恆指受制23,600倒跌逾270點 惟瑞聲及石藥逆升4%
美國參議院與華府就2萬億美元刺激經濟方案達協議,但市場關注巨額方案能否短期內於參眾兩院順利通過。美股期貨全面跌0.5%-0.6%,道指期貨扭轉昨晚反覆續彈2.4%勢,報20,928,回吐98點。亞太區股市今早個別發展,日經半日市急吐3.8%曾低見18,643;但澳菲紐續彈1.5%-4%。
恆指承過去兩天急彈勢,今早高開77點報23,604欠承接,掉頭曾吐363點低見23,163,現造23,252,回吐274點或近1.2%,成交額427億元。
藍籌股普遍受壓,尤其是匯控(00005.HK)、恆生(00011.HK)、煤氣(00003.HK)、吉利(00175.HK)、中信股份(00267.HK)、申洲(02313.HK)、恆安(01044.HK)、內房股中海外(00688.HK)及潤地(01109.HK)吐逾2%-3%,前者報45.25元。不過,石藥(01093.HK)續升4%報16.66元,股價重越20天線(16.56元)。
瑞聲科技(02018.HK)昨午公布去年末季少賺27.5%,瑞信及大摩績後分別給予目標價59元及55元,以反映末季純利符該行預期,評級分別為「中性」及「與大市同步」。該股三連彈,今早略低開考驗10天線(39.75元),最多吐2.6%低見39.15元獲承接,掉頭曾升7.5%高見43.2元,現造41.8元,續彈4%,成交1,022萬股。
瑞聲公布,受毛利降及研發成本漲拖累,去年純利按年跌近42%至22.22億人民幣(下同),屬市場預期下跌32.4%-46.8%範圍內;每股盈利1.84元,面對疫情,公司為增加流動性,十年來首次不派末期股息。期內,毛利按年跌逾24%至51.07億元,毛利率按年跌8.6個百分點至28.6%;總營收按年跌1.4%至178.84億元。單計末季,純利按年跌27.5%至7.57億元,毛利率按年降9.1個百分點至29%,按季也跌0.6個百分點;總收入跌9.6%至53.05億元。公司警告,在疫情全球肆虐下,將令公司今年首季收入、毛利和淨利潤受到不利影響。
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