小智港股覆盤 | 10月5日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲5.9%,報18087點。國企指數大漲6.28%,報6224點。恆生科技指數大漲7.54%,報3685點。市場約1350只個股上漲,398只個股下跌。成交額突破1054.68億港幣,和昨天同期相比增長66.53%。

盤面上,服裝紡織板塊全線走強。德運控股漲超32%;申酉控股漲超15%;時計寶漲超14%;申洲國際漲超13%;安踏體育漲超10%。交銀削申洲國際目標價11.7%至92.7港元,維持“買入”評級;大摩:北京馬拉鬆11月復辦,看好安踏體育及李寧。

電商板塊暴漲。京東集團-SW漲超10%;京東健康漲超9%;阿裏巴巴-SW、美團-W等多股漲超8%;中國儒意漲超7%。恆生指數漲超5%、恆生科技指數漲幅擴大至7%,京東集團漲9.82%;交銀削阿裏巴巴目標價20.5%至120港元,維持“買入”評級;恆生科技指數漲幅擴大逾7%,美團-W、阿裏巴巴-SW均漲近8%。

生物科技板塊全線走強。康方生物-B漲超17%;和鉑醫藥-B、加科思-B等多股漲超14%;昊海生物科技、百濟神州等多股漲超12%。和鉑醫藥-B:HBM4003 Ib/II期試驗完成向最後一名患者的首次給藥;加科思-B升6% JAB-21822完成II期關鍵性臨牀首例患者給藥;百濟神州擬使用不超過14億元人民幣的暫時閒置募集資金進行現金管理。

綜合金融服務板塊走低。

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