小智港股覆盤 | 4月6日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌1.87%，報22080點。國企指數大跌2.09%，報7608點。恆生科技指數大跌3.82%，報4587點。市場約723只個股上漲，999只個股下跌。成交額突破1342.22億港幣，和昨天同期相比增長30.56%。南下資金淨流入6.37億港幣。
盤面上，石油天然氣板塊走高。海峽石油化工、伊泰煤炭等多股漲超6%；中國海洋石油漲超5%；金泰能源控股、金山能源等多股漲超4%。瑞銀上調中海油目標價至13.2元，評級「買入」；金泰能源控股發佈2021年業績，股東應佔溢利9429.1萬港元，同比下降70.7%；金山能源發佈2021年業績，股東應佔虧損4286萬港元，同比收窄84%。
生物科技板塊跟隨走強。開拓藥業-B漲超106%；雲頂新耀-B漲超12%；三葉草生物-B漲超11%；騰盛博藥-B漲超10%；藥明巨諾-B漲超7%。開拓續飆1.4倍曾高見46元，新冠藥臨牀試驗顯示可降低患者病毒載量；雲頂新耀-B向228名購股權承授人授出708萬份購股權；三葉草生物-B：向若幹董事授出合共1132.6萬份購股權及38.3萬份受限制股份單位；國藥控股與騰盛博藥就長效新冠中和抗體商業化達戰略合作；藥明巨諾-B於股份獎勵計劃下發行279.8萬股。
房地產板塊活躍。綠景中國地產漲超32%；粵海置地漲超18%；禹洲集團漲超11%；寶龍商業、佳兆業美好等多股漲超10%。綠景中國地產發佈2021年度業績，股東應佔溢利約11.53億元，同比減少66.62%；粵海置地發佈2021年業績，歸母淨利14.02億港元，同比減少16.6%，末期息每股10港仙；禹洲集團發佈2021年業績，股東應佔利潤8.62億元，同比增長636.88%；寶龍商業拉昇10%，主動澄清核數師辭任事件，強調集團有充足營運資金；佳兆業美好發佈2021年業績，收益26.66億元，同比增長54.1%。
海運板塊暴跌。中遠海控跌超7%；東方海外國際跌超6%；海豐國際跌超5%；太平洋航運跌超4%；潤利海事跌超1%。中遠海控獲小摩看高至30港元，國泰君安維持TCL電子“增持”評級。
菸草板塊全線走低。思摩爾國際跌超5%。思摩爾國際全年純利52.87億元人民幣升120.3%，派末期息18港仙。
機械製造板塊多數下跌。力勁科技跌超11%；創科實業跌超7%；亞洲聯網科技跌超5%；中國重汽、永聯豐控股等多股跌超4%。創科實業遭Pudwill Horst Julius減持15萬股；亞洲聯網科技附屬出售合共800萬股農行股份，套現2412萬港元；中國重汽2021年度股東應佔溢利減少36.91%至人民幣43.22億元。
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