小智港股覆盤 | 1月6日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌0.29%，報20991點。國企指數跌0.4%，報7143點。恆生科技指數跌1.4%，報4431點。市場約805只個股上漲，868只個股下跌。成交額突破1482.75億港幣，和昨天同期相比下跌14.86%。南下資金淨流出13.44億港幣。
盤面上，食品零售板塊全線走強。麥迪森控股漲超32%；洪九果品漲超15%；亞洲雜貨、金源米業、賓仕國際等多股漲超3%。中金：維持洪九果品“跑贏行業”評級，目標價升91%至105港元。
綜合消費服務板塊表現強勁。金匯教育漲超15%；21世紀教育漲超10%；中教控股漲超8%；希望教育、民生教育等多股漲超7%。中教控股漲超8%領漲職教股，政策密集發佈，職業教育改革持續推進；職業教育板塊走勢強勁，民生教育漲7.69%。
電力板塊漲幅較前。大唐新能源、中廣核新能源等多股漲超8%；信義能源漲超6%；龍源電力漲超5%；中國電力漲超4%。中廣核新能源升8%，22年新增新能源裝機量721萬千瓦，興業指其估值料進一步提升；信義能源升11%，機構指成本端降價帶動行業高速高質增長，公司22年累計裝機容量料增34%；龍源電力擬對廣東新能源增資8160萬元；中國電力完成收購金紫山風電79.67%的股權，代價約人民幣5.47億元。
互聯網醫療板塊多數下跌。阿裏健康跌超4%；平安好醫生跌超3%。國金證券：予阿裏健康“增持”評級，目標價7.51港元；互聯網醫療板塊全面向好，平安好醫生漲5.45%。
汽車板塊跌幅居前。小鵬汽車-W、理想汽車-W等多股跌超6%；零跑汽車、蔚來-SW等多股跌超4%；吉利汽車跌超3%。恆生指數午間收漲1.01%報21003點，汽車股、大消費股回暖，小鵬汽車漲6.90%；招商證券(香港)：維持理想汽車-W“增持”評級，目標價128港元；交銀國際維持蔚來－ＳＷ中性評級，目標價95.2港元；吉利半日升逾2%，極氪去年12月交付近7.2萬輛、完成年度目標。
航空板塊跌幅較前。中國南方航空股份跌超5%；中國東方航空股份跌超3%；國泰航空、中國國航等多股跌超2%。南方航空漲超5%領漲航空股，元旦跨省出行市場活躍，機票價格優先於客流復甦。
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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