小智港股覆盤 | 3月10日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲1.27%，報20890點。國企指數漲0.92%，報7255點。恆生科技指數漲0.97%，報4436點。市場約1186只個股上漲，582只個股下跌。成交額突破1462.47億港幣，和昨天同期相比下跌21.07%。南下資金淨流入34.5億港幣。
盤面上，汽車板塊全線走強。理想汽車-W漲超8%；小鵬汽車-W漲超6%；東風集團股份、比亞迪股份等多股漲超5%；廣汽集團漲超4%。中金：維持理想汽車-W“跑贏行業”評級，目標價156港元；東風集團股份2月汽車銷售量約20.55萬輛，同比增長約35.18%；比亞迪股份獲股東呂向陽質押35萬股；廣汽集團2月汽車銷量爲14.34萬輛，同比增長36.47%。
航空板塊表現強勁。國泰航空漲超6%；中國東方航空股份漲超5%；中國南方航空股份漲超4%；中國國航漲超2%。國泰航空去年虧損收窄至55.27億元，貨運業務表現強勁(更新)。
保險板塊集體拉昇。保誠漲超7%；友邦保險漲超4%；中國太平、中國平安、中國太保等多股漲超3%。保誠2021全年新業務利潤增長13%至25.26億美元，第二次中期息每股11.86美分(更新)；花旗降友邦保險目標價5.2%至110港元，料其今年業務受疫情影響；中國太平3月23日董事會考慮及批準全年業績；中國平安高開逾3%，平安銀行2021年股東應佔利潤363.36億元，同比增長25.6%。
能源設備板塊跌幅居前。達力普控股跌超15%；百勤油服跌超11%；中海油田服務跌超4%；華油能源、華商國際海洋控股等多股跌超1%。達力普控股：國際市場和國內市場收到訂單超過27.6萬噸；中海油田服務3月24日舉行董事會會議審批年度業績。
菸草板塊走低。思摩爾國際跌超2%。
醫療設備板塊走弱。時代天使跌超7%；微創醫療、華康生物醫學、微創機器人-B等多股跌超5%；先瑞達醫療-B跌超4%。瑞信削時代天使目標價39.6%至145港元，指估值遠高於同業；微創醫療預期年度虧損擴大至至多2.85億美元；雲音樂微創機器人等12只股份今日起獲納入滬港通。
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.
