小智港股覆盤 | 11月14日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲1.7%，報17619點。國企指數漲1.92%，報5979點。恆生科技指數漲1.8%，報3554點。市場約1156只個股上漲，571只個股下跌。成交額突破2049.08億港幣，和昨天同期相比增長12.23%。南下資金淨流出40.95億港幣。
盤面上，互聯網醫療板塊全線走強。阿裏健康漲超15%；平安好醫生漲超12%；醫渡科技漲超10%；醫脈通漲超7%；中智全球漲超2%。阿裏健康升15%領跑板塊，機構指醫療信息化迎政策新催化，互聯網健康標的受益；大和下調平安好醫生目標價至21元，評級「買入」。
建築建材板塊暴漲。中國聯塑漲超16%；遠大中國漲超12%；中國建築興業漲超6%；中國玻璃漲超5%；洛陽玻璃股份漲超2%。中國聯塑現漲近17%，房地產底部基本確定，消費建材企業或將受益。
商業服務板塊全線走強。碧桂園服務漲超26%；竣球控股漲超18%；旭輝永升服務、雅生活服務等多股漲超17%；融太集團漲超15%。碧桂園服務：收購合富輝煌21.47%的股份，總代價2.33億港元；物管股跟隨內房板塊走強，旭輝永升服務漲15.63%；融太集團擬11月28日舉行董事會會議審批中期業績。
航空板塊多數下跌。中國國航跌超6%；國泰航空跌超4%；中國南方航空股份跌超3%；中國東方航空股份跌超1%。航空股暴力拉昇，中國國航漲超6%，入境航班熔斷機製取消；國泰航空預期明年底客運運力將達疫情前水平約70%。
綜合消費服務板塊走弱。新東方-S跌超11%；中國春來、金匯教育等多股跌超10%；嘉宏教育跌超7%；帝國金融集團跌超6%。GOLDWAY EDU盈警：預期中期虧損擴大至約370萬港元；帝國金融集團發佈中期業績，淨虧3886.7萬港元，同比增長約1.2倍。
貿易經銷板塊走弱。亞洲先鋒娛樂跌超17%；設計都會跌超10%；港銀控股跌超9%；大禹金融、建發新勝等多股跌超6%。建發新勝料中期淨虧損約6500萬-7500萬港元，同比盈轉虧。
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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