小智港股覆盤 | 11月3日
今日，港股三大指數集體下跌。截止收盤，恆生指數大跌3.08%，報15339點。國企指數大跌3.45%，報5170點。恆生科技指數大跌3.84%，報3035點。市場約494只個股上漲，1107只個股下跌。成交額突破986.53億港幣，和昨天同期相比下跌6.95%。南下資金淨流入76.0億港幣。
盤面上，食品零售板塊集體拉昇。中國萬天控股漲超11%；洪九果品漲超9%；欣融國際漲超7%；高鑫零售漲超6%；CEC INT'L HOLD漲超4%。高鑫零售漲7%，機構一致上調其淨利預測達70%，公司國內零售市場份額升至8%。
電力板塊跟隨走強。普星能量、中廣核新能源等多股漲超7%；中國電力、華潤電力等多股漲超5%；信義能源漲超2%。交銀削中國電力目標價25.4%至4港元，維持“買入”評級；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%。
製藥板塊暴跌。康希諾生物跌超34%；石藥集團跌超9%；中國生物製藥跌超7%；海王英特龍、和黃醫藥等多股跌超6%。Jefferies Downgrades CANSINOBIO to Underperform, TP Cut to，$106；港股有4只股票創新高，石藥集團（01093）大漲13.86%；中國生物製藥首三季收入人民幣226.67億元，同比增長10.5%；和黃醫藥(0013.HK)漲超9%，在中國啓動治療晚期腎細胞癌藥物的II/III期研究。
服裝紡織板塊全線走低。興紡控股跌超21%；特步國際跌超12%；普拉達跌超9%；永盛新材料跌超7%；李寧跌超6%。特步國際：可換股債券換股價調整至每股換股股份9.9138港元；高盛下調李寧目標價至65元，續列確信買入名單。
海運板塊全線走低。海豐國際跌超7%；東方海外國際跌超6%；中遠海控跌超3%；信源企業集團、太平洋航運等多股跌超2%。東方海外訂建7艘集裝箱船舶，合約價131億元；交銀國際削中遠海控目標價29.3%至9.9港元，降至“中性”評級。
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