小智港股覆盤 | 10月17日
今日，港股三大指數漲跌互現。截止收盤，恆生指數漲0.15%，報16612點。國企指數漲0.07%，報5633點。恆生科技指數跌0.2%，報3200點。市場約769只個股上漲，806只個股下跌。成交額突破957.63億港幣，和昨天同期相比下跌6.06%。南下資金淨流入55.5億港幣。
盤面上，醫療設備板塊集體拉昇。佳兆業健康漲超33%；微創醫療漲超11%；時代天使、心通醫療-B等多股漲超7%；微創機器人-B漲超6%。微創醫療漲超6%，機構指醫療器械和科研裝備估值或逐步迎來重估；醫療器械股多數向好，微創機器人漲6.51%。
製藥板塊大漲靠前。翰森製藥漲超13%；精優藥業漲超10%；先聲藥業漲超8%；德琪醫藥-B漲超5%；四環醫藥漲超4%。先聲藥業午後漲近5%，與Almirall公司就自研創新藥達成5億美元海外授權交易；德琪醫藥-B10月12日註銷341.15萬股。
建築建材板塊漲幅較前。中國聯塑漲超4%；中國玻璃漲超2%；佳辰控股漲超1%。中國聯塑升5%，國君指建材龍頭三季報料見底，公司毛利率已現明顯改善。
菸草板塊多數下跌。思摩爾國際跌超4%。思摩爾國際升7%，機構指全年業績前低後高、料爲優先反彈潛力股，9月份管理層增持約2億港元。
汽車板塊走低。蔚來-SW跌超5%；小鵬汽車-W、理想汽車-W等多股跌超4%；華晨中國跌超3%；科軒動力控股跌超2%。中金指小鵬汽車產品在替換期的銷量有限，下調目標價至80港元；北水成交淨買入3.95億，內資搶籌理想汽車-W超3億港元；大摩增持華晨中國約1266.1萬股，每股作價約2.45港元。
休閒用品板塊走低。瀛晟科學跌超13%；中國口腔產業跌超9%；順龍控股、法拉帝等多股跌超5%；僑雄國際跌超3%。瀛晟科學建議進行重組及擬發行2250萬港元可換股債券。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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