《即日市评》恒指回升 瑞声急弹近13% 九仓置业弱
港股昨急滑577点或2.3%後，今日反覆回升。美国指令中国关闭驻休斯顿领事馆，市场关注中美关系紧张，美股道指昨晚升0.6%，纳指涨0.2%，执笔之时美股道指期货升135点或0.5%，美汇指数跌至94.8410。人行今开展500亿人币7天期逆回购操作，单日净回笼4,977亿人币，据《路透》引述消息指人行近期暂停放宽政策，但不意味收紧政策，上证一度跌逾2%，尾市有支持，全日跌0.2%收3,325，内地创业板指数升1.1%，沪深两市成交额共1.25亿人民币。
恒指高开177点後，早段曾升288点一度高见25,346点，其後曾倒跌65点见24,992点，尾市升幅再度扩大，全日升205点或0.8%，收25,263点；国指升81点或0.8%，收10,325点。大市全日成交总额1,405.72亿元，沪、深港通南下交易录得净流入金额分别为23.57亿及27.1亿元人民币。港交所(00388.HK)股价上扬4%，部份科技股回升，腾讯(00700.HK)及美团点评(03690.HK)股价各涨3.3%及3.5%。车股受捧，比亚迪(01211.HK)股价升7.4%。
【恒指见回勇 瑞声弹一成】
手机设备股有支持，舜宇光学(02382.HK)股价升3.5%，瑞声科技(02018.HK)股价急升12.9%收59.85元，成升幅最大的蓝筹股。摩根士丹利发表报告指瑞声在重组後的光学业务引入四位策略投资者，包括小米和OPPO，该行相信该批投资者的焦点是晶圆级玻璃(WLG)的潜力，而非在瑞声的低端塑胶镜头扩张产能。该行予瑞声目标价60元，评级「与大市同步」。
瑞信发表报告表示，升瑞声评级，由「中性」上调至「跑赢大市」，以反映其光学业务发展的改善预期，认为其风险回报值吸引，目标价由47.3元升至66.4元。该行指，瑞声为光学业务引入四位策略性投资者，增资11.5亿元人民币，补充营运资本和扩张光学业务。该行引瑞声述管理层指，资本补充可以有更大的灵活性，以满足未来所需，同时对未来光学业务资本开支和发展计划维持不变。
【市宽见改善 九仓置业软】
港股今日市宽改善，主板股票的升跌比率为24比19(上日为14比31)，恒指成份股今日22只股份上升，下跌股份27只，升跌比率为44比54(上日为8比92)。大市今日录沽空181.8亿元，占可沽空股份成交1,132.65亿元的16.051%(上日16.534%)。
市场忧新冠疫情在本港蔓延，九龙仓置业(01997.HK)全日股价跌3.4%收29.7元，成跌幅最大蓝筹股。摩根大通发表报告表示，料於7月30日公布中期业绩的九龙仓置业，将会成削减派息幅度最大的本地地产股，因预期公司营运环境转趋困难。不过，即使旗下零售商场海港城估值遭到下调，该行指市场已迅速在股价反映最坏情境预测。
摩根大通指，虽然新冠疫情近期在本港蔓延，但不建议投资者在现水平对九龙仓置业进行沽空，维持对九龙仓置业「中性」评级及目标价36.9元。基於料本港住宅楼相对稳固，该行在本港地产股中喜爱发展商，新地(00016.HK)、新世界发展(00017.HK)及嘉里建设(00683.HK)属该行的行业首选股。(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.
