小智港股覆盤 | 2月17日
今日,港股三大指數集體上漲。截止收盤,恆生指數漲0.3%,報24792點。國企指數漲0.37%,報8711點。恆生科技指數漲0.82%,報5662點。市場約744只個股上漲,834只個股下跌。成交額突破1046.02億港幣,和昨天同期相比增長2.76%。南下資金淨流出7.24億港幣。

盤面上,CRO板塊全線走強。中國醫療集團漲超11%;藥明生物漲超6%;泰格醫藥、藥明康德、金斯瑞生物科技等多股漲超4%。藥明生物獲The Capital Group增持553.63萬股;泰格醫藥2月15日耗資163.48萬元回購1.66萬股A股;藥明康德2021年度歸屬於上市股東淨利潤50.97億元,同比增長72.19%;金斯瑞生物科技:子公司傳奇達成裏程碑事件,獲5000萬美元。

化學制品板塊大漲靠前。東嶽集團漲超13%;理文化工漲超6%;華寶國際漲超4%;世紀陽光漲超3%;阜豐集團漲超2%。東嶽集團拉昇10%,PVDF行業繼續擴產,公司業績大幅預喜。

食品零售板塊暴跌。高鑫零售跌超9%;易還財務投資跌超4%;亨泰、香港食品投資、大洋環球控股等多股跌超1%。麥格理下調高鑫零售目標價至4.05元,評級「跑贏大市」;易還財務投資前三季收入約7930萬港元,同比減少約16.08%。

建築建材板塊多數下跌。中國聯塑跌超4%;中國玻璃、佳辰控股等多股跌超2%。

無線電信板塊走弱。中國移動、和記電訊香港等多股跌超1%。

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