小智港股覆盤 | 9月15日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.44%,報18930點。國企指數漲0.59%,報6508點。恆生科技指數漲0.25%,報3963點。市場約708只個股上漲,867只個股下跌。成交額突破818.55億港幣,和昨天同期相比下跌12.71%。南下資金淨流入21.6億港幣。

盤面上,CRO板塊全線走強。藥明生物漲超6%;泰格醫藥、藥明康德等多股漲超5%;康龍化成漲超3%;方達控股漲超2%。藥明生物漲超7%領漲CRO概念股,機構稱美國生物製造法案短中期影響有限;醫藥外包概念股隨市反彈,藥明康德漲6.48%;國泰君安首予康龍化成“買入”評級,目標價70.31港元。

商業服務板塊跟隨走強。萬成環球控股漲超19%;華美樂樂漲超18%;大同集團漲超16%;人和科技漲超14%;國際永勝集團漲超10%。

海運板塊跌幅較前。信源企業集團跌超6%;東方海外國際跌超4%;海豐國際、珠江船務等多股跌超3%;中遠海控跌超2%。

電力板塊跌幅居前。江山控股跌超9%;協鑫新能源跌超6%;華電國際電力股份跌超5%;大唐發電、龍源電力等多股跌超4%。江山控股首8月總發電量同比減少3.6%;大唐發電成功發行超短期融資券,規模15億元人民幣;龍源電力高開4.20%,8月發電量同比增長27.41%。

專業服務板塊走低。中國卓銀跌超8%;今海國際跌超6%;烯石電車新材料跌超4%。

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