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熱點掃描 | 煤炭股快速拉昇,綠領控股漲7.8%

uSMART盈立智投8月9日消息,截止發稿,港股三大指數齊跌,恆生指數跌0.46%,報19954.37點,成交額236.7億;國企指數跌0.42%,報6793.64點,成交額65.65億;紅籌指數跌0.16%,報3604.21點,成交額7.02億。

半導體板塊走低,晶門半導體跌超3%,華虹半導體跌超2%,ASMPT、上海復旦、中芯國際跟跌;

地產股漲幅擴大,其中佳源國際控股漲8%,民生國際漲超6%,建業地產漲5%,萬科企業漲近2%;

節假日概念股走軟,攜程集團跌近4%,消息面上,海南三亞、海口、新疆、西藏等暑期旅遊熱門地相繼發生疫情,美團跌超2%,周黑鴨跌近2%,華住集團跌1.6%,京東物流跌1.3%;

煤炭股快速拉昇,綠領控股漲7.8%、伊泰煤炭漲4.9%、中煤能源漲3.8%,國際能源署稱,2022年的全球煤炭消費將略有上升,預計將回到近十年的創紀錄水平,有券商表示,從迎峯度夏期間的產能利用率來看,當前已經達到煤礦生產供應的高位狀態,供給端已無增長彈性,而用煤需求仍處於增長狀態,在經濟不出現明顯衰退的前提下,煤炭供需偏緊格局不會發生根本性改變,考慮到煤企高利潤有望長期持續、高現金流背景下不斷提高分紅比例,煤炭板塊正在迎來業績、估值的戴維斯雙擊。

熱門股

昨日收跌近10%的新東方在線今日盤中反彈,一度漲超4%,針對“東方甄選遭遇抖音限流”的傳聞,新東方在線迴應稱,沒有接到抖音限流通知,目前,公司在大力發展自營產品,相關內容會在接下來的財報裏披露,新東方在線將於8月26日公佈財報,抖音電商相關負責人也表示不存在對東方甄選限流的情況,東方甄選是抖音電商優質生態中的一個代表性商家,抖音電商鼓勵類似優質直播間在平臺持續經營與發展;

華人置業直線拉昇漲超7%,報2.3港元創一個半月新高,總市值44.45億港元,公司昨晚發佈盈喜公告,預期上半年錄得收入增加58%至68%,以及溢利7.8億至9.6億元,去年同期錄得虧損3700萬元,集團認爲,收入顯著增加及產生溢利,是來自於一項非上市股本證券之股息收入、投資物業之公平值變動轉虧爲盈等。

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