小智港股覆盤 | 12月2日
今日,港股三大指數漲跌互現。截止收盤,恆生指數漲0.55%,報23788點。國企指數漲0.95%,報8506點。恆生科技指數跌0.68%,報6017點。市場約735只個股上漲,971只個股下跌。成交額突破1475.63億港幣,和昨天同期相比增長5.79%。南下資金淨流入13.69億港幣。

盤面上,菸草板塊全線走強。思摩爾國際漲超14%。華泰證券:維持思摩爾國際“買入”評級,目標價91.2港元。

造紙林業板塊大漲靠前。玖龍紙業、世大控股等多股漲超4%;理文造紙漲超2%。

建築建材板塊走高。洛陽玻璃股份漲超4%;中國聯塑漲超3%;美亨實業漲超2%。洛陽玻璃股份擬5.36億元出售信息顯示玻璃業務。

CRO板塊跌幅居前。藥明生物跌超4%;康龍化成、奧星生命科技、藥明康德等多股跌超3%;中國醫療集團跌超2%。

綜合消費服務板塊跌幅居前。宇華教育、新高教集團等多股跌超9%;中國東方教育、希望教育、中國生命集團等多股跌超7%。招證降宇華教育至“中性”評級,削目標價16.3%至3.6港元;新高教集團公佈年度業績,淨利潤增長31%至5.68億元,強化職業教育類型定位;中國東方教育低開近8%,副主席折讓12%配售3300萬股,涉資約2.36億元;麥格理下調希望教育目標價至2.6元,評級「跑贏大市」。

信息技術板塊走低。揚科集團跌超9%;PLATT NERA跌超6%;中國軟件國際跌超4%;萬國數據-SW、中國公共採購等多股跌超3%。揚科集團中期純利1,216萬元增10.8%,不派息;萬國數據承諾2030年實現碳中和及100%使用可再生能源。

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。
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