小智港股覆盤 | 11月23日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲0.57%，報17523點。國企指數漲0.74%，報5945點。恆生科技指數漲1.13%，報3555點。市場約789只個股上漲，755只個股下跌。成交額突破963.12億港幣，和昨天同期相比下跌24.28%。南下資金淨流出2.01億港幣。
盤面上，電力板塊集體拉昇。中廣核新能源漲超15%；中國光大綠色環保漲超14%；同景新能源漲超10%；華潤電力、山高新能源等多股漲超5%。恆生指數午間收漲0.42%報17497點，央企板塊走勢強勁，中廣核新能源漲16.39%；中國光大綠色環保升15%，與阿裏雲合作推動轉型，機構指公司年內現金流有望轉正；華潤電力：“19華潤電力MTN001”行權日爲12月17日。
娛樂板塊跟隨走強。遊萊互動漲超20%；IMAX CHINA漲超14%；雲音樂漲超8%；百奧家庭互動漲超7%；雲遊控股漲超6%。遊萊互動拉昇54%，旗下遊戲平臺將上線付費下載功能，網遊月活用戶超40萬；IMAX，中國急升7%，中國定檔12月16日上映；雲音樂漲9%，Q3淨收入同比增23%，毛利率提升至14.2%。
信息技術板塊走低。萬國數據-SW跌超11%；承輝國際跌超5%；新紐科技跌超4%；移卡、新意網集團等多股跌超1%。高盛削萬國數據-SW目標價0.6%至34.4港元，指新訂單緩解市場擔憂。
生物科技板塊走低。中生北控生物科技、開拓藥業-B等多股跌超8%；君實生物、樂普生物-B等多股跌超7%；騰盛博藥-B跌超6%。安信國際：首予君實生物“買入”評級，合理估值46.09港元；部分生物醫藥股表現強勢，樂普生物－Ｂ高漲17.34%。
CRO板塊走弱。泰格醫藥跌超5%；金斯瑞生物科技、昭衍新藥等多股跌超3%；藥明康德、康龍化成等多股跌超2%。泰格醫藥獲Ninety One增持16.38萬股；金斯瑞生物科技：FDA已批準傳奇生物新藥臨牀試驗(IND)申請，以推進LB2102臨牀開發；昭衍新藥AH股齊走低，遭三名董事合計減持409.61萬股A股。
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