小智港股覆盤 | 6月1日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌0.56%,報21294點。國企指數跌0.96%,報7345點。恆生科技指數跌1.12%,報4433點。市場約804只個股上漲,817只個股下跌。成交額突破1260.82億港幣,和昨天同期相比下跌48.66%。南下資金淨流入10.72億港幣。
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盤面上,海運板塊漲幅較前。東方海外國際漲超5%;亞洲能源物流、中遠海控等多股漲超1%。東方海外國際漲1.20%,現報250.4元,創52周新高。
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品牌零售板塊跟隨走強。拉夏貝爾漲超10%;寶光實業、泡泡瑪特等多股漲超9%;永達汽車、廣匯寶信等多股漲超8%。華創證券:予泡泡瑪特“推薦”評級,目標價42港元;汽車經銷商強勢走高,永達汽車漲7.40%。
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建築建材板塊走高。中國聯塑漲超3%;捷心隆漲超2%;洛陽玻璃股份、世界(集團)等多股漲超1%。
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娛樂板塊走低。新娛科控股跌超9%;創夢天地、網易-S等多股跌超4%;百奧家庭互動跌超3%;聯衆跌超2%。Nomura Trims NTES-S TP to $195, Rating Buy。
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製藥板塊走低。歐康維視生物-B跌超8%;石藥集團跌超6%;壽康集團跌超4%;翰森製藥、天大藥業等多股跌超3%。國泰君安指石藥集團首季業績符預期,但下調目標價22.4%至10.4元。
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休閒用品板塊走弱。奇士達、法拉帝等多股跌超5%;好孩子國際、中國口腔產業等多股跌超3%;本間高爾夫跌超1%。
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