小智港股覆盤 | 7月5日
今日，港股三大指數漲跌互現。截止收盤，恆生指數漲0.1%，報21853點。國企指數跌0.07%，報7642點。恆生科技指數跌0.47%，報4861點。市場約691只個股上漲，943只個股下跌。成交額突破1226.14億港幣，和昨天同期相比下跌6.72%。南下資金淨流出20.2億港幣。
盤面上，CRO板塊全線走強。康龍化成漲超7%；藥明生物漲超6%；昭衍新藥、藥明康德、金斯瑞生物科技等多股漲超3%。康龍化成獲實際控制人樓小強質押33萬股A股；CRO概念股漲幅居前，藥明生物漲超7%，藥明康德漲超5%；昭衍新藥漲超10%領漲CRO概念股，藥品管理法實施條例大修，多角度鼓勵藥物創新；CRO概念股漲幅居前，藥明生物漲超7%，藥明康德漲超5%；金斯瑞生物科技擬2.6億元收購鎮江市科技園開發區物業，擬用作集團工廠以擴大生物製劑產品產能。
互聯網醫療板塊大漲靠前。醫渡科技漲超10%；阿裏健康漲超4%；中智全球漲超1%。醫渡科技漲8.68%，多家機構仍看好其增長前景；恆生指數午間收漲0.57%報21955點，互聯網醫療股走高，阿裏健康漲5.84%。
食品零售板塊活躍。利特米漲超20%；美捷匯控股漲超5%；CEC INT'L HOLD、欣融國際等多股漲超3%；北京京客隆漲超2%。
電子板塊跌幅較前。融科控股跌超64%；彩虹新能源、通達宏泰等多股跌超6%；通達集團跌超5%；舜宇光學科技跌超4%。
電腦與外圍設備板塊走低。海航科技投資跌超14%；小米集團-W、研祥智能、栢能集團等多股跌超3%；酷派集團跌超2%。高盛維持小米集團“買入”評級，指小米12S系列助力品牌高端化；栢能集團擬購買20個停車位。
建築建材板塊走低。洛陽玻璃股份跌超5%；佳辰控股、世界(集團)等多股跌超4%；中國聯塑、中國玻璃等多股跌超2%。中金：首予洛陽玻璃股份“跑贏行業”評級，目標價16.5港元。
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