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小智港股覆盤 | 11月4日

今日,港股三大指數集體上漲。截止收盤,恆生指數大漲5.36%,報16161點。國企指數大漲6.03%,報5482點。恆生科技指數大漲7.54%,報3264點。市場約1343只個股上漲,429只個股下跌。成交額突破1886.45億港幣,和昨天同期相比增長91.22%。南下資金淨流入60.47億港幣。

領跌板塊

盤面上,汽車板塊全線走強。小鵬汽車-W漲超24%;蔚來-SW漲超20%;理想汽車-W漲超17%;吉利汽車漲超12%;長城汽車漲超11%。小鵬汽車午後漲超26%,發行上交所首單專精特新ABS,總規模近10億元;蔚來-SW年初至今交付92493輛汽車,同比增長32.0%;招商證券(香港):維持理想汽車-W“增持”評級,目標價降至128港元;吉利汽車漲超8%,極氪首款純電MPV,009正式上市,華西證券維持“買入”;長城汽車10月28日回購348.88萬股A股及3379.35萬股H股。

板塊行情

菸草板塊暴漲。思摩爾國際漲超11%。思摩爾國際高開7.24%,初步理解不需繳納電子煙消費稅。

板塊行情

電商板塊全線走強。貓眼娛樂漲超13%;京東集團-SW、寶尊電商-W等多股漲超12%;攜程集團-S漲超11%;阿裏巴巴-SW漲超10%。利好疊加,貓眼娛樂(1896.HK)3日連漲近30%;浙商證券首予京東集團-SW“買入”評級,目標價185港元;高盛下調攜程-S目標價至245元,評級「買入」;憧憬避免美國摘牌,阿裏巴巴午後曾大升逾20%。

板塊行情

專業服務板塊走弱。中國來騎哦、萬寶盛華等多股跌超10%;WMCH GLOBAL跌超5%

板塊行情

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