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《即日市评》内地PMI改善 港股乾升 内房股舞高
阿思达克 12-02 17:02

恒指今日回升。市场关注中美贸易谈判进展,国家外交部发言人华春莹宣布,中国政府决定即日起暂停审批美军舰机赴港休整申请,同时对美国国家民主基金会、美国国际事务民主协会、美国国际共和研究所、人权观察、自由之家等在香港修例风波中表现恶劣的非政府组织(NGO)实施制裁,执笔之时美汇指数升至98.3120。而中国11月官方制造业PMI升至50.2胜预期,11月财新中国制造业PMI录得51.8高预期为2017年以来最高,上证综指升0.1%收2,875,沪深两市成交额3,425亿人民币。

恒指午後窄幅上落,全日升98点或0.4%,收26,444;国指升62点或0.6%,收10,363。大市全日成交总额降至670.63亿元。沪、深港通南下交易半日录得净流入金额分别为17.05亿及7.24亿元人民币。腾讯(00700.HK)股价升0.4%收333,成交额34亿元;阿里巴巴(09988.HK)股价下滑1.5%收195.5元,成交额52.16亿元,占港股全日成交7.8%。

此外,本港10月零售销售临时估计为301亿元,按年跌24.3%,录有记录以来最大单月按年跌幅,并连续下跌九个月。

【成交额缩减 内房股舞高】

市场憧憬内地个别政市放松政策,内房股受资金追捧,融创中国(01918.HK)全日抽高6.9%收40.8元,华润置地(01109.HK)股价升4.3%,而中国恒大(03333.HK)走高近6%,而中国海外(00688.HK)升2.7%。花旗发表报告表示,据其追踪第三方代理数据,34个间上市的内房商11月销售数据,按年上升28%优於市场预期(10月按年升33%、9月升30%),虽然较10月按月跌6%,指11月销售强劲反映发展商推售新盘,及迎来当地更有利的政策环境,该行估计内房商12销售回升趋势可持续。

瑞信发表报告表示,据内媒近日报道广东省佛山楼市公布限购定向松绑,瑞信估计内地至明年1月进一步放松内地楼市政策的机会上升,指目前内房行业估值相当预测2020财年每股资产净值折让48%,随着行业政策面临放松,中期具质素增长改善,相信内房股将可跑赢大市,首选包括中国海外、融创、旭辉(00884.HK)及合景泰富(01813.HK)。

【沽空率下降 广汽有支持】

港股今日市宽略改善,主板股票的升跌比率为20比21(上日为13比31);恒指成份股今日26只股份上升,下跌股份16只,升跌比率为52比32(上日为0比100);大市今日录沽空90.48亿元,占可沽空股份成交532.75亿元的16.984%(上日19.353%)。

部份车股造好,广汽(02238.HK)股价上扬2.8%,华晨中国(01114.HK)股价涨1.2%。麦格理发表报告表示,继深圳及广州後,预期明年有更多重点城市放宽汽车牌照限制,惟相信内地政府发布需要较多财政支持政策的机会较低,因考虑到财政压力。因此该行对汽车行业的偏好次序分别是高端低端新能源汽车,当中持续看好高端且拥有较强合营品牌将受惠於换车需求带动;对低端品牌面对的市场竞争加剧感忧虑;而新能源汽车补贴下降带来负面影响。该行予华晨、东风(00489.HK) 及广汽「跑赢大市」评级。

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