港股午评|恒生指数早盘涨2.55% 微创系集团飙升

智通财经
14 Mar

智通财经APP获悉,港股恒生指数涨2.55%,报24060点;恒生科技指数涨2.75%。港股早盘成交1590亿港元。

微创系集体飙升,小摩此前发布研报称,微创机器人的订单趋势强劲,亦属微创医疗旗下重要的子公司,预计由于中国和海外机器人安装的快速扩张,前者对集团销售贡献将由2024年约3%升至2033年约40%。微创脑科学(02172)涨18%;微创医疗(00853)涨13%;微创机器人-B(02252)涨1.97%;心通医疗-B(02160)涨1.82%。

CRO概念股回暖,AI+CXO融合进入新阶段,机构称CRO外部环境或有好转。维亚生物(01873)涨13%;药明生物(02269)涨14%;康龙化成(03759)涨8%;泰格医药(03347)涨7.86%。

锦欣生殖(01951)涨超17%,全国生育补贴政策有望落地,公司为民营辅助生殖行业龙头。

内险股全线走高,长端利率回升有助于缓解配置压力,机构称资负共振或将持续。中国太保(02601)涨11%;新华保险(01336)涨10.99%;中国人寿(02628)涨7.85%;中国平安(02318)涨6.12%。

贝壳-W(02423)涨超12%,公司获纳入港股通,花旗料其上季业绩有望小幅超预期。

泡泡玛特(09992)再涨超4%,近期获美泰授权推出芭比娃娃系列,大摩预计公司Q1销售有望翻倍。

中烟香港(06055)涨超4%,2024年权益持有人应占年内利润同比增超四成,利润增幅表现超预期。

友邦保险(01299)绩后跌超2%,高盛指其上财年新业务价值略低预期,新股票回购计划低于预期。

长和(00001)跌超4%,此前宣布拟向贝莱德财团出售大部分港口。

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