小智港股覆盤 | 9月20日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.16%,報18781點。國企指數漲1.06%,報6405點。恆生科技指數漲1.99%,報3853點。市場約854只個股上漲,713只個股下跌。成交額突破730.12億港幣,和昨天同期相比下跌19.81%。南下資金淨流入17.55億港幣。

盤面上,汽車板塊漲幅較前。小鵬汽車-W漲超8%;理想汽車-W漲超5%;蔚來-SW漲超4%;越南製造加工出口漲超3%;比亞迪股份漲超2%。小鵬汽車-W漲8.50%,城市NGP開始在廣州試點;理想汽車高開5.26%,此前獲摩通增持310.84萬股H股;海信與蔚來簽署全面戰略合作協議。

娛樂板塊跟隨走強。檸萌影視漲超9%;力天影業漲超6%;美亞娛樂資訊漲超5%;稻草熊娛樂、百奧家庭互動等多股漲超4%。次新股板塊表現強勢,檸萌影視漲7.71%。

電商板塊走高。攜程集團-S漲超5%;優趣匯控股漲超4%;京東集團-SW、京東健康等多股漲超3%;阿裏巴巴-SW漲超2%。瑞銀:首予攜程集團-S“中性”評級,目標價220港元;劉強東轉讓關聯企業股份予副總裁,野村維持京東健康和京東物流「買入」評級。

建築材料板塊走弱。高鵬礦業(新)跌超20%;中國天瑞水泥跌超3%;中國建材、山水水泥、東吳水泥等多股跌超2%。

綜合消費者服務板塊走低。

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