小智港股覆盤 | 11月2日
今日，港股三大指數集體上漲。截止收盤，恆生指數大漲2.41%，報15827點。國企指數大漲2.79%，報5355點。恆生科技指數大漲2.65%，報3156點。市場約1064只個股上漲，423只個股下跌。成交額突破1060.17億港幣，和昨天同期相比下跌31.07%。南下資金淨流入76.73億港幣。
盤面上，菸草板塊全線走強。思摩爾國際漲超19%。北水成交淨買入55.71億，電子煙消費稅落地，內資加倉思摩爾國際近1.5億港元。
製藥板塊暴漲。康希諾生物漲超63%；華領醫藥-B漲超23%；培力農本方漲超20%；先聲藥業漲超16%；石藥集團漲超13%。康希諾生物低開近8%，三季度營收利潤雙降，前三季存貨計提減值超5億元；華領醫藥-B漲超10% GKA首創新藥華堂寧®實現首單處方銷售；培力農本方續漲14%，機構指中藥配方顆粒行業迎來新一輪量價齊升；先聲藥業：SIM0237(抗PD-L1/IL-15雙特異性抗體)新藥臨牀試驗申請獲FDA批準；石藥集團早盤漲超5%，ADC藥物獲臨牀試驗批準。
餐飲酒店板塊全線走強。佳民集團漲超28%；海倫司漲超17%；美高梅中國漲超14%；百勝中國、太平洋酒吧等多股漲超13%。多重利好疊加發酵，博彩股整體再度表現強勢，美高梅中國漲11.14%；百勝中國第三季度淨利潤同比增加98%至2.06億美元，每股現金股息0.12美元；太平洋酒吧發盈喜，預期中期稅後淨利約150萬-250萬港元，同比扭虧爲盈。
包裝印刷板塊走低。錦勝集團(控股)跌超16%；透雲生物跌超13%；中糧包裝跌超6%；硅鑫集團、陽光紙業等多股跌超1%。
電力板塊走低。龍源電力跌超6%；華潤電力跌超3%；江山控股、中國電力、大唐新能源等多股跌超2%。大摩：下調新天綠色能源評級至“與大市同步”，龍源電力目標價降至9港元；華潤電力附屬公司首3季虧損5.47億人民幣，同比擴大202.81%。
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