《即日市评》腾讯领航大市续升 赌股停业捱沽
港股今日随外围持续回升。美股昨晚因供应管理协会制造业PMI胜预期亦支持大市，道指升0.5%，据外电报道，中美两国上月15日签署首阶段贸易协议，并会在2月中生效。但当中有一条条款规定「在自然灾害或其他不可预见的事件中」可延期遵守该协议，目前尚未知道中国是否已正式要求就此作磋商，执笔之时美汇指数处至97.95。上证综指升1.3%收2,783，内地创业板指数升4.8%，沪深两市成交额共9,101亿人民币。
恒指高开134点後升幅扩大，曾升373点曾高见26,730点，全日升319点或1.2%，收26,675点，连升两日(累涨363点或1.4%)；国指升167点或1.6%，收10,435点。大市全日成交总额1,358.55亿元，沪港通南下交易净流入金额44.06亿元人民币，深港通南下交易净流出2.06亿元人民币。
【恒指两连升 科技股弹高】
科网股受追捧，腾讯(00700.HK)、阿里巴巴(09988.HK)及美团点评(03690.HK)股价分别走高3.4%、4%及1.5%，小米集团(01810.HK)股价各抢高4.3%，金山软件(03888.HK)股价弹11.4%。手机设备股亦扬，舜宇(02382.HK)抽升4.8%。
法巴近日发表报告，相信内地疫情对大中华智能手机供应链的基本面及产能影响有限，该行维持对包括瑞声科技(02018.HK)及舜宇光学等「估值合理」的看法，指市场因内地疫情自1月29日以来的负面情绪，对相关股份带来沽压。但该行认为股份经近期沽压後，正提供大中华智能手机供应链股份良好吸纳机会，料潜在所受影响有限，因行业大部分供应链在河北省以外地方、而苹果公司未来仍会维持多元化供应链政策。
【停赌场营运 银娱金沙软】
港股今日市宽改善，主板股票的升跌比率为33比13(上日为17比28)，上升股份1,225只(升幅3.4%)，恒指成份股今日44只股份上升，下跌股份4只，升跌比率为88比8(上日为36比60)；大市今日录沽空207.03亿元，占可沽空股份成1,094.55亿元的18.914%(上日为19.504)。
澳门中午公布将暂停赌场营运半个月，濠赌股午後造淡，银娱(00027.HK)股价走低2.3%，金沙中国(01928.HK)下滑近2%。摩根士丹利发表报告表示，相信消息对澳门博彩营运商影响明显负面，不单止会下调对澳门今年首季赌收预测，基於营运商需要负担固定成本，相信会令营运商业绩受损，估计证券同业将调低濠赌股盈利预测，相信濠赌股至今年6月前月度赌收透明度已变得有限。
该行指，濠赌股股价虽已回落，但现估值相当预测今年企业价值对EBITDA的10倍，参考以往历史，濠赌股在艰难时刻时其业价值对EBITDA回落至8倍水平。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
