小智港股覆盤 | 6月24日
今日，港股三大指數集體上漲。截止收盤，恆生指數大漲2.09%，報21719點。國企指數大漲2.22%，報7629點。恆生科技指數大漲4.05%，報4844點。市場約982只個股上漲，712只個股下跌。成交額突破1484.05億港幣，和昨天同期相比增長23.1%。南下資金淨流入30.0億港幣。
盤面上，醫療設備板塊全線走強。愛康醫療漲超24%；心通醫療-B漲超23%；微創機器人-B漲超19%；微創醫療漲超16%；春立醫療漲超15%。心通醫療-B午後大漲逾19% 附屬與Medical Product Innovation訂立2022年設備採購框架協議；微創機器人-B再漲超5%，自研手術機器人完成首例5G遠程手術，擬赴科創板二次上市；微創醫療漲近3%，分拆公司微創腦科學通過聆訊；春立醫療(1858.HK)大漲15%創5個月新高，股東增持+北水加倉。
CRO板塊暴漲。藥明康德漲超11%；藥明生物、康龍化成等多股漲超10%；維亞生物漲超9%；昭衍新藥漲超8%。藥明生物升約10%，公司指未完成訂單總額增至170+億美元；維亞生物(1873.HK)回撤超4%，昨日大漲遭北水減持；昭衍新藥：姚大林累計減持1.51萬股A股，減持計劃尚未實施完畢。
菸草板塊全線走強。思摩爾國際漲超7%。中金：維持思摩爾國際“跑贏行業”評級，目標價上調8%至28港元。
有色金屬和鋼鐵板塊走弱。綠領控股跌超15%；五礦資源跌超7%；新疆新鑫礦業跌超5%；潼關黃金、中國宏橋等多股跌超4%。煤炭細價股遭資金爆炒，弘海高新資源漲超220%，綠領控股漲超75%；五礦資源：Las Bambas擬使用盈餘資金提前償還5億美元貸款。
石油天然氣板塊走弱。弘海高新資源跌超14%；能源國際投資跌超8%；南南資源、百田石油等多股跌超5%；亞美能源跌超4%。弘海高新資源一度大漲3倍，擬發行4000萬港元可換股債券；能源國際終止收購山東順東港務9.92%權益；南南資源午後漲超12倍，料年度扭虧爲盈至6600萬港元。
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