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小智港股覆盤 | 6月15日

今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.14%,報21308點。國企指數漲1.63%,報7452點。恆生科技指數大漲2.35%,報4703點。市場約913只個股上漲,719只個股下跌。成交額突破1490.65億港幣,和昨天同期相比增長12.04%。南下資金淨流入43.48億港幣。

領跌板塊

盤面上,綜合消費服務板塊全線走強。新東方在線漲超54%;亮晴控股漲超26%;新東方-S漲超22%;思考樂教育漲超21%;宇華教育漲超11%。新東方在線尾盤漲超55%,近四日累計漲幅超270%;回港中概股多數走強,新東方漲28.22%;宇華教育升9%領跑高職教股,機構指學額提升有助於估值修復拐點提前到來。

板塊行情

汽車板塊大漲靠前。蔚來-SW漲超12%;小鵬汽車-W漲超6%;理想汽車-W漲超4%;吉利汽車漲超3%;科軒動力控股漲超1%。海通國際予蔚來目標價172.69港元,維持“優於大市”評級;理想汽車-W(2015.HK)漲超4%,南下資金連續三日買入;吉利汽車午後漲超5%,魅族確認已被吉利收購。

板塊行情

CRO板塊漲幅較前。藥明生物漲超4%;維亞生物漲超3%;藥明康德漲超2%;昭衍新藥漲超1%。野村微降藥明生物目標價5%至95.75港元,維持“買入”評級。

板塊行情

休閒用品板塊跌幅居前。法拉帝跌超7%;佰悅集團跌超4%;本間高爾夫、德林國際等多股跌超2%;中國智能健康跌超1%

板塊行情

電力板塊走低。長江基建集團跌超4%;電能實業跌超3%;中電控股跌超1%

板塊行情

燃氣板塊走低。新奧能源、天津津燃公用等多股跌超4%;天倫燃氣跌超2%;北京控股、華潤燃氣(一百)等多股跌超1%

板塊行情

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