小智港股覆盤 | 7月28日
今日,港股三大指數漲跌互現。截止收盤,恆生指數跌0.23%,報20622點。國企指數跌0.13%,報7082點。恆生科技指數漲0.35%,報4552點。市場約835只個股上漲,699只個股下跌。成交額突破901.91億港幣,和昨天同期相比增長3.39%。南下資金淨流出6162.95萬港幣。

盤面上,綜合消費服務板塊全線走強。新東方在線漲超16%;天立國際控股漲超10%;新東方-S、中國春來等多股漲超9%;中國生命集團漲超8%。新東方在線尾盤漲超15%,天風證券料東方甄選等機構具備較好的成長前景;天立國際控股升10%領跑板塊,機構指教育行業預期及基本面持續改善;新東方-S績後升5%,新業務將產生可觀收入,擬開展至多4億美元回購;中國春來(1969.HK)大漲超12%續創歷史新高,年內已累漲超60%。

商業服務板塊跟隨走強。中邦環境漲超12%;電訊首科漲超11%;金涌投資漲超10%;碧桂園服務漲超6%;浦江中國漲超5%。北水成交淨買入2.74億,內資逢低搶籌碧桂園服務超4億港元。

銀行板塊走高。海通恆信漲超9%;中國船舶租賃漲超8%;國際資源漲超3%;遠東宏信漲超2%;第一太平漲超1%。海通恆信斥資約16.73億元收購上海物業。

電商板塊走弱。福祿控股跌超2%;阿裏巴巴-SW、京東集團-SW、美團-W等多股跌超1%。

醫療保健設備與用品板塊走低。

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