小智港股覆盤 | 12月3日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.09%,報23766點。國企指數跌0.6%,報8455點。恆生科技指數跌1.53%,報5925點。市場約900只個股上漲,784只個股下跌。成交額突破1659.15億港幣,和昨天同期相比增長12.44%。南下資金淨流入33.6億港幣。
盤面上,交通設施板塊全線走強。中國資源交通漲超23%;招商局港口漲超17%;藍河控股漲超13%;天津港發展漲超10%;中遠海運港口漲超9%。中國資源交通擬溢價14倍配股,抵銷結欠認購人逾3.4億元債務;大摩相信招商局港口股價60日內將跑贏大市,評級「增持」目標價17.4元;藍河控股中期股東應佔虧損同比擴大約30倍至10.37億港元;大摩相信中遠海運港口股價60日內跑贏大市,評級「與大市同步」。
電力板塊表現強勁。大唐新能源、中國電力等多股漲超8%;華能國際電力股份漲超7%;華電國際電力股份漲超6%;中廣核新能源漲超5%。AllianceBernstein L.P.增持大唐新能源501萬股,每股作價約2.99港元;中國電力全日獲市場資金淨流入8.19億元,思摩爾淨流入8.04億元;華能國際電力股份完成發行20億元中期票據。
菸草板塊暴跌。思摩爾國際跌超6%。思摩爾國際獲華泰證券唱好,中金予小鵬汽車-W目標價271港元。
娛樂板塊多數下跌。火巖控股跌超13%;數字王國跌超10%;嗶哩嗶哩-SW跌超7%;拉近網娛、華夏視聽教育等多股跌超5%。火巖建議宣派特別股息,正式被納入MSCI,短期目標價3港元可期;嗶哩嗶哩十月份處理違規賬號逾31萬個。
汽車板塊跌幅居前。小鵬汽車-W跌超6%;理想汽車-W跌超5%;比亞迪股份、長城汽車等多股跌超2%;慶鈴汽車股份跌超1%。思摩爾國際獲華泰證券唱好,中金予小鵬汽車-W目標價271港元;中金升理想汽車-W目標價至207元,評級「跑贏行業」。
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