小智港股覆盤 | 11月28日
今日,港股三大指數集體下跌。截止收盤,恆生指數跌1.57%,報17297點。國企指數跌1.65%,報5872點。恆生科技指數跌1.93%,報3432點。市場約537只個股上漲,1080只個股下跌。成交額突破1182.87億港幣,和昨天同期相比增長24.78%。南下資金淨流入66.38億港幣。

盤面上,航空板塊漲幅較前。國泰航空漲超5%;中國國航、中國南方航空股份等多股漲超1%。大和升國泰航空至“買入”評級,維持目標價9.5港元。

餐飲酒店板塊跟隨走強。永利澳門漲超15%;美高梅中國漲超13%;海倫司、金沙中國有限公司、呷哺呷哺等多股漲超8%。永利澳門逆市漲近12%,附屬擬重組進行資本重組以配合新賭牌;美高梅中國漲近12%,美高梅金殿超濠獲授予臨時新博彩批給;餐飲板塊逆盤上揚,海倫司漲5.94%,機構看好明年消費復甦;大摩:予呷哺呷哺“減持”評級,目標價3.1港元。

商業服務板塊暴跌。中食民安、雅生活服務等多股跌超14%;EPRINT集團跌超11%;碧桂園服務跌超10%;時代鄰裏跌超9%。物管股午後走高,碧桂園服務漲超6%,房企現金流邊際改善有望緩解物企獨立性擔憂。

綜合消費服務板塊跌幅居前。寶新金融跌超14%;金匯教育跌超13%;中彙集團跌超11%;現代健康科技跌超9%;名仕快相跌超8%。中彙集團績後探底20%,年度公司擁有人應佔利潤5.67億元人民幣。

水務板塊走低。協鑫新能源(舊)跌超6%;粵海投資跌超4%;上海實業環境跌超2%;中國水務、北控水務集團等多股跌超1%。粵海投資附屬擬斥資共7.95億元收購8家公司不同程度股權。

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