《即日市评》汇控创新低 阿里中芯受追捧
恒指连升三日(累涨419点或1.7%)後，今日反覆回软。市场观望美联储局本周议息、关注局方会否就执行新政策框架提供更多细节、对经济复苏的看法，美股道昨晚微升0.01%、纳指涨1.2%，市传TikTok与甲骨文交易将於美国时间周二下午获华府批准。执笔之时美汇指数处92.94、道指期货最新升89点或0.3%、纳指期货最新升71点或0.6%。上证综指跌0.4%收3,283、深证成指跌1%、内地创业板指数跌1.6%，沪深两市成交额共6,843亿人民币。
恒指高开91点後，升幅扩大至97点曾高见24,829点，午後一度转跌97点，全日跌7点或0.02%，收24,725点；国指升16点或0.2%，收9,845点；恒生科技指数升81点或1.1%。收7,430点。大市全日成交总额1,029.91亿元，沪、深港通南下交易录得净流入金额分别为11.58亿及16.53亿元人民币。
理文造纸(02314.HK)股价弹11.4%、玖纸(02689.HK)涨3.1%，高盛发表报告吁留意中资股末季四大主题，包括受惠疫苗及价值周期股等。
【汇控创新低 阿里中芯涨】
市传蚂蚁集团计划最早下周获得联交所上市批准，阿里巴巴(09988.HK)宣布新业务大数据赋能平台「犀牛智造工厂」上线，全日股价升2.1%报273元，港交所(00388.HK)股价升0.9%。汇控(00005.HK)股价跌0.9%报31.75元，盘中见31.65元再创金融海啸後以来新低。
半导体股逆市向上，中芯(00981.HK)股价抢高3.6%收20.25元，华虹半导体(01347.HK)升6.4%。瑞银发表全球半导体行业报告表示，终端市场总体上朝着正确的方向发展，市场经过今年第二季度行业低谷後，正在多个市场加快复苏包括智能手机、消费电子(CE)、汽车和工业。该行上调全球半导体行业今年收入预测，由原来4,060亿美元(按年跌1.4%)上修至4,310亿美元(按年增长4.5%)。
【沽空率上升 比亚迪弹高】
港股今日市宽略转弱，主板股票的升跌比率为21比22(上日为24比18)，恒指成份股今日21只股份上升，下跌股份28只，升跌比率为42比56(上日为64比30)；大市今日录沽空137.25亿元，占可沽空股份成809.13亿元的16.963%(上日为15.82%)。
比亚迪(01211.HK)今日股价抽高6.5%收103.6元。花旗发表报告指，比亚迪最新的刀片电池及DM技术带来「先行」优势，为公司业务前景带来正面的影响，将公司2020至2022年盈利预测分别上调0.2%、13.2%及3.7%，H股目标价由109.2元升至151元，维持「买入」评级；并指吉利(00175.HK)及比亚迪维持是该行的行业首选。
花旗透过渠道调查显示，比亚迪旗下汉EV订单达到3.5万台，预计批发量在9月及10月提升至6,000及8,000台，并将带动公司9月至12月新能源车销量回复增长，更重要的是汉EV毛利率达到30-35%。
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.
