熱點掃描 | 蘋果概念股走強,機構看好蘋果產業鏈增長確定性
uSMART盈立智投9月8日消息,截止發稿,港股三大指數齊跌,恆生指數跌0.42%,報18963.75點,成交額300.04億;國企指數跌0.41%,報6486.74點,成交額89.1億;紅籌指數跌0.78%,報3616.43點,成交額15.12億。
電力股集體走強,華潤電力漲近5%,大唐發電漲近4%,中國電力、華電國際電力、華能國際電力漲超2%;國家能源局近日表示,將會同有關部門持續深化電力市場建設,進一步完善市場化電價形成機制,推動各類發電企業直接參與市場,積極配合國家價格主管部門完善燃煤發電上網價格有關政策,不斷加強燃煤發電市場化改革政策執行情況監管;
蘋果概念股走強,高偉電子漲4%,舜宇光學漲1.7%;消息面上,蘋果於今日凌晨召開的秋季新品發佈會上發佈iPhone 14系列手機,中信建投證券稱,下半年以來,進入消費電子傳統銷售旺季,蘋果的創新動能仍舊強勁,預計產品銷量依舊可觀,蘋果產業鏈仍具備很強的增長確定性,建議重點關注蘋果產業鏈公司業績增長和估值修復機遇;
航空股走強,中國國航漲近4%,中國東方航空股份、中國南方航空股份漲約3%,國泰航空等跟漲;
光伏太陽能板塊拉昇,協鑫新能源漲超5%,新特能源漲超4%,福萊特玻璃漲近4%,信義能源、洛陽玻璃股份漲近3%。
熱門股
復星醫藥跌4.12%,報20.95港元,股價創約2年半新低,據港交所數據,貝萊德9月2日減持了港股復星醫藥176.3萬股,持股由5.07%或2800萬股降至4.75%或2623.7萬股,以復星醫藥9月2日收盤價25.2港元計,涉資約4443萬港元;
中國“水果第一股”洪九果品現漲8%,盤中高見43.6港元創上市新高價,總市值超200億港元,招股書顯示,洪九果品2021年年銷售額已突破百億,2019年到2021年三年營收複合增長率高達122.4%,國內市場份額也由2019年的0.2%增至2021年的1.0%,成爲當前國內第二大水果分銷商;有分析稱,成功登陸資本市場後,公司將繼續規模化擴張,進一步提升品牌效益,持續優化升級供應鏈系統,從而進一步提升盈利能力,未來成長值得期待。
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