小智港股覆盤 | 12月12日
今日，港股三大指數集體下跌。截止收盤，恆生指數大跌2.2%，報19463點。國企指數大跌3.01%，報6628點。恆生科技指數大跌4.05%，報4192點。市場約668只個股上漲，982只個股下跌。成交額突破1587.51億港幣，和昨天同期相比下跌20.4%。南下資金淨流入63.68億港幣。
盤面上，造紙林業板塊漲幅較前。鴻偉亞洲漲超10%；信保環球控股漲超7%；玖龍紙業漲超4%；理文造紙漲超3%。理文造紙：對LEEMAN 5.5 PERP提出現金購買要約。
食品零售板塊大漲靠前。雙財莊漲超14%；麥迪森控股漲超12%；亞洲雜貨漲超10%；香港食品投資漲超5%；高鑫零售漲超3%。
水務板塊漲幅較前。中國水務漲超5%；粵海投資漲超4%。第一上海下調中國水務目標價11%至9.5港元，維持買入評級。
商業服務板塊全線走低。基石科技控股跌超24%；碧桂園服務跌超16%；時代鄰裏跌超15%；中國信息科技跌超13%；旭輝永升服務跌超12%。基石科技控股一度升50%、不足兩月最高漲3.7倍，期間數次披露電動車充電業務進展；碧桂園服務主席折讓11%批股，套現50.55億元；時代鄰裏漲超16%領漲物管股，希瓦資產舉牌雅生活服務和金科服務；旭輝永升服務12月8日註銷331.6萬股已回購股份。
汽車板塊全線走低。理想汽車-W跌超12%；小鵬汽車-W跌超11%；科軒動力控股跌超8%；零跑汽車跌超7%；蔚來-SW跌超6%。理想汽車-W低開10.96%，第三季度淨虧損擴大至16.5億元人民幣；小鵬汽車獲摩根大通增持698.517萬股，涉資約2.74億港元；國盛證券：首予零跑汽車“買入”評級，目標價38港元。
電子板塊暴跌。偉俊集團控股跌超13%；舜宇光學科技跌超12%；三寶科技跌超7%；融科控股、港亞控股等多股跌超5%。中金：予舜宇光學“買入”評級，目標價升至120港元。
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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