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小智港股覆盤 | 8月3日

今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.4%,報19767點。國企指數漲0.52%,報6736點。恆生科技指數漲1.24%,報4246點。市場約799只個股上漲,789只個股下跌。成交額突破955.18億港幣,和昨天同期相比下跌19.11%。南下資金淨流入7.19億港幣。

領跌板塊

盤面上,航天國防板塊全線走強。光啓科學漲超13%;中航科工漲超6%。港A航天軍工板塊齊走高,中航科工漲9.2%。

板塊行情

電腦與外圍設備板塊跟隨走強。知乎-W漲超8%;汽車之家-S漲超6%;寶寶樹集團漲超4%;瘋狂體育、快手-W等多股漲超3%。汽車之家-S漲近6%,小摩裏昂均預計公司三季度收入穩步回升;寶寶樹集團(01761)摘獲華富卓越投資者關係大獎2021可持續發展類大獎;國海證券維持快手-W買入評級,目標價107港元。

板塊行情

菸草板塊走低。中智藥業跌超10%;中證國際跌超7%;霸王集團、衍生集團等多股跌超5%;L'OCCITANE跌超4%。霸王集團料中期淨虧損約1580萬元人民幣;歐舒丹午後漲2.69%,花旗指其2023財年首季銷售超預期。

板塊行情

商業服務板塊走弱。中國地熱能跌超20%;正力控股跌超11%;電訊首科、寶聯控股等多股跌超7%;碧桂園服務跌超3%。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。

板塊行情

品牌零售板塊走弱。COOL LINK跌超3%;高鑫零售、力寶、領智金融等多股跌超2%;CEC INT'L HOLD跌超1%

板塊行情

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