小智港股覆盤 | 10月20日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.4%,報16280點。國企指數跌1.53%,報5512點。恆生科技指數大跌2.37%,報3120點。市場約491只個股上漲,1109只個股下跌。成交額突破1267.76億港幣,和昨天同期相比增長49.59%。南下資金淨流入70.7億港幣。

盤面上,電腦與外圍設備板塊活躍。研祥智能漲超5%;小米集團-W、中國寶力科技、酷派集團等多股漲超1%。

航天國防板塊活躍。中航科工漲超1%。

綜合金融服務板塊活躍。中基長壽科學漲超14%;遠東宏信漲超5%;盛業漲超4%;鼎億集團投資、中關村科技租賃等多股漲超1%。中基長壽科學10月17日發行3.87億股;遠東宏信升6%,中金維持公司盈利預測及“跑贏行業”評級不變;盛業附屬擬人民幣7920萬元出售應收賬款。

CRO板塊暴跌。藥明生物、昭衍新藥等多股跌超9%;方達控股跌超6%;康龍化成、中國醫療集團等多股跌超3%。麥格理首予藥明生物「中性」評級,目標價45元;昭衍新藥高開5.12%,料首3季淨利潤增長至多164.8%;康龍化成:實控人之一樓小強質押30萬股。

娛樂板塊全線走低。環球數碼創意、YEAH YEAH GROUP等多股跌超17%;煜盛文化跌超15%;網易-S跌超8%;保利文化跌超6%。YEAH YEAH GROUP授出8560萬份購股權;交銀削網易-S目標價14.4%至167港元,維持“買入”評級。

互聯網板塊暴跌。快手-W、映宇宙、百度集團-SW等多股跌超8%;汽車之家-S跌超7%;HYPEBEAST跌超6%。匯豐研究降百度目標價至161.2元,廣告及雲計算業務中短期面臨挑戰。

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