小智港股覆盤 | 11月8日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.43%,報24763點。國企指數跌0.31%,報8793點。恆生科技指數跌1.32%,報6193點。市場約911只個股上漲,828只個股下跌。成交額突破1219.4億港幣,和昨天同期相比下跌4.99%。南下資金淨流出15.3億港幣。

盤面上,航空板塊全線走強。中國國航漲超7%;中國南方航空股份漲超6%;中國東方航空股份漲超5%;國泰航空漲超4%。大和微削中國南方航空股份目標價2.2%至4.5港元,維持“持有”評級;招商證券削東航目標價10.5%至3.4港元,下調未來三年盈測。

餐飲酒店板塊表現強勁。復星旅遊文化漲超15%;激成投資漲超11%;賞之味漲超10%;海昌海洋公園、東瀛遊等多股漲超8%。復星旅遊文化回彈近15%,環球旅遊業恢復料提速;賞之味料中期盈轉虧,蝕逾280萬元;海昌海洋公園獲執行董事曲程增持407.8萬股。

有色金屬和鋼鐵板塊走高。招金礦業、中國白銀集團等多股漲超7%;重慶鋼鐵股份漲超6%;中國黃金國際、紫金礦業等多股漲超5%。

CRO板塊全線走低。藥明生物跌超8%;奧星生命科技跌超6%;金斯瑞生物科技、泰格醫藥、康龍化成等多股跌超3%。大摩上調藥明生物目標價至175元,評級「增持」;金斯瑞生物科技發起的12項研究被採納在第63屆美國血液學會(ASH)年會及博覽會上展示;Aggregate of abrdn plc增持泰格醫藥40.13萬股,每股作價約139.80港元。

消費信貸板塊全線走低。環亞國際醫療股權跌超23%;鼎豐集團控股跌超17%;維信金科跌超8%;中國匯融跌超5%;易鑫集團跌超3%。易鑫集團飆升逾30%,市前現一宗大手成交涉資約1.12億港元。

汽車板塊跌幅較前。小鵬汽車-W、吉利汽車、雅迪控股等多股跌超4%;理想汽車-W、長城汽車等多股跌超3%。小鵬汽車-W11月23日舉行董事會會議審批三季度業績;北水成交淨買入8.81億,內資搶籌吉利汽車超5億港元;理想汽車-W10月交付7649輛理想ONE,同比增長107.2%;瑞信下調長汽目標價至41元,評級「跑贏大市」。

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。
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.