异动解读 | 思摩尔国际盘中大跌5.07%,HNB新品即将上市未能提振股价

异动解读
06 Jun

港股市场今日出现波动,思摩尔国际(06969.HK)股价在盘中大幅下挫。截至13时16分,该股下跌5.07%,报20.50港元,成交额超过2亿港元。

消息面上,思摩尔国际近期迎来利好消息。根据英美烟草官网公布的信息,其新品Glo Hilo预计于6月9日在日本宫城县率先上市,并计划逐步推广至全国。分析人士指出,日本是全球最大的HNB(加热不燃烧)市场之一,新产品的推出有望为英美烟草在日本市场份额扩张带来新机遇,并促进日本HNB产品渗透率提升。作为电子雾化设备供应商,思摩尔国际有望从中受益。

然而,尽管有利好消息支撑,思摩尔国际股价仍出现大幅下跌。这可能是由于投资者在近期股价上涨后获利回吐,也可能反映了市场对电子烟行业监管趋严的担忧。值得注意的是,该股在昨日已经重挫近12%,今日早盘一度反弹超过4%,但随后再度转跌。

纵观整个港股市场,今日表现呈现结构性分化。恒生指数小幅上涨,科技股和金融股普遍走强,但新消费概念股继续回调。在这种市场环境下,个股表现也出现较大差异。投资者需密切关注市场动向和个股基本面,审慎决策。

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