《即日市评》忧美国对微信禁令 腾讯挫半成 科技股捱沽
市场忧腾讯(00700.HK)遭美国禁令打击,港股今日向下。外电报道,美国总统特朗普周四(6日)签署行政命令,禁止美企45天後与TikTok母公司字节跳动及WeChat母公司腾讯进行交易,解决微信所构成的威胁,但其後外电引述美国官员表示,现时命令只针对微信,不针对腾讯的其他交易。执笔之时美汇指数回升至93.1010,道指期货最新跌125点或0.46%,纳指期货最新跌53点或0.5%。中国7月按美元计进口按年跌1.4%(市场原预期升0.9%),上证综指跌近1%收3,354,深证成指跌1.6%,沪深两市成交额共1.26万亿人民币。
恒指低开21点後跌幅扩大,中午前曾跌762点一度低见24,167点,其後传出腾讯旗下游戏未受禁令波及,大市跌幅收窄,恒指全日跌398点或1.6%,收24,531点;国指跌138点或1.4%,收10,063点;恒生科技指数跌190点或2.5%,收7,386点。大市全日成交总额1,778.28亿元,沪港通南下交易录得净流出金额20.24亿元人民币,深港通南下交易录得净流入金额23.45亿元人民币。
恒指本周累跌63点或0.3%、国指本周累升23点或0.2%、而恒生科技指数本周累升231点或3.3%。市场关注中美关系日趋紧张。汇控上半年列帐基准及经调整除税前溢利均逊预期,本周二曾创盘中低见32.1元。
【忧美国禁令 腾讯挫半成】
腾讯(00700.HK)股价急跌,曾失守500元跌一成,最终全日跌5%报527.5元。腾讯发言人表示,正在研究美国总统特朗普最新颁布的行政命令。而美国《洛杉矶时报》记者Sam Dean在社交媒体发文指,白宫官员向该报确认行政命令仅禁止美企与微信进行交易,而腾讯旗下电脑游戏公司将不会受到影响。因此,腾讯旗下Riot Games开发的《英雄联盟》及参投Epic Games开发的《要塞英雄》等均「安全」。
字节跳动发表声明,批评该行政命令没有遵循法律程序,对此感到非常震惊,强调若公司未能获得公正的对待,公司将诉诸美国法院。
【跌股千二只 长实有沽压】
港股今日市宽转弱,主板股票的升跌比率为13比31(上日为22比22),下跌股份1,203只(跌幅2.6%),恒指成份股今日7只股份上升,下跌股份42只,升跌比率为14比84(上日为16比80);大市日录沽空193亿元,占可沽空股份成1,384亿元的14.008%(上日为16.363%)。
长实集团(01113.HK)半年少赚58%兼削减派息,全日股价跌近7%收41.45元。汇丰环球研究发表报告指,长实集团上半年表现较差,基本溢利跌36%至84亿元,但因早前已发盈警,故属市场意料之内。然而,其派息按年削35%,派息比率为15%,是21年来首次减派息,相信最令市场失望。
汇丰环球研究指,基於长实集团派息政策不确定性增加,以及业务复苏较预期较慢,因此将评级由「买入」降至「持有」,目标价由58.1元降至49.6元。
此外,电盈(00008.HK)向香港电讯(06823.HK)转让Now TV,加上主席李泽楷拟增持2%股份,股价逆市升9.1%。(wl/u)
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