周三盘中，港股电子烟巨头思摩尔国际（06969）股价大涨8.14%，延续了近期的强劲上涨势头。据悉，该股在过去五个交易日内累计涨幅已超过23%，显示出投资者对电子烟行业前景的积极看法。
此轮上涨背后有多重利好因素支撑。首先，美国海关及边境保护局近期在芝加哥口岸对电子烟产品进行大规模查验，截获大量货物。这一举措被市场解读为美国对非法雾化电子烟监管趋严，有望为合规厂商带来更大的市场空间。其次，日本烟草公司最新发布的财报显示，其新型烟草产品销量同比增长19.0%，其中加热不燃烧（HNB）产品销量更是大增27.7%，凸显了新型烟草产品市场的强劲增长势头。
国金证券分析指出，美国合规市场扩容趋势依旧，HNB行业整体发展态势较为乐观。作为行业龙头，思摩尔国际不仅在雾化业务方面已现拐点，其与英美烟草的深度合作也为HNB业务带来可观的增长空间。在多重利好因素推动下，市场对思摩尔国际的未来发展前景愈发看好，推动其股价持续走强。
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