小智港股覆盤 | 7月29日
今日,港股三大指數集體下跌。截止收盤,恆生指數大跌2.26%,報20156點。國企指數大跌2.78%,報6885點。恆生科技指數大跌4.86%,報4331點。市場約422只個股上漲,1221只個股下跌。成交額突破1296.41億港幣,和昨天同期相比增長43.74%。南下資金淨流出7.05億港幣。

盤面上,海運板塊走高。太平洋航運漲超9%;金輝集團漲超8%;東方海外國際漲超3%;中遠海控漲超1%。太平洋航運高開逾6%,中期純利同比增長1.9倍至4.65億美元,合計派息52港仙。

造紙林業板塊活躍。綜合環保集團、玖龍紙業等多股漲超2%。

娛樂板塊全線走低。思摩爾國際跌超6%。

電商板塊暴跌。京東健康、喆麗控股、寶尊電商-SW等多股跌超8%;美團-W、阿裏巴巴-SW等多股跌超6%。

電腦與外圍設備板塊多數下跌。豆盟科技跌超12%;汽車之家-S跌超8%;寶寶樹集團、快手-W等多股跌超7%;映客跌超6%。汽車之家-S午後升3.12%,瑞信將其H股目標價上調至81港元;“她經濟”扛起母嬰消費大旗,寶寶樹(1761.HK)C2M打開市場新增量;國海證券維持快手-W買入評級,目標價107港元。

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