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《即日市评》恒指倒跌 内银绩後受压 吉利跑出
阿思达克 08-31 17:05
港股今日先升後回。美股上周五造好,道指升0.6%,标普及纳指创收市新高均升0.6%,市场续关注中美关系发展;8月中国制造业采购经理指数为51%略逊预期、8月中国非制造业商务活动指数55.2%按月上升。执笔之时美汇指数跌至92.4260,美股道指期货最新升83点或0.3%,美股纳指期货最新升43点或0.4%。人币中间价续上调286点报6.8605近十四个月高,上证综指3,400点得而复失,全日跌0.2%收3,395、深证成指跌0.7%,沪深两市成交额共1.03万亿人民币。

恒指高开310点,其後升幅曾扩大至425点一度高见25,847点,但内银股午後下滑,大市转跌,恒指以全日低位25,177点收市,跌245点或1%。国指跌191点或1.9%,收9,991点;恒生科技指数跌37点或0.5%,收7,543点。大市全日成交总额1,817.7亿元,沪、深港通南下交易录得净流入金额分别为25.9亿及29.99亿元人民币。

证监会公布认可两只在香港与内地交易所买卖基金(ETF)互挂计划下的ETF在香港联交所上市、百胜中国(YUMC.US)宣布在港第二上市计划明日起招股,港交所(00388.HK)全日股价走高2.8%收391.2元。

【内银绩後弱 工建农行挫】

内银股受压,工行(01398.HK)全日股价跌3.6%收4.34、建行(00939.HK)股价下滑2.8%%收5.49元,农行(01288.HK)走低3.4%收2.59元,而中行(03988.HK)走低0.8%,邮储银行(01658.HK)挫8.5%。摩根大通发表报告表示,四大内银今年第二季纯利按年下滑25%,大致符合预期,但无论如何,综合总体业绩令人失望,第二季拨备前利增长较首季放缓,手续费增长走弱及净息差受压;资产质素则好坏参半,四大内银不良贷款比率持续上升,但拖欠贷款有所下滑。

该行指在四大内银中,中行季绩属最佳,今年第二季若撇除一次性商品产品亏损因素後,季内拨备前利润按年升10%。内地四大内银第二季拨备前利润按年升3%,较首季增幅6%有所收窄,主要受净息差收窄影响(按年收窄5个基点及按季收窄10个基点)。该行表示,四大内银资产质素则好坏参半,农行不良率升3个基点、中行升2个基点、工行及建行按季升7个基点,而农行、建行及工行均进取地增加不良贷款拨备确认。

【小米有支持 吉利股价扬】

港股今日市宽转弱,主板股票的升跌比率为17比28(上日为33比13),下跌股份1,070只(升幅3.1%),恒指成份股今日16只股份上升,下跌股份33只,升跌比率为32比66(上日为88比8);大市今日录沽空亿元,占可沽空股份成亿元的%(上日为18.914)。

科技股发展不一,腾讯(00700.HK)及美团(03690.HK)股价各走低1.9%及3.6%,但阿里巴巴(09988.HK)及小米(01810.HK)股价各走高2.1%及4.4%。摩根大通发表报告指出,与小米管理层倾谈後,发现公司对其在内地智能手机上的发展进度保持乐观,将继续执行其双品牌策略,同时还会将线下渠道扩展至四至七线城市。整体而言,相信小米的前景在未来数季更为正面,随着在中国的市占率上升,料未来数季将实现强劲增长,维持「增持」投资评级,目标价23元。

此外,吉利(00175.HK)股价上扬4%收16.38元。据内地传媒报道,浙江证监局官网披露,中金公司与华泰联合关於吉利汽车(00175.HK)的上市辅导工作已於日前全部完成,择日将正式递交科创板招股说明书。意味吉利汽车将正式向「科创板整车第一股」发起冲击。(wl/a)

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