小智港股覆盤 | 8月10日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.96%,報19610點。國企指數大跌2.22%,報6644點。恆生科技指數大跌2.83%,報4173點。市場約371只個股上漲,1234只個股下跌。成交額突破892.72億港幣,和昨天同期相比增長8.63%。南下資金淨流入12.8億港幣。

盤面上,信息技術服務、信息技術服務等板塊走高。

生物科技板塊全線走低。藥明生物跌超9%;昭衍新藥跌超6%;康龍化成、方達控股等多股跌超5%;金斯瑞生物科技跌超4%。野村上調藥明生物目標價至97.78元,評級「買入」;康龍化成:實控人及其一致行動人擬減持不超2775.47萬股A股;金斯瑞生物科技預期上半年非細胞療法業務經調整淨利潤約2900萬美元至3180萬美元。

汽車板塊集體下挫。科軒動力控股跌超13%;蔚來-SW跌超7%;小鵬汽車-W跌超5%;理想汽車-W跌超4%;長城汽車跌超3%。小鵬汽車漲超4%,與阿裏雲合建的智算中心“扶搖”落地烏蘭察布;麥格理升理想汽車目標價13%至142.6港元,維持“跑贏大市”評級;長城汽車:7月份汽車銷量約10.19萬輛,同比增長11.32%。

商業服務板塊跌幅居前。旭輝永升服務跌超9%;人和科技跌超7%;新城悅服務跌超6%;碧桂園服務、佳源服務等多股跌超5%。恆生指數午間收漲0.91%報20228.71點,物業股強勢上漲,碧桂園服務漲6.94%。

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