《即日市评》恒指两连跌 阿里绩前靠稳 友邦捱沽
美汇指数上升，港股今日随外围股市续跌。美联储议息纪录显示委员下调下半年经济预测，并强调需要更多财政政策支援应对新冠疫情，美股道指昨晚跌0.3%及纳指走低0.6%；据《华尔街日报》引述中美两国官员报道，中美贸易谈判代表计划在数日举行视像会议，评估首阶段贸易协议的进展。执笔之时美汇指数升至93.1070，美股道指期货最新跌136点或0.5%，美股纳指期货最新跌50点或0.5%。今早人民币中间价下调106点报6.9274兑一美元，上证综指跌1.3%收3,363，深证成指跌1.1%，沪深两市成交额降至8,718亿人民币。
恒指今早低开123点见25,055点，其後跌幅一度扩大至557点见24,621点，尾市跌幅略收窄，全日跌387点或1.5%，收24,791点，连跌两日(累跌575点或2.3%)；国指跌157点或1.5%，收10,155点；恒生科技股指数升17点或0.2%，收7,167点。大市全日成交总额1,181.87亿元，沪、深港通南下交易录得净流入金额分别为6.49亿及10.81亿元人民币。
科技股走个别，腾讯(00700.HK)、美团(03690.HK)及小米(01810.HK)股价各升0.4%、1.6%及2%，但阿里巴巴(09988.HK)公布季绩前夕股价微跌0.2%收255元。此外，金管局放宽非住宅物业按揭成数上限，美联工商铺(00459.HK)盘中曾飙升一倍，最终抽升47%收0.106元。
【阿里绩前靠 友邦绩後弱】
友邦(01299.HK)今日公布中期业绩後股价跌3.3%收72.15元，该公司今早公布中期业绩显示，按固定汇率计算，新业务价值按年下跌37%至14.1亿美元，逊预期(本网综合9间券商预期，友邦今年上半年新业务价值介乎14.9亿美元至16.04亿美元，中位数15.87亿美元)；年化新保费下跌24%至25.79亿美元；新业务价值利润率减少11.1个百分点至54.4%，期内集团旗下香港业务的新业务价值按固定汇率计录得68%下降(至3.06亿美元)。
花旗指，友邦上半年新业务价值按实质汇率计按年跌38%至14.1亿美元，低於该行原预期11%，指其年化新保费跌25%，指上半年内含价值亦按半年意外下跌4%至596亿美元，并相信友邦今日股价会受业绩消息所拖累，因市场关注其新业务价值及内含价值均下跌。
【沽空率上升 内银股造淡】
港股今日主板市宽转弱，主板股票的升跌比率为14比30(上日为17比23)，下跌股份1,161只(跌幅2.5%)，恒指成份股今日6只股份上升，下跌股份44只，升跌比率为12比88(上日为26比68)；大市日录沽空176.02亿元，占可沽空股份成927.5亿元的18.977%(上日为15.591%)。
。
内银股向下，建行(00939.HK)及工行(01398.HK)各跌3.2%及2.7%，交行(03328.HK)及招行(03968.HK)各跌2.1%及2.4%。摩根大通发表报告指，内银股将在8月27日起开始公布第二季业绩。虽然收入按年稳定增长4%，但预期第二季的纯利会按年减少24%，因为银行确认的坏帐及处置快速增长。该行将内银股2020至2022年的盈利预测下调，以反映更高的减值准备。
摩通认为，虽然内银盈利减少，但股股价的下行风险有限。该行将内银股2020至2022年的盈利预测分别下调10%、8%及6%，主要是因为减值支出上升所致，而收入预测则大致不变。将内银股的目标价平均下跌8%。
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.
