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小智港股覆盤 | 6月29日

今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.88%,報21996點。國企指數大跌2.52%,報7694點。恆生科技指數大跌3.27%,報4937點。市場約582只個股上漲,1089只個股下跌。成交額突破1608.27億港幣,和昨天同期相比下跌8.58%。南下資金淨流入33.49億港幣。

領跌板塊

盤面上,複合型公用事業板塊走高

板塊行情

汽車板塊全線走低。蔚來-SW跌超11%;長城汽車跌超9%;理想汽車-W、吉利汽車等多股跌超8%;小鵬汽車-W跌超7%。長城汽車:“長汽轉債”的轉股價調整爲37.84元/股;理想汽車-W低開7%,擬增發ADS籌資20億美元;中信證券上調吉利汽車目標價至25港元,看好帝豪L雷神動力版銷量前景;中金上調小鵬汽車目標價至177元,評級「跑贏行業」。

板塊行情

機械製造板塊暴跌。力勁科技跌超20%;震雄集團跌超14%;京城機電股份跌超10%;創科實業、中集車輛等多股跌超6%。力勁科技低開逾6%,年度純利約6.26億港元,市前現一宗大手成交涉資約6.31億;震雄集團年度純利升5%至2.13億港元,末期息11.6港仙;京城機電拉昇19%,公司A股漲停,儲氫氣瓶實現批量應用;創科實業漲3.49%,瑞銀指其估值及風險回報具吸引力。

板塊行情

海運板塊多數下跌。太平洋航運跌超7%;海豐國際跌超6%;東方海外國際、中遠海控等多股跌超3%;榮豐億控股跌超1%。多隻航運股逆市向上,中遠海控漲3.54%。

板塊行情

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