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小智港股覆盤 | 10月29日

今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.7%,報25377點。國企指數跌1.0%,報8961點。恆生科技指數跌1.08%,報6375點。市場約855只個股上漲,796只個股下跌。成交額突破1262.66億港幣,和昨天同期相比下跌2.35%。南下資金淨流入7.35億港幣。

領跌板塊

盤面上,海運板塊漲幅較前。勇利投資漲超19%;東方海外國際、太平洋航運、中遠海控等多股漲超4%;潤利海事漲超3%。小摩增持太平洋航運約2225.36萬股,每股作價約3.65港元;大摩料集裝箱費率維持高位,升中遠海控今明兩年核心純利預測各11%及192%。

板塊行情

能源設備板塊大漲靠前。中海油田服務、宏華集團等多股漲超6%;TBKS HLDGS、華油能源、海隆控股等多股漲超3%。中海油田服務前三季度淨利潤14.526億元,同比下降32.6%。

板塊行情

居家用品板塊走高。藍月亮集團漲超3%;凱富善集團控股、維達國際等多股漲超2%;朝雲集團漲超1%。瑞銀下調藍月亮目標價至7.8元,評級「中性」。

板塊行情

互聯網醫療板塊全線走低。平安好醫生跌超14%;醫脈通、阿裏健康等多股跌超3%。平安好醫生深化戰略2.0:一場互聯網醫療的盈利模式升級;美銀證券下調阿裏健康目標價至19元,評級「買入」。

板塊行情

休閒用品板塊走低。合寶豐年跌超44%;興利集團跌超5%;彩星玩具跌超3%;中國智能健康、好孩子國際等多股跌超2%

板塊行情

商業服務板塊走低。浦江中國跌超17%;寶聯控股跌超13%;正力控股跌超12%;偉鴻集團控股跌超6%;新城悅服務跌超4%。新城悅服務:江蘇新城悅與王曉鬆訂立2022年服務框架協議。

板塊行情

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