小智港股覆盤 | 5月5日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.36%,報20793點。國企指數跌0.28%,報7117點。恆生科技指數跌0.14%,報4258點。市場約729只個股上漲,915只個股下跌。成交額突破1007.26億港幣,和昨天同期相比增長39.03%。南下資金淨流出8.51億港幣。

盤面上,菸草板塊漲幅較前。思摩爾國際漲超3%。安信證券:首予思摩爾國際“買入”評級,目標價24.75港元。

飲料板塊跟隨走強。百威亞太漲超6%;香港生力啤漲超5%;通天酒業、鴻福堂、新絲路文旅等多股漲超1%。百威亞太首季股權持有人應佔正常化溢利3.04億元,同比增長28.81%。

百貨零售板塊活躍。歲寶百貨漲超9%;世紀金花、利福國際等多股漲超5%;先施、利福中國等多股漲超1%。

CRO板塊集體下挫。昭衍新藥跌超6%;藥明康德、藥明生物等多股跌超5%;金斯瑞生物科技跌超3%;維亞生物跌超2%。昭衍新藥擬8.3億元收購英茂生物科技100%股權,以降低實驗模型供應中斷可能帶來的風險及負面影響;藥明康德獲摩根大通增持76.76萬股。

建築建材板塊走低。遠大中國跌超10%;中國聯塑、中國宏光等多股跌超3%;捷心隆、中國建築興業等多股跌超1%。

電氣設備板塊走低。天臣控股跌超7%;時代電氣跌超6%;天寶集團跌超5%;東方電氣、偉能集團等多股跌超3%。中國中車香港資本管理有限公司增持時代電氣490.24萬股,每股作價約29.65港元;東方電氣第一季度股東應佔利潤9.26億元,同比增長46.31%。

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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