小智港股覆盤 | 8月23日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.78%,報19503點。國企指數跌0.69%,報6648點。恆生科技指數跌0.26%,報4141點。市場約577只個股上漲,1012只個股下跌。成交額突破866.31億港幣,和昨天同期相比增長4.26%。南下資金淨流出2.92億港幣。

盤面上,CRO板塊走高。國美金融科技漲超3%。

石油天然氣板塊跟隨走強。南南資源漲超21%;絲路能源漲超12%;MI能源漲超10%;伊泰煤炭漲超8%;百田石油漲超5%。煤炭股強勢走高,南南資源漲25%。

航空貨運板塊活躍。快狗打車漲超20%;中國農業生態漲超5%;長安民生物流漲超3%;圓通速遞國際漲超2%;中國海洋發展漲超1%。快狗打車尾盤漲超20%,獲納入恆生綜合指數成份股。

半導體板塊跌幅較前。北控水務集團跌超9%;粵海投資跌超2%;上海實業環境、中國水業集團、雲南水務等多股跌超1%。北控水務集團預期上半年純利同比減少約70%。

生物科技板塊走低。昭衍新藥、康龍化成等多股跌超5%;方達控股、藥明康德等多股跌超4%;泰格醫藥跌超3%。康龍化成:主要股東減持計劃期限屆滿,合共減持2719.81萬股。

機械製造板塊走低。森鬆國際、力勁科技等多股跌超6%;創科實業跌超4%;東江集團控股跌超3%;煜榮集團跌超2%。森鬆國際(2155.HK)續漲5%,中期淨利同比增約111.8%;國泰君安首予力勁科技“買入”評級,目標價18.84港元;創科實業漲超6%,汽車及家電消費優惠政策持續發力,機構稱仍看好公司市場份額優勢。

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