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小智港股覆盤 | 9月23日

今日,港股三大指數集體上漲。截止收盤,恆生指數漲1.19%,報24510點。國企指數漲1.08%,報8733點。恆生科技指數漲0.93%,報6300點。市場約1144只個股上漲,665只個股下跌。成交額突破1789.8億港幣,和昨天同期相比增長50.15%。南下資金淨流出4.57億港幣。

盤面上,電力板塊暴漲。華電國際電力股份漲超16%;中國電力漲超15%;華潤電力漲超14%;大唐發電漲超13%;中廣核電力漲超12%。交銀國際重申中國電力“買入”評級,百濟神州獲瑞信看至334.42港元;華潤電力:每10張“20華潤01”將於9月22日派息31.9元;貝萊德增持中廣核電力210.04萬股,每股作價約2.13港元。

商業服務板塊暴漲。信能低碳漲超21%;首創環境漲超13%;碧桂園服務漲超12%;綠色動力環保、光大環境等多股漲超11%。小摩增持碧桂園服務約1216.07萬股,每股作價約48.83港元。

造紙林業板塊暴漲。晨鳴紙業漲超17%;信保環球控股漲超10%;玖龍紙業漲超9%;綜合環保集團漲超8%;理文造紙漲超6%。晨鳴紙業:“晨鳴優03”將於9月22日起停止交易。

消費信貸板塊走弱。鼎豐集團控股跌超12%;中國支付通、中盈盛達融資擔保等多股跌超4%;51信用卡跌超3%。中盈盛達融資擔保獲Dragon Pearl Hong Kong增持30.4萬股;51信用卡:H1同比扭虧爲盈,打造金融科技輸出服務引生機。

電腦與外圍設備板塊走弱。酷派集團跌超5%;鬆景科技跌超3%;小米集團-W跌超2%;映美控股、柏能集團等多股跌超1%

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