小智港股覆盤 | 11月1日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲5.23%,報15455點。國企指數大漲5.49%,報5209點。恆生科技指數大漲7.8%,報3075點。市場約1203只個股上漲,475只個股下跌。成交額突破1538.12億港幣,和昨天同期相比增長17.42%。南下資金淨流入74.37億港幣。

盤面上,互聯網板塊全線走強。快手-W漲超15%;騰訊控股漲超10%;微博-SW漲超9%;百度集團-SW、魯大師等多股漲超7%。華泰證券下調快手目標價30%至87.45港元,維持“買入”評級;遊戲股多數走強,騰訊漲9.44%,機構料遊戲板塊Q4迎來業績拐點。

電商板塊暴漲。攜程集團-S、美團-W等多股漲超11%;貓眼娛樂漲超10%;同程旅行漲超9%;京東集團-SW漲超8%。中信建投首予攜程“買入”評級,目標價看高至224.59港元;美團-W,[03690],現報137.4港元,上漲幅達,10.10%;招銀國際予同程旅行目標價18.2港元,看好下沉市場長期潛力;恆生指數高開1.18%報14859點,科技股走強,京東集團漲3.03%。

餐飲酒店板塊全線走強。富盈環球集團漲超23%;龍皇集團漲超20%;生活概念漲超14%;華住集團-S、金界控股等多股漲超13%。生活概念供股獲認購約19.3%;高盛微降華住集團目標價0.5%至38.4港元,維持“買入”評級。

綜合金融服務板塊走弱。嘉進投資國際跌超5%;海通恆信跌超4%;遠東宏信跌超3%;中國金融發展跌超2%;山高控股跌超1%。遠東宏信漲3.21%,招銀國際指其淨息差的改善會持續至第四季度。

休閒設備與用品板塊走低。

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