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《即日市评》恒指「三连升」 收租股扬 小米挫半成
阿思达克 09-15 17:02
港股今日随外围股市续升。美股昨晚上升,辉瑞及BioNTech扩大新冠疫苗第三阶段测试规模,道指及纳指各涨1.2%及1.9%,美财长努钦指已收到甲骨文涉TikTok交易计划及称要审查;执笔之时美汇指数跌至92.93、道指期货最新升74点或0.3%、纳指期货最新升48点或0.4%。中国8月规模以上工业增加值按年升5.6%(优於原预测升5.1%)、8月零售销售按年升0.5%胜预期,而且是年内首录正增长,而人行今开展6,000亿元人民币一年期MLF操作;上证综指涨0.5%收3,295,沪深两市成交额共7,255亿人民币。

恒指今早低开18点後掉头向上,中午前曾升186点一度高见24,826点,全日升92点或0.4%,收24,732点,连升三日(累涨419点或1.7%);国指升22点或0.2%,收9,829点;恒生科技指数升31点或0.4%,收7,348点。大市全日成交总额1,159.36亿元,沪、深港通南下交易全日录得净流入金额分别为15.84亿及20.15亿元人民币。

保险股支撑大市,友邦(01299.HK)及中国平安(02318.HK)全日股价各上扬1.6%及1.4%。港府公布将会在本周五(18日)起会进一步放宽部分社交距离措施,晚市堂食时间会延长至午夜;部分场所包括酒吧、酒馆、派对房间、卡拉OK、泳池及主题公园等可以重开,大家乐(00341.HK)升2.7%,六福(00590.HK)弹7.4%,而九龙仓置业(01997.HK)股价涨近半成。

【九仓置业扬 小米挫半成】

部份科技股回吐,阿里巴巴(09988.HK)股价下滑0.3%收267.4元,小米集团(01810.HK)股价挫5.1%收22.35元。小米集团副董事长林斌以每股22.55元(较昨天收市价折让4.2%)减持3.5亿股今早市前上板,涉近79亿元;林斌同时承诺自公告日期起五年内,他个人及其控制所有实体均不会自行酌情出售其直接或间接实益拥有的公司股份。

特斯拉昨晚股价抽升12.6%收419.62美元,本港上市的新能源汽车股份比亚迪(01211.HK) 今日股价亦上扬12.6%收97.3元。高盛发布报告援引《Sensor Tower》数据显示,特斯拉全球应用软体下载呈逐年上升趋势,最近一周的全球数据年增约20%,该行指应用软体下载趋势显示在中国行业增长前景。

【沽空率下降 内房股跑出】

港股今日市宽变动不大,主板股票的升跌比率为24比18(上日为25比16),上升股份950只(升幅2.8%),恒指成份股今日32只股份上升,下跌股份15只,升跌比率为64比30(上日为54比38);大市今日录沽空147.24亿元,占可沽空股份成930.72亿元的15.82%(上日为18.701%)。

内房股跑出,世茂集团(00813.HK)、富力(02777.HK)、绿城中国(03900.HK)及恒大(03333.HK)股价分别走高3.8%、3.2%、近7%及8%,宝龙地产(01238.HK)股价上扬10.8%。中金发表报告表示,数据显示上周31城新房销售面积按年增长30%,延续增长势头,而且重点城市推盘量持续回落,推盘去化率上升。

中金认为,在行业基本面韧性超预期、政策风险逐渐释放、龙头房企集中度加速提升及板块估值均处历史低位的情况下,看好目前内房板块风险收益,建议投资者增加内房股投资。当中看好销售及盈利增长确定性强、财务安全性高的龙头,如润地(01109.HK)、龙湖(00960.HK) 、世茂及旭辉(00884.HK)。(wl/u)

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