小智港股覆盤 | 10月31日
今日，港股三大指數漲跌互現。截止收盤，恆生指數跌1.18%，報14687點。國企指數跌1.8%，報4938點。恆生科技指數漲1.05%，報2852點。市場約530只個股上漲，1123只個股下跌。成交額突破1309.92億港幣，和昨天同期相比增長5.11%。南下資金淨流入52.14億港幣。
盤面上，通信設備板塊全線走強。比亞迪電子漲超13%；ISP GLOBAL漲超4%；京信通信漲超3%；照現生態國際控股、長飛光纖光纜等多股漲超2%。比亞迪電子前三季淨利潤12.37億元人民幣，同比下降42.66%。
軟件板塊大漲靠前。塗鴉智能-W漲超14%；中彩網通控股漲超12%；金蝶國際、赤子城科技等多股漲超8%；創新奇智漲超6%。塗鴉智能-W擬11月9日舉行董事會會議審批三季度業績；金蝶國際升9%、近半月累漲30%，廣發指公司當前投資價值顯著、23Q1後料迎財報拐點；赤子城科技升10%，前三季社交板塊收入預增36%，機構指公司遊戲業務將起量、估值處於低位。
生物科技板塊走高。榮昌生物-B、昊海生物科技等多股漲超6%；康方生物-B、再鼎醫藥-B等多股漲超5%；百濟神州漲超4%。榮昌生物-B首3季營收5.70億元人民幣，同比增長397.47%；昊海生物科技前三季度淨利達1.62億元，同比減少47.91%；康方生物-B升8% 本月北水加速增持近3個百分點 AK112再獲突破性療法認定；再鼎醫藥-B：董事會審覈委員會擬11月9日審批三季度業績；因受限制股份單位獲歸屬，百濟神州發行約19.2萬股。
水務板塊全線走低。協鑫新能源跌超22%；粵海投資跌超18%；康達環保跌超8%；臺州水務跌超6%；春城熱力跌超4%。匯豐研究下調粵投目標價至8.6元，評級「買入」。
建築建材板塊全線走低。中國聯塑跌超8%；遠大中國跌超7%；中國宏光、洛陽玻璃股份等多股跌超3%；中國建築興業跌超2%。洛陽玻璃股份前三季度淨利潤2.6億元，同比減少18.34%。
CRO板塊暴跌。康龍化成跌超9%；藥明生物、昭衍新藥等多股跌超8%；泰格醫藥、中國醫療集團等多股跌超5%。康龍化成AH齊上揚，擬5.43億元收購康龍臨牀23.228%股權；北水成交淨買入42.8億，藥明生物、騰訊均獲超10億加倉；昭衍新藥漲3.63%，近日獲瑞銀增持95.96萬股；泰格醫藥第3季錄得歸上市股東淨利4.13億港元，同比下降21.56%。
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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