内地今早(19日)公布4月“三头马车”数据表现参差，工业增加值胜预期，零售及固产投则逊预期。内地A股两市午后窄幅拉锯，至下午约2时38分，沪综指微升不足1点，深成指微跌9点或不足0.1%。港股今早低开188点后，跌幅辗转收窄，曾一度倒升34点，午后最新报23,309，跌35点或不足0.2%，成交1,446.09亿元。
市场关注全球电动车电池巨擘宁德时代(03750.HK)H股明日(20日)挂牌。港股今日市况胶着，焦点落在近期“明星股”身上。上周五(16日)“染蓝”大热倒灶的泡泡玛特(09992.HK) 低开2.7%后倒升，盘中曾升约5.8%高见207元创纪录高，最新报205元，升4.75%，成交870.93万股，涉资17.38亿元。
中金发表报告指，展望今年，该行将重点放在潮玩等景气赛道龙头，及估值筑底、积极推动改变的龙头布局机会。该行推荐泡泡玛特、布鲁可(00325.HK) 及名创优品(09896.HK) 等。
另3月初上市的蜜雪集团(02097.HK) 盘中高见512.5元。现报510元，升7.37%，成交63.52万股，涉资3.18亿元。大和首次覆盖蜜雪集团予“跑赢大市”评级，目标价539元。该行指其在连锁饮品店行业具无可争议的领导地位，具供应链优势及独特市场定位。(da/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-19 12:25。)
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