《即日市评》忧中美关系恶化 恒指尾市捱沽 科技股吐
市场关注中美关系恶化，港股尾市跌幅扩大。美股昨晚个别发展，道指及标普500指数各升0.6%及0.2%，但纳指破顶後倒跌0.8%，国家外交部发言人指，昨美方突然要求中方关闭驻休斯敦总领馆，这是美方单方面对中方发起政治挑衅，严重违反国际法和国际关系基本准则，中方予以强烈谴责，执笔之时美股道指期货跌31点或0.1%，美汇指数跌至95.2950。人民币汇价走弱，人民币兑美元即期跌123点收7.0059兑一美元、离岸人民币亦挫409点，上证综指升0.4%收3,333、内地创业板指数升近1.2%，沪深两市成交额共1.2万亿人民币。
恒指低开60点後，一度倒升144点见25,779点，但尾市急速下滑并以全日低位收市，全日跌577点或2.3%，收25,057点；国指跌201点或1.9%，收10,243点。大市全日成交总额1,555.86亿元，沪、深港通南下交易录得净流入金额分别为12.2亿及30.55亿元人民币。
【忧中美关系 港股尾市挫】
港股尾市下挫，投资者关注中美关系恶化。科技股今日回吐，腾讯(00700.HK)下滑4.4%收553元，阿里巴巴(09988.HK)、美团点评(03690.HK)各急滑3.5%及6.2%，而小米集团(01810.HK)亦走低5.8%收15.64元，而港交所(00388.HK)股价走低4.9%收361.2元。
花旗发表报告指，恒指公司将於下周一(27日)推出包含30只成份股的恒生科技指数，指数内权重最高的四只股份分别为阿里巴巴(占8.53%)、腾讯(占8.52%)、美团(占8.33%)及小米(占8.11%)。该行预期，恒生科技指数可成「东方纳指」，估计新的恒生科技指数将会与恒指及国指一样成为旗舰指数之一，并会有更广泛的市场推广。花旗提到，港股虽然目前有恒生资讯科技行业指数，但并没有基於该行业指数的交易所买卖基金(ETF)，预料基於恒生科技指数建立的新ETF，有助提高市场交易速度。花旗维持港交所「买入」评级，目标价420元。
【市宽见转弱 中石油弹高】
港股今日市宽转弱，主板股票的升跌比率为14比31(上日为27比18)，下跌股份1,179只(跌幅2.8%)，恒指成份股今日4只股份上升，下跌股份46只，升跌比率为8比92(上日为74比20)。大市今日录沽空214.41亿元，占可沽空股份成交1,296.78亿元的16.534%(上日15.534%)。
中石化冠德(00934.HK)向国家管网公司出售中石化榆济管道全数股权，持有管道资产石油股受捧，全日股价升1.7%，昆仑能源(00135.HK)及中石油(00857.HK)各升9.4%及4.1%。
瑞信发表报告指，中国国家管网公司的管道分拆已正式开始，中石化冠德首先公布了交易详情。该行表示，分拆时机肯定令市场感到意外，预计中石油及昆仑能源可能在非常短期内，或於未来数天会公布分拆详情。该行预期，中石油及昆仑的管道分拆估值考虑或由市场推动，而非约1倍市账率。交易料可能会涉及相当一部分现金，而昆仑的分拆或会出现类似中石化冠德的全现金交易。另外，交易完成的日期估计为9月30日，瑞信维持中石油及昆仑能源股份「跑赢大市」评级，目标价分别3.6元及8.5元。(wl/a)
~
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.
