小智港股覆盤 | 9月9日
今日,港股三大指數集體上漲。截止收盤,恆生指數大漲2.69%,報19362點。國企指數大漲2.98%,報6628點。恆生科技指數大漲2.6%,報4077點。市場約1169只個股上漲,511只個股下跌。成交額突破922.78億港幣,和昨天同期相比增長15.32%。南下資金淨流出1.81億港幣。

盤面上,生物科技板塊全線走強。樂普生物-B漲超283%;騰盛博藥-B漲超12%;中國再生醫學、康方生物-B等多股漲超7%;歌禮制藥-B漲超6%。樂普生物-B午後曾飆近3.9倍高見31.8元,本週一起獲深交所調入港股通名單;騰盛博藥-B尾盤拉漲16%,旗下新冠中和抗體聯合療法正申請美國EUA。

商業服務板塊暴漲。中國綠地博大綠澤漲超32%;時代鄰裏、碧桂園服務等多股漲超10%;新城悅服務漲超9%;旭輝永升服務漲超8%。物業股同步內房股走強,碧桂園服務漲5.39%;國泰君安予旭輝永升服務目標價7港元,看好其兌現高質量增長。

CRO板塊集體拉昇。藥明生物漲超5%;維亞生物漲超4%;康龍化成、泰格醫藥、藥明康德等多股漲超3%。藥明生物漲超4%領漲CRO概念,機構看好醫藥行業財報築底回升;維亞生物漲5.52%,此前獲摩通增持12.6萬股;國泰君安(香港):予康龍化成“買入”評級,目標價70.31港元;國泰君安(香港):予泰格醫藥“買入”評級,目標價100.13港元;藥明康德因轉換零息可轉換債券發行309.39萬股。

獨立電力生產商與能源貿易商板塊走低。

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