小智港股覆盤 | 8月4日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲2.06%,報20174點。國企指數大漲2.12%,報6879點。恆生科技指數大漲3.18%,報4381點。市場約1047只個股上漲,529只個股下跌。成交額突破889.39億港幣,和昨天同期相比下跌6.89%。南下資金淨流入9.67億港幣。

盤面上,電商板塊集體拉昇。貓眼娛樂漲超6%;京東集團-SW、攜程集團-S、阿裏巴巴-SW等多股漲超5%;同程旅行漲超4%。貓眼娛樂盤中漲超10%,預期上半年股東應佔溢利約1.3億元至1.8億元;京東集團-SW升近6%,機構料收入Q2正增長、Q3指引達到13%;攜程補貼近10億人幣元助力上海「五五購物節」;阿裏績前漲逾5%,新增兩名獨董,料可助力雙重主要上市計劃。

品牌零售板塊表現強勁。利特米漲超21%;易還財務投資漲超11%;高鑫零售、香港食品投資等多股漲超6%;亨泰漲超3%。

醫療設備板塊集體拉昇。阿裏健康漲超5%;醫脈通漲超4%;醫渡科技、鷹瞳科技-B等多股漲超2%;平安好醫生漲超1%。

海運板塊走低。亞洲能源物流跌超12%;信源企業集團跌超6%;海豐國際跌超4%;東方海外國際跌超3%;潤利海事跌超2%。大和首予中遠海控及東方海外「買入」評級,航運股首選海豐國際;大和首予中遠海控及東方海外「買入」評級,航運股首選海豐國際。

航天國防板塊走弱。中航科工跌超1%。

專業服務板塊走弱。羅馬集團跌超75%;中安控股集團跌超13%;星亞控股跌超2%;WMCH GLOBAL、今海國際等多股跌超1%。

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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