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小智港股覆盤 | 5月19日

今日,港股三大指數集體下跌。截止收盤,恆生指數大跌2.54%,報20120點。國企指數大跌2.68%,報6899點。恆生科技指數大跌3.98%,報4090點。市場約532只個股上漲,1081只個股下跌。成交額突破1211.15億港幣,和昨天同期相比增長7.49%。南下資金淨流入53.28億港幣。

領跌板塊

盤面上,公路與鐵路板塊走高

板塊行情

互聯網板塊全線走低。騰訊控股跌超6%;知乎-W跌超4%;百度集團-SW跌超3%;快手-W跌超2%;羚邦集團跌超1%。招銀削騰訊控股目標價至480港元,指季績遜預期料短期內股價承壓;知乎啓動海鹽計劃4.0,擬透過近1億人幣初始基金獎勵創作者;百度旗下崑崙芯據報計劃融資20億元人幣。

板塊行情

電商板塊暴跌。阿裏巴巴-SW跌超7%;同程旅行跌超6%;美團-W、京東集團-SW、貓眼娛樂等多股跌超3%。北水成交淨買入8.06億,中海油、美團-W繼續獲內資增持;麥格理削京東集團-SW目標價6.6%至370港元,維持“跑贏大市”評級。

板塊行情

電腦與外圍設備板塊多數下跌。中國寶力科技跌超7%;聯想集團跌超5%;小米集團-W跌超4%;華顯光電、聯想控股等多股跌超3%。麥格理削聯想集團目標價12.7%至8.02港元,降至“中性”評級;大摩下調小米目標價至14元,降比亞迪電子評級至「與大市同步」。

板塊行情

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