小智港股覆盤 | 5月27日
今日，港股三大指數集體上漲。截止收盤，恆生指數大漲2.89%，報20697點。國企指數大漲2.98%，報7082點。恆生科技指數大漲3.8%，報4186點。市場約968只個股上漲，673只個股下跌。成交額突破1200.55億港幣，和昨天同期相比增長25.7%。南下資金淨流入4.09億港幣。
盤面上，電商板塊全線走強。寶尊電商-SW漲超31%；阿裏巴巴-SW漲超12%；同程旅行、攜程集團-S等多股漲超7%；京東集團-SW漲超5%。寶尊電商-SW一季度交易總額(GMV)169.98億元，按年增加28.4%；大和：重申阿裏巴巴-SW“買入”評級，目標價降6.5%至145港元；裏昂下調同程旅行目標價至16元，評級「跑贏大市」；京東漲4.76%，完成認購京東物流2.6億股普通股。
CRO板塊暴漲。藥明生物漲超7%；中國醫療集團、康龍化成等多股漲超6%；藥明康德漲超4%；泰格醫藥漲超3%。瑞銀：維持藥明生物“買入”評級，目標價110.67港元；康龍化成回購及註銷13.2萬股限制性A股股票；藥明康德：合共約190.58萬份股票期權可開始行權；泰格醫藥將派2021年度末期股息每10股5元。
娛樂板塊漲幅較前。煜盛文化漲超13%；ITP HOLDINGS漲超11%；嗶哩嗶哩-SW、環球數碼創意等多股漲超6%；中國數字視頻漲超5%。煜盛文化漲超4%，近日獲Eastern Pearl Capital增持1075.6萬股；中國數字視頻擬900萬元出售北京錦頌創逸技術科技的全部股權。
電力板塊走弱。中國電力、大唐新能源等多股跌超3%；大唐發電、龍源電力、北控清潔能源集團等多股跌超2%。電力股普遍造好，中國電力漲3.37%；大唐新能源發行10億元票據。
航天國防板塊走弱。中航科工跌超1%。
食品零售板塊走弱。佳華百貨控股跌超12%；欣融國際跌超3%；高鑫零售、亨泰、萬隆控股集團等多股跌超2%。
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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