小智港股覆盤 | 6月16日
今日,港股三大指數集體下跌。截止收盤,恆生指數大跌2.17%,報20845點。國企指數大跌2.6%,報7259點。恆生科技指數大跌3.33%,報4547點。市場約467只個股上漲,1205只個股下跌。成交額突破1584.86億港幣,和昨天同期相比增長6.32%。南下資金淨流入19.36億港幣。

盤面上,綜合消費服務板塊全線走強。天立教育漲超105%;新東方在線漲超72%;光正教育漲超49%;思考樂教育漲超44%;帝國金融集團漲超21%。教育板塊全線爆發,天立教育暴漲1.5倍,新東方在線大漲近80%;新東方在線再漲超40%,月內累漲逾500%,內資此前三日淨買入額超12億港元。

海運板塊全線走低。榮豐億控股跌超11%;東方海外國際、海豐國際等多股跌超6%;中遠海控跌超4%;太平洋航運跌超3%。交銀升東方海外國際目標價36.2%至320港元,維持“買入”評級;瑞信削中遠海控目標價30%至14.8港元,降至“中性”評級;瑞信首予太平洋航運“跑贏大市”評級與5港元目標價。

能源設備板塊集體下挫。中海油田服務跌超8%;山東墨龍、海隆控股等多股跌超5%;華油能源跌超4%;巨濤海洋石油服務跌超3%。穆迪:維持中海油田服務的“A3”發行人評級,展望“穩定”;海隆控股午後反彈逾14%,高油價吸引油企加大資本開支。

娛樂板塊多數下跌。遊萊互動跌超13%;寶新置地、國藝集團控股等多股跌超8%;創夢天地、飛魚科技等多股跌超6%。

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