小智港股覆盤 | 8月25日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲3.63%,報19968點。國企指數大漲4.31%,報6848點。恆生科技指數大漲6.01%,報4268點。市場約1113只個股上漲,425只個股下跌。成交額突破906.33億港幣,和昨天同期相比下跌8.57%。南下資金淨流出8.04億港幣。

盤面上,電商板塊全線走強。京東集團-SW漲超11%;阿裏巴巴-SW、京東健康、美團-W等多股漲超8%;寶尊電商-SW漲超7%。瑞信上調京東目標價至374港元,指其二季度利潤率超預期且前景向好;京東健康上半年營收同比增長48.3%至202億元,同比扭虧爲盈;恆指升約3%,美團-W、京東集團-SW等領跑,大摩指互聯網藍籌業績成唯一亮點;大和削寶尊電商目標價17%至20港元,指其經營前景依舊疲軟。

互聯網板塊暴漲。兌吧漲超10%;知乎-W、百度集團-SW等多股漲超9%;微博-SW漲超8%;快手-W漲超6%。麥格理首予百度“跑贏大市”評級,目標價185港元;麥格理首予微博-SW「跑贏大市」評級,目標價180.1元;快手CEO程一笑:Q2電商GMV達1912億元,加大新商家引入與冷啓扶持力度。

娛樂板塊集體拉昇。中國數字視頻漲超22%;寶新置地漲超11%;嗶哩嗶哩-SW漲超10%;環球數碼創意、聯衆等多股漲超6%。寶新置地擬8月31日舉行董事會會議,審批中期業績;嗶哩嗶哩-SW將於9月7日舉行董事會會議以審批第二季度業績。

航空貨運板塊走低。中通快遞-SW跌超7%;樂氏國際控股、濱海泰達物流等多股跌超3%;順豐同城、粵運交通等多股跌超1%。招銀國際升中通快遞目標價至307港元,指其降本措施見效營收毛利雙增。

專業服務板塊走低。

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