小智港股覆盤 | 5月11日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.97%,報19824點。國企指數漲1.67%,報6769點。恆生科技指數大漲2.89%,報4019點。市場約874只個股上漲,757只個股下跌。成交額突破1261.52億港幣,和昨天同期相比下跌12.2%。南下資金淨流入62.92億港幣。

盤面上,汽車板塊全線走強。理想汽車-W漲超9%;比亞迪股份漲超8%;吉利汽車漲超6%;長城汽車、小鵬汽車-W等多股漲超5%。美銀證券下調理想汽車目標價至129元,評級「買入」;匯豐研究上調比亞迪目標價至342元,評級「買入」;瑞信下調吉利目標價至12.5元,評級「中性」;瑞信:維持長城汽車“跑贏大市”評級,目標價22港元。

CRO板塊暴漲。藥明生物漲超6%;泰格醫藥、昭衍新藥、金斯瑞生物科技等多股漲超5%;中國醫療集團漲超3%。泰格醫藥遭摩根大通減持38.73萬股;昭衍新藥獲UBS Group AG增持4.54萬股;中國醫療集團發佈一季度業績,股東應佔溢利728.9萬元,同比減少44.7%。

菸草板塊全線走強。思摩爾國際漲超5%。思摩爾國際取消授出1202.9萬份購股權。

海運板塊走弱。信源企業集團、勇利投資等多股跌超2%;海豐國際、太平洋航運、永豐集團控股等多股跌超1%。

綜合金融服務板塊走低。

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