小智港股覆盤 | 12月2日
今日，港股三大指數漲跌互現。截止收盤，恆生指數跌0.33%，報18675點。國企指數跌0.25%，報6368點。恆生科技指數漲1.03%，報3878點。市場約709只個股上漲，896只個股下跌。成交額突破1427.75億港幣，和昨天同期相比下跌28.1%。南下資金淨流出12.53億港幣。
盤面上，互聯網醫療板塊全線走強。中康控股漲超30%；平安好醫生漲超15%；阿裏健康漲超9%；醫渡科技漲超7%；醫脈通漲超4%。平安好醫生漲12%，公司指業務活動連續復甦，大和料其毛利率或勝預期；中金升阿裏健康目標價至6.7元，指中期業績實現扭虧爲盈；醫渡科技中期虧損收窄至3.54億人民幣；高盛削醫脈通目標價10.7%至12.5港元，因疫情復甦下調營收預測。
食品零售板塊表現強勁。佳華百貨控股漲超20%；洪九果品漲超9%；環球美食控股漲超7%；高鑫零售、中國萬天控股等多股漲超3%。天風證券首予洪九果品“買入”評級，目標價81.31港元；高鑫零售漲11%，興業指24財年料迎門店2.0加速展店、維持“審慎增持”；中國萬天控股漲9.60%，現報0.69元，創52周新高。
電商板塊走高。京東健康漲超9%；貓眼娛樂、喆麗控股等多股漲超4%；美團-W漲超3%；阿裏巴巴-SW漲超2%。藥品網售監管靴子落地，平安好醫生、京東健康均漲超7%；影視概念股多數上揚，貓眼娛樂漲9.15%；因購股權獲行使，美團-W合計發行10.44萬股。
建築建材板塊多數下跌。遠大中國跌超8%；佳辰控股、洛陽玻璃股份等多股跌超6%；中國聯塑跌超5%；世界(集團)跌超2%。
海運板塊跌幅居前。海豐國際、太平洋航運等多股跌超4%；東方海外國際跌超3%；潤利海事跌超2%。海豐國際漲超6%領漲海運股，波羅的海乾散貨運價指數觸及兩週高位；太平洋航運11月30日註銷已回購本金總額爲900萬美元的可換股債券。
水務板塊走低。中國水務跌超5%；粵海投資跌超3%；中國水業集團、協鑫新能源(舊)等多股跌超2%；康達環保跌超1%。中國水務中期溢利減少4.8%至9.7億元，派中期息16仙。
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