小智港股覆盤 | 12月5日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲4.51%,報19518點。國企指數大漲5.3%,報6706點。恆生科技指數大漲9.27%,報4238點。市場約1299只個股上漲,482只個股下跌。成交額突破2229.81億港幣,和昨天同期相比增長56.18%。南下資金淨流出14.18億港幣。

盤面上,互聯網醫療板塊全線走強。平安好醫生漲超37%;中康控股漲超23%;阿裏健康漲超19%;醫渡科技漲超16%;醫脈通漲超15%。互聯網醫療領域政策不斷,平安健康兩日迎股價近45%強勢上漲;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;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。

商業服務板塊暴漲。信能低碳漲超43%;時代鄰裏漲超36%;旭輝永升服務漲超25%;雅生活服務、碧桂園服務等多股漲超18%。信能低碳擬“2供1”供股,最高淨籌約2920萬港元;時代鄰裏漲近24%領漲物管股,機構稱多因素刺激物管板塊進一步反彈補漲;旭輝永升服務升23%、創3個月來新高,期間北水增持7個百分點,11月新增合約面積949萬平方米;樑宏增持雅生活服務811.525萬股,每股作價約9.06港元;恆生指數午間收漲3.85%報17964.24點,政策提振內房股及物業股走強,碧桂園服務漲16.49%。

電腦與外圍設備板塊全線走強。小米集團-W漲超13%;酷派集團漲超11%;栢能集團、量子思維等多股漲超8%;聯想控股漲超7%。小米集團-W漲超6%,三季度業績環比改善,全球智能手機出貨量連續兩季環比增長。

公路鐵路板塊走弱。滄港鐵路跌超9%;德銀天下跌超4%;港鐵公司跌超1%。

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