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小智港股覆盤 | 11月21日

今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.87%,報17655點。國企指數大跌2.02%,報6001點。恆生科技指數大跌2.96%,報3631點。市場約519只個股上漲,1093只個股下跌。成交額突破1102.95億港幣,和昨天同期相比下跌20.96%。南下資金淨流入47.17億港幣。

領跌板塊

盤面上,獨立電力生產商與能源貿易商、公路與鐵路等板塊走高

板塊行情

建築建材板塊全線走低。中國聯塑跌超6%;中國玻璃跌超3%;中國建築興業跌超2%

板塊行情

餐飲酒店板塊集體下挫。茂盛控股跌超14%;新濠國際發展、澳門勵駿等多股跌超9%;澳博控股跌超8%;金沙中國有限公司跌超7%。Southeastern Asset Management減持新濠國際發展159.5萬股,每股作價6.05港元;博彩板塊顯著走高,澳博控股漲9.76%;中信證券首予金沙中國“增持”評級,目標價22港元。

板塊行情

電商板塊多數下跌。寶尊電商-W跌超7%;京東集團-SW跌超5%;美團-W、阿裏巴巴-SW、同程旅行等多股跌超4%。寶尊電商-SW升8%,雙11全網成交額逆勢增長12%,4000萬美元收購Gap大中華區業務;高盛下調京東-SW目標價至317元,降京東物流目標價至34元;美團11.25壓軸公佈第3季業績,預計外賣到店復甦良好、關注9月起疫情重燃影響;中泰國際指科技股業績刺激科指大幅上揚,阿裏巴巴恆指權重升至7.57%;同程旅行高開3.75%,公司平臺跟團遊產品搜索量上漲超過600%。

板塊行情

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