《即日市评》忧疫情扩散海外 港股再跌 赌股受压
受到腾讯(00700.HK)、友邦(01299.HK)等跌势所拖累,港股今日持续向下。市场关注内地疫情蔓延至海外地区,美股道指昨晚跌跌128点或0.4%,而南韩宣布截至今早(21日)9时,新增52宗新型冠状病毒确诊病例,累计确诊人数增至156个,成为中国以外第二多确诊病例的地方。上证反覆升0.3%收3,039,深证成指升1.1%,沪深两市成交额共1.1万亿人民币。
恒指今早低开158点後跌幅扩大,曾跌344点一度低见27,264点,全日跌300点或1.1%,收27,308点,连跌两日(累跌347点或1.3%),国指跌123点或1.1%,收10,790点。大市全日成交总额1,002.51亿元,沪、深港通南下交易录得净流入金额分别为9.04亿及1.6亿元。
恒指本周累跌506点或1.8%;国指本周累跌72点或%0.7%。市场关注内地地疫情发展,虽然内地持续复工,但投资者仍担心疫情持续会损及各地的经济活动及产业供应链问题。
【重开後冷淡 濠赌股走疲】
澳门赌昨起部份重开,但报道指气氛较弱,濠赌股今日向下,金沙(01928.HK)跌3.4%。银娱(00027.HK)及新濠国际(00200.HK)各跌2.4%及3.9%%。花旗发表报告指,新濠管理层在业绩後的电话会议中指出,相信疫情受控後,市场需求最终会向上,并预期或会失去2020年逾半的时间,意味澳门或需要更长时间才会见到复苏。
该行引述新濠管理层相信毋须个人游签证就能进入澳门的贵宾厅客户会最先回归,而中场业务则会在个人游及旅行团恢复後开始复苏。管理层亦指出,2020年公司有好的开始,1月初其市场占有率达到有史以来最高,而现时公司在澳门的日均经营开支约为250万美元,而正常日均经营开支水平约为300万美元。该行认为现时仍未知疫情何时可获解决,现时估计上半年澳门博彩收入将跌至每日4.5亿澳门元左右,假设旅游禁令可在年中解除,下半年需求增将带动复苏。
【跌股一千只 车股有支持】
港股今日市宽转弱,主板股票的升跌比率为14比29(上日为22比22)下跌股份1,099只(跌幅2.1%),恒指成份股今日1只股份上升,股份下跌48只股份,升跌比率为2比96(上日为34比58)。
汽车股见支持,东风(00489.HK)走高1.5%、广汽(02238.HK)及华晨中国(01114.HK)股价均升1.8%及1.8%。全国乘用车市场信息联席会(乘联会)公布,截至2月16日,2月份上半月受新型肺炎疫情影响,国内乘用车厂家零售销量按年大跌92%,跌幅创历史最高纪录。
国家商务部表示,下一步将会同相关部门研究出台进一步稳定汽车消费的政策措施,减轻疫情对汽车消费的影响。鼓励各地因地制宜出台促进新能源汽车消费、增加传统汽车限购指标等举措。(wl/a)
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