小智港股覆盤 | 9月5日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌1.16%，報19225點。國企指數跌1.42%，報6577點。恆生科技指數跌1.92%，報4063點。市場約509只個股上漲，1129只個股下跌。成交額突破984.4億港幣，和昨天同期相比下跌10.67%。南下資金淨流入28.84億港幣。
盤面上，能源設備板塊漲幅較前。山東墨龍漲超11%；中海油田服務漲超7%；安東油田服務漲超2%；華油能源、中石化油服等多股漲超1%。山東墨龍升13%、公司A股漲停，機構看好油服裝備估值修復機會；中海油田服務逆市漲2.62%，此前獲貝萊德增持127.8萬股。
石油天然氣板塊大漲靠前。兗煤澳大利亞漲超16%；兗礦能源漲超12%；中遠海能漲超10%；中煤能源、伊泰煤炭等多股漲超8%。煤炭股漲幅持續擴大，兗煤澳洲、兗礦能源均漲超13%；煤炭股漲幅持續擴大，兗煤澳洲、兗礦能源均漲超13%；中遠海能漲超7%，二季度盈利環比大幅改善，VLCC運價有望大幅回升；高盛升中煤目標價至7.8元，評級「中性」。
造紙林業板塊活躍。脈資資源漲超26%；綜合環保集團漲超8%；玖龍紙業漲超2%。
綜合消費服務板塊暴跌。天立國際控股跌超20%；金匯教育跌超18%；新東方在線跌超15%；思考樂教育、易緯集團等多股跌超11%。Education stocks strengthened significantly on the first day of school today. Tianli International Holdings rose，10.34%.；新東方在線(1797.HK)11連升，東方甄選3個月帶貨20億元，自營產品正面向全國佈局。
汽車板塊多數下跌。吉利汽車跌超7%；蔚來-SW跌超6%；比亞迪股份跌超5%；慶鈴汽車股份、小鵬汽車-W等多股跌超4%。吉利旗下極氪汽車8月交付7166輛，環比增長42.7%；蔚來-SW8月交付10677輛汽車，同比增長81.6%；華創證券：維持比亞迪股份“強推”評級，目標價404.4港元；小鵬汽車：8月交付量爲9578輛，同比增長33%。
生物科技板塊跌幅居前。藥明巨諾-B跌超29%；康寧傑瑞製藥-B跌超11%；嘉和生物-B跌超9%；加科思-B、復宏漢霖等多股跌超8%。藥明巨諾-B上半年營收6600萬元，研發開支增至1.96億元；康寧傑瑞製藥-B漲超5%，上半年實現收入5356.9萬元，交銀國際維持“買入”評級；加科思-BCD73單克隆抗體JAB-BX102完成首例患者給藥。
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