海能漲6.79%,中遠海控漲5.31%,太平洋航運漲3.86%,海豐國際、中國外運、中遠海發漲超1%。

香港銀行股跌幅居前,恆生銀行跌3.38%,匯豐控股跌2.83%,渣打集團跌2.34%。

內房股表現低迷,旭輝控股集團跌超5%,龍光集團跌超4%,寶龍地產、萬科企業、碧桂園跌超2%。

醫藥股下跌,榮昌生物、錦欣生殖跌超5%,騰盛博藥、康希諾生物跌超4%,歌禮制藥、再鼎醫藥、百濟神州紛紛下跌。

個股方面

復星醫藥跌5.79%,報32.55港元。復星醫藥公佈,公司2022年一季度實現營業收入103.82億元,同比增長28.87%;實現歸母淨利潤4.63億元,同比下滑45.41%;基本每股收益0.18元。

中興通訊漲5.43%,報16.7港元。富瑞報吿稱,公司首季收入同比增長6.4%符合預期,毛利率同比改善2.3個百分點,按季改善6.8個百分點,核心營運利潤同比升46%大幅勝預期,給予H股目標價28.2港元且維持“買入”評級。

今日,南下資金淨流入38.28億港元,其中港股通(滬)淨流入24.10億港元,港股通(深)淨流入14.18億港元。

展望後市,光大證券認為,外部風險因素逐步出清後,“穩增長”政策發力將推動港股復甦。不過,在全球通脹取得明顯好轉之前,港股市場短期內修復空間有限,反彈預計將比較温和。

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.
uSMART
Wealth Growth Made Easy
Open Account