小智港股覆盤 | 11月10日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.7%,報16081點。國企指數大跌2.13%,報5417點。恆生科技指數大跌3.28%,報3172點。市場約413只個股上漲,1157只個股下跌。成交額突破921.09億港幣,和昨天同期相比下跌17.24%。南下資金淨流入40.31億港幣。

盤面上,飲料板塊活躍。新絲路文旅漲超32%;香港生力啤漲超7%;通天酒業漲超5%;西藏水資源、百威亞太等多股漲超2%。啤酒股逆市走高,香港生力啤漲7.04%。

食品與主要用品零售板塊走高。

汽車板塊全線走低。蔚來-SW跌超13%;小鵬汽車-W跌超9%;華晨中國跌超7%;理想汽車-W、長城汽車等多股跌超6%。招證國際下調小鵬汽車26%至50港元,指其基本面有望逐步邊際改善;花旗:維持華晨中國“買入”評級,目標價7.1港元;理想汽車:智能豪華六座SUV「理想L8」開始交付;長城汽車11月7日耗資3575.35萬元回購116.16萬股。

軟件板塊暴跌。中國有贊跌超15%;阜博集團跌超12%;微盟集團跌超10%;明源雲、商湯-W等多股跌超7%。阜博集團升7%、月內累漲1.07倍,機構指公司迎來底部反轉、數字內容基建服務商被進一步認可;微盟集團升7%錄5連陽,三季度SaaS訂單同比增長30%;恆生指數收漲2.69%報16595.91點,元宇宙板塊走強,商湯-W漲35.34%。

造紙林業板塊多數下跌。大森控股跌超8%;理文造紙跌超6%;玖龍紙業、鴻偉亞洲等多股跌超3%。大森控股:3.7億股要約股份獲有效接納,要約結束;玖龍紙業漲超6%,華創證券稱公司中長期增長動力仍充足,維持“強推”評級。

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