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恆指午後升破20,900 藥明生物及海爾智家回升3.5%及5.5%
滬指及深成午後升幅擴至近2%,報3,288及11,944。恆指及國指在中資電訊、內險及內房股等帶動,午後高見20,971及7,100,現報20,945及7,089,回升1.1%及1.4%,總成交額830億元。 海爾智家(06690.HK)獲高盛升級至「買入」及目標價升至33元,以反映公司於內地業務高增長可見度、海外業務壓力緩解,以及持續毛利潛在改善。該股今天回升5.5%報29.95元即市高位,重越10天及20天線(28.97及29.2元),成交410萬股。 獲大摩重申「增持」評級的藥明生物(02269.HK)結束四連跌,今天股價回升3.5%報58.65元,成交1,310萬股。大摩上周指,基於藥明生物最近發布盈利預告,該行下調公司2022-2025年收入及盈利預測約1%及1%-4%,但對長遠收入及盈利預測分別上調2%-7%及4%-14%,以反映近日從公司方面了解到旗下項目近期進展後,預料其合同生產(CMO)業務貢獻會更強勁。該行重申藥明生物「增持」評級,目標價微降至119元。
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