小智港股覆盤 | 7月26日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲1.67%，報20905點。國企指數漲1.53%，報7185點。恆生科技指數漲1.37%，報4596點。市場約931只個股上漲，699只個股下跌。成交額突破965.38億港幣，和昨天同期相比增長8.02%。南下資金淨流入10.12億港幣。
盤面上，商業服務板塊集體拉昇。易通訊集團漲超12%；旭輝永升服務、新城悅服務、雅生活服務等多股漲超8%；碧桂園服務漲超7%。物業股隨內房股同步走高，旭輝永升服務漲8.48%領跑。
綜合消費服務板塊表現強勁。新東方在線漲超19%；曠逸國際漲超11%；新東方-S漲超8%；中國春來漲超7%；澳洲成峯高教漲超6%。新東方在線升幅擴至17%；曠逸國際擬溢價4.32%配售不超1.44億股，最多籌2088萬港元；新東方-S午後漲近7%，中金稱其市值低於手頭現金，未能反映業務價值；中國春來(1969.HK)大漲9%創歷史新高，年內已累漲約50%。
電商板塊漲幅較前。阿裏巴巴-SW漲超4%；寶尊電商-SW、友和集團等多股漲超3%；京東健康漲超2%；京東集團-SW漲超1%。軟銀過去一年大手減持阿裏巴巴3.2億股、貨值超過410億元，軟銀現升近3.5%。
CRO板塊走低。國美金融科技跌超3%；香港信貸跌超1%。
居家用品板塊走弱。時代天使跌超8%；佳兆業健康跌超4%；心通醫療-B跌超3%；康基醫療、微創機器人-B等多股跌超2%。野村下調時代天使目標價至146.97元，評級「中性」；心通醫療-B升逾5%，自主研發的經導管二尖瓣置換系統完成首例臨牀應用。
飲料板塊走弱。大成糖業跌超6%；H&H國際控股、大成食品等多股跌超5%；味丹國際、達利食品等多股跌超4%。大成生化科技：大成糖業擬配發3.055億股認購股份，總代價爲3055萬港元；富瑞降達利食品評級至「持有」，目標價下調至4.5元。
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