小智港股覆盤 | 9月22日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.61%,報18147點。國企指數跌1.14%,報6195點。恆生科技指數跌1.7%,報3673點。市場約463只個股上漲,1204只個股下跌。成交額突破851.93億港幣,和昨天同期相比增長4.79%。南下資金淨流入30.35億港幣。

盤面上,綜合金融服務板塊活躍。山高控股漲超8%;滬光國際上海發展漲超5%;鼎億集團投資漲超3%。山高控股9月15日耗資89萬港元回購27.8萬股並註銷174.6萬股。

建築材料板塊活躍。中國天瑞水泥漲超21%;陸氏集團(越南)漲超6%。

造紙林業板塊集體下挫。世大控股跌超17%;大森控股跌超12%;玖龍紙業跌超6%;綜合環保集團、綠心集團等多股跌超2%。大森控股獲主要股東黃振漢折讓約29.69%提全購要約。

汽車板塊多數下跌。小鵬汽車-W跌超11%;蔚來-SW跌超7%;理想汽車-W跌超4%;科軒動力控股、北京汽車等多股跌超2%。小鵬推售超快充SUV「G9」,售價31萬人幣起;招銀國際料汽車板塊股價或出現小反彈,推薦關注蔚來、廣汽;理想汽車高開5.26%,此前獲摩通增持310.84萬股H股。

航空貨運板塊跌幅較前。中國農業生態跌超12%;快狗打車跌超8%;嘉裏物流跌超5%;濱海泰達物流、中通快遞-SW等多股跌超4%。快狗打車低開3.74%,遭阿裏巴巴減持23.24萬股;中通快遞-SW漲近3%,國泰君安指疫情不改其盈利修復確定性。

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