港股午評：三大指數反彈 恒科指一度大升1.7% 醫藥類股上升明顯
格隆匯9月27日丨昨日創調整低價的港股終見反彈，恒生科技指數一度升至1.75%，午間收升0.57%，恒指、國指分別上升0.64%和0.7%，三者止步連跌行情。
盤面上，大型科技股反彈拉昇，快手、小米升超2%，京東、百度升超1%；醫藥類股上升明顯，龍頭信達生物升超7%，藥明生物等紛紛跟升；庫存低位、供應不足託底油價，三桶油同步拉昇，中國石油化工大升近3%；中秋國慶擋預售票房火爆，電影概念股持續活躍，阿里影業升3.5%；大金融股、中字頭股等多數權重飄紅助力大市回升。 另一方面，內房股走勢分化，旭輝永升服務、旭輝控股復牌雙雙大跌，黃金等有色金屬股全線走低，海運股多數下跌，中遠海能跌近2%。
板塊方面
藥品類股全線拉昇。天風證券研報指出，上下游拓展第二增長曲線+中國特色估值體系，醫藥分銷板塊有望迎來估值修復。分銷板塊估值長期處於較低位置，我們認為主要系分銷業務整體增速較慢，同時隨着藥品帶量採購常態化，行業毛利空間受到壓縮近年來龍頭公司積極探索新業態，藉助渠道優勢發力上下游，醫藥工業、醫藥零售等更具盈利性的新業務增長亮眼有望改善行業業態，帶動估值修復。
石油股再度活躍。中財期貨表示，原油市場庫存低位引發市場擔憂，供應不足託底油價，原油價格抗跌能力較強。昨日API數據顯示原油庫存超預期累庫，庫欣地區持續去庫引發擔憂，成品油庫存也依舊回落。此外，歐佩克再次延長減產消息利好油價，供需局面又進一步收緊。在一些不可控利空因素出現之前，全球高油價局面不可撼動。
個股方面
阿里巴巴一度升2%，菜鳥遞表港交所。消息面上，集團宣佈，擬分拆菜鳥主板上市，完成後，阿里巴巴將繼續持有菜鳥50%以上的股份，菜鳥將仍為阿里的子公司。
新股樂艙物流飆升近39%，近兩年營收、淨利呈爆發式增長。樂艙物流於9月25日上市，是來自山東的跨境物流服務商，在2022年中國民營跨境海運物流公司中排名第五；該公司是前五大跨境海運物流公司中唯一提供自營跨境海運服務的，其有兩條主要業務線，跨境物流服務和船舶出租服務，其中以自營方式提供跨境海運服務在2022年佔整體跨境物流服務的六成。 財務方面，樂艙物流因2020-2022年海運需求激增、運價大幅上升，近兩年營收、淨利呈爆發式增長。2020、2021、2022及2023年前4個月，樂艙物流營收分別是7.82億元、41.95億元、46.08億元及4.54億元，年複合增長率達142.82%；淨利分別為人民幣0.28億元、3.92億元、3.86億元及0.84億元，年複合增長率達274.53%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
