小智港股覆盤 | 7月20日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.11%,報20890點。國企指數漲1.15%,報7179點。恆生科技指數漲1.56%,報4576點。市場約916只個股上漲,693只個股下跌。成交額突破893.04億港幣,和昨天同期相比增長6.34%。南下資金淨流入10.12億港幣。

盤面上,機械製造板塊漲幅較前。鄭煤機漲超15%;華章科技漲超12%;創科實業漲超7%;中船防務漲超5%;東江集團控股漲超4%。鄭煤機AH股齊走強,擬公開摘牌聯合受讓洛軸公司43.33%股權;創科實業回升7%,機構料公司22H1業績增長持平、整體表現優於行業;中船防務AH股均漲超6%,主營造船業務增長邏輯明顯。

通信設備板塊大漲靠前。美亞娛樂資訊漲超10%;邵氏兄弟控股漲超7%;嗶哩嗶哩-SW漲超6%;A8新媒體漲超5%;中手遊漲超4%。新華匯富金融沽逾5.6萬股嗶哩嗶哩,錄虧損100萬元。

航天國防板塊走高。中航科工漲超3%。中航科工:中直股份預期上半年股東應佔利潤1400萬元至1700萬元。

CRO板塊全線走低。國美金融科技跌超7%。

汽車板塊走低。理想汽車-W跌超7%;小鵬汽車-W跌超3%;蔚來-SW跌超2%;北京汽車跌超1%。恆生指數午間收漲0.24%報20848點,醫藥股、汽車股回升,理想汽車漲4.90%。

菸草板塊走弱。自然美跌超5%;德寶集團控股、L'OCCITANE等多股跌超3%;霸王集團跌超1%。自然美預期上半年淨虧損約2360萬港元,盈轉虧。

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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