【特约大V】邓声兴:港股跌势维持 两万四拉锯

金吾财讯
10 Jul

金吾财讯 | 恒指周三(9日)收市报23892,跌255点或1.1%。大市全日成交2338亿元。国指挫1.3%,报8597;科指挫1.8%,报5231。本地地产股整体挨沽,发可换股债券的恒基地产(00012),全日泻8.6%,造25.9元,为包尾蓝筹;新世界(00017)据报计划分批出售其在内地的房地产资产,收跌1.4%,造5.47元;金价失守3300美元,金矿股受压。紫金(02899)挫3.4%,造20元;招金(01818)跌1.4%,造19.68元;道指周三(9日) 收市报44240点,跌165点或0.37%。44458点,升217点或0.49%;标指涨0.61%,报6263点;纳指上扬0.94%,报20611点。重磅股中,微软获券商调高评级,股价涨1.4%;亚马逊Alphabet及Meta股价齐升逾1%。苹果公司反复回升0.5%,白宫贸易顾问纳瓦罗(Peter Navarro)于霍士财经批评苹果认为自己“大得不能被征收关税”。星巴克中国业务据报获多个买家洽购,股价一度弹高3.1%,收市微升0.3%。波音走高3.7%,为升幅最大道指成份股。UnitedHealth滑落1.6%,为表现最差道指成份股。亚太股市今早(10日)个别走,日经225指数现时报39627点,跌193点或0.49%。南韩综合指数现时报3157点,升24点或0.77%。港股跌势维持,两万四拉锯。恒瑞医药(01276)近年中国创新药发展迅速、全球医药合作及企业海外布局升温。据Insight 数据库,截止至 6 月 29 日,今年上半年全球有近 1200 款新药进展发生变化,研发机构中,恒瑞医药(01276)凭借 42 款新药发生进展的绝对数量优势,继续断层领先为榜首。集团近期刚完成“A+H”上市,料可进一步打开集团融资渠道,行使超额配售权后合计所得款项净额估计约为112.19 亿港元,可提供更充沛的现金流保障长期稳健发展。数据显示,恒瑞医疗2024 年收入同比增长22.6%至279.8 亿元,归母净利润同比增长47.3%至63.4 亿元;今年首季度收入同比增长20.14%至72.1 亿元,归母净利润同比增长36.9%至18.7 亿元,经营表现亦属稳健。考虑近期政策面陆续出台多个政策方针支持创新药发展,集团作为行业龙头,在中国多领域具备丰富的新产品储备连同持续授出海外权益,管线具全球化竞争力,有望可更好受益,今年下半年业务表现值得期待,投资者可留意。目标价$80.00,止蚀价$60.00。(笔者未持有上述股份)

作者:香港股票分析师协会主席邓声兴博士

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10