小智港股覆盤 | 1月4日
今日，港股三大指數集體上漲。截止收盤，恆生指數大漲3.22%，報20793點。國企指數大漲3.39%，報7065點。恆生科技指數大漲4.58%，報4427點。市場約1121只個股上漲，609只個股下跌。成交額突破1496.36億港幣，和昨天同期相比增長24.02%。南下資金淨流入50.1億港幣。
盤面上，互聯網醫療板塊全線走強。阿裏健康漲超11%；平安好醫生漲超7%；醫脈通、醫渡科技等多股漲超5%。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%。
媒體板塊暴漲。閱文集團漲超18%；嘉鼎國際集團、智美體育、京基智慧文化等多股漲超8%；超媒體控股漲超5%。西部證券首予閱文集團“買入”評級，目標價36.96港元；嘉鼎國際集團擬”2供1“基準供股，最多淨籌4850萬港元。
商業服務板塊全線走強。時代鄰裏漲超15%；旭輝永升服務漲超12%；碧桂園服務、華聯國際等多股漲超11%；碧瑤綠色集團漲超8%。時代鄰裏漲超11%領漲物管股，機構指物業板塊已進入最佳配置期，估值修復有望持續；恆生指數午間收漲2.30%報20608點，內房及物業股偏強，碧桂園服務漲10.17%。
電子板塊跌幅居前。大洋集團跌超13%；艾伯科技、中華銀科技等多股跌超11%；舜宇光學科技跌超10%；通達宏泰跌超7%。舜宇光學科技擬發行3.5年期和/或5年期高級美元可持續掛鉤債券，今日起召開投資者電話會議。
通信設備板塊走弱。協同通信、聖馬丁國際等多股跌超5%；比亞迪電子跌超4%；晨訊科技跌超3%；ATLINKS跌超2%。國泰君安升比亞迪電子目標價23%至30.69港元，維持“買入”評級。
專業服務板塊走弱。中安控股集團跌超13%；高奧士國際跌超10%；烯石電車新材料跌超4%；今海國際、星亞控股等多股跌超3%。
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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