小智港股覆盤 | 10月12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16701點。國企指數跌0.65%,報5692點。恆生科技指數跌0.27%,報3269點。市場約595只個股上漲,1086只個股下跌。成交額突破1128.02億港幣,和昨天同期相比增長23.67%。南下資金淨流入11.36億港幣。

盤面上,菸草板塊全線走強。思摩爾國際漲超9%。思摩爾國際升7%,機構指全年業績前低後高、料爲優先反彈潛力股,9月份管理層增持約2億港元。

汽車板塊跟隨走強。理想汽車-W漲超6%;華晨中國漲超5%;小鵬汽車-W漲超4%;越南製造加工出口、比亞迪股份等多股漲超3%。北水成交淨買入3.95億,內資搶籌理想汽車-W超3億港元;大摩增持華晨中國約1266.1萬股,每股作價約2.45港元;中金指小鵬汽車產品在替換期的銷量有限,下調目標價至80港元;比亞迪股份AH股小幅揚升,擬500萬元擴建電池廠爲蘋果供貨。

電力板塊集體下挫。中國天化工跌超7%;天保能源跌超6%;長江基建集團、港燈-SS、中電控股等多股跌超4%。

飲料板塊走低。百威亞太、華潤啤酒等多股跌超3%;中國食品、西藏水資源、青島啤酒股份等多股跌超2%。中金:維持百威亞太“跑贏行業”評級,目標價降至27港元;美銀證券:維持啤酒股「買入」評級,青啤及潤啤短期盈利較好。

餐飲酒店板塊走低。佳民集團跌超25%;生活概念跌超14%;實德環球、茂盛控股、華星控股等多股跌超13%。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。
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