《即日市评》恒指本周累跌逾4% 手机股挫忧需求不振
阿思达克 02-28 17:26
市场忧新冠状病毒疫情在全球蔓延，市场恐慌情绪升温，港股今日向下，险守两万六关。美国加州33人确诊新型冠状病毒对最少8,400人进行监察，美股道指昨下挫4.4%，纳指亦跌4.6%，执笔之时美汇指数跌至98.2070。内地股市捱沽，上证综指全日急滑3.7%收2,880，深证成指挫4.8%，内地创业板指数挫5.7%，沪深两市成交额共1.13万亿人民币。恒指今早低开529点後，跌幅曾收窄至465点见26,313点，其後跌幅扩大并曾失守26,000点，全日跌648点或2.4%，收26,129点；国指跌290点或2.7%，收10,302点。大市全日成交总额增至1,681.93亿元，为逾一年最多，沪、深港通南下交易全日录得净流入金额分别为32.44亿及14.14亿元人民币。腾讯(00700.HK)跌3.3%，阿里巴巴(09988.HK)跌2.5%。恒指本周累跌1,178点或4.3%，国指本周累跌407点或3.8%，南韩、日本、意大利等多国的新型冠状病毒疫情扩大，担心影响全球产业链及经济表现。而恒指2月累跌182点0.7%，国指2月累升61点或0.6%。【手机股捱沽 忧需求放缓】手机及设备股今日捱沽，小米(01810.HK)跌2.6%，中兴(00763.HK)走低4.6%，舜宇(02382.HK)及瑞声(02018.HK)各挫5.2%及6.6%。摩根士丹利发表报告指，其渠道调查发现目前5G型号占内地智能手机销售量约10%至15%，预料年初至今年2月中，分销5G手机的销量约500万至600万部。由於一二线城市的控制更为严格，因此认为目前新型冠状病毒肺炎疫情对5G手机的影响较4G手机为大，即使过去两周手机销量已因生产恢复而有轻微改善。大摩表示，内地今年5G智能手机销售料或难达该行预测的2亿部，虽然仍然认为供应问题在今年会正常化，但市场需要下调需求预测。行业股份方面，大摩仍喜好有iPhone业务多於有Android业务的企业，认为若第二季需求依然疲弱，代工生产商会减少购买零件。该行对舜宇光学(02382.HK) 评级为「减持」，目标价98元。 【跌股千五只 九仓复牌挫】港股今日市宽转弱，主板股票的升跌比率为6比41(上日23为比20)，下跌股份1,548只(跌幅3.06%)，恒指成份股今日无股份上升，下跌股份49只；大市今日录沽空288.16亿元，占可沽空股份1,457.65亿元的19.769%(上日为19.716%)。九仓(00004.HK)今日复牌後股价下挫16.5%收16.44元，九仓置业(01997.HK)跌6.2%，会德丰(00020.HK)下滑10%。瑞银发表报告，认为会德丰获提私有化，将会对九龙仓集团及九龙仓置业带来短期的负面影响，因为这会大幅增加这两家公司的股票流通量。根据公司的指引，在私有化後，九龙仓置业的流通量将会由33.5%提升至55.4%，而九龙仓的流通量则会由29.2%提升至51.1%。另外，部分持有会德丰股份的散户在收取九龙仓置业及九龙仓的股份後或会出售套现，亦会带来风险。
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