小智港股覆盤 | 1月11日
今日，港股三大指數漲跌互現。截止收盤，恆生指數跌0.03%，報23739點。國企指數漲0.04%，報8369點。恆生科技指數跌0.1%，報5619點。市場約753只個股上漲，943只個股下跌。成交額突破1296.24億港幣，和昨天同期相比下跌6.57%。南下資金淨流入17.78億港幣。
盤面上，CRO板塊集體拉昇。泰格醫藥漲超6%；藥明生物、藥明康德等多股漲超5%；康龍化成漲超4%；昭衍新藥漲超1%。裏昂下調泰格醫藥目標價至152元，評級「買入」；小摩增持藥明生物約279.13萬股，每股作價約81.41港元；Wellington Management Group LLP減持藥明康德約51萬股，每股作價約117.43港元；裏昂上調康龍化成目標價177元，評級「買入」。
航空貨運板塊大漲靠前。圓通速遞國際漲超10%；中通快遞-SW漲超4%；中國外運、盛良物流等多股漲超3%；京東物流漲超2%。圓通速遞升8.57%，料第四季度淨利潤同比大增174.68%-227.20%；大摩：看好今年內地運輸業，薦中通快遞、太平洋航運及招商局港口。
造紙林業板塊漲幅較前。駿東控股漲超9%；玖龍紙業漲超3%；理文造紙、大森控股等多股漲超2%。
汽車板塊跌幅居前。理想汽車-W跌超5%；小鵬汽車-W、長城汽車等多股跌超4%；吉利汽車跌超3%；比亞迪股份跌超1%。招商證券維持理想汽車買入評級，目標價續看234港元；大和降長汽目標價至40元，評級「買入」；傑富瑞下調吉利目標價至30.1元，評級「買入」。
飲料板塊走低。王朝酒業跌超15%；青島啤酒股份跌超4%；華潤啤酒跌超3%；農夫山泉跌超2%；百威亞太跌超1%。瑞信升百威亞太評級至「跑贏大市」，上調青啤目標價至90元；瑞信：維持對啤酒行業正面看法，予華潤啤酒目標價84港元。
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