《即日市评》恒指见三个月低位 汇控挫半成失30元关
受汇控(00005.HK)、友邦(01299.HK)及科技股跌势所拖累，港股今日向下及失守两万四关。美股上周五均跌近1%，据外电报道，美国总统特朗普原则上支持字节跳动旗下抖音国际版(TikTok)成立於美国设立总部，并以夥伴模式经营的TikTok Global，并以此模式允许TikTok继续在美国营运；执笔之时美汇指数升至93.26，美股道指期货最新跌612点或2.2%、美股纳指期货最新跌181点或1.8%．。人币中间价下调4点报6.7595兑一美元，上证综指跌0.6%收3,316、深证成指跌0.7%，沪深两市成交额7,551亿人民币。
恒指今早高开28点，早段曾升87点一度见24,542点，其後掉头向下，午市最多跌527点一度低见23,928点，全日跌504点或2.1%，收23,950点，跌至三个月低；国指跌162点或1.7%，收9,640点；恒生科技指数跌176点或2.4%，收7,195点。大市全日成交总额1,149.15亿元，沪、深港通南下交易录得净流入金额分别为13.34亿及13.26亿元人民币。濠赌股造淡，银娱(00027.HK)及金沙(01928.HK)股价均挫4.8%，瑞信下调澳门今年赌收预测，由按年跌72%下修至跌81%，因贵宾厅规模减少，建议避开一些较高负债、贵宾厅业务偏重、资产配置较少弹性的濠赌股。
【汇控挫半成 失三十元关】
报道指汇控及渣打(02888.HK)等银行过去转移可疑交易资金，另市传汇控亦被指或被中国商务部列入不可靠实体清单，汇控今日股价领跌大市，全日股价下挫5.3%收29.3元，创25年低位。单股拖累恒指跌94点；渣打全日股价亦跌6.2%收34.9元。
据外媒取得由银行向美国财政部提交的机密文件显示，大型银行於1999年至2017年间，即使内部合规部门得悉资金来源有可疑，仍然协助客户进行相关资金调配。银行提交的相关「可疑活动报告」多达2,100份，涉及金额逾2万亿美元，牵涉银行包括汇控、渣打集团、摩通、德银及纽约梅隆银行。汇控回应报道指，相关文件已是过去事件，集团指至2012年汇控已经过多年工作以加强打击金融犯罪的能力。渣打则回应指，集团肩负打击金融犯罪之责任，亦有投资於合规部门。
此外，内媒《环球时报》首席记者Qingqing Chen在其社交平台Twitter引述消息表示，联邦快递(FedEx)汇控有机会为首批被中国商务部列入不可靠实体清单的企业，以回应美国对中国企业的胁迫行为。
【沽空率上升 小米股价挫】
港股今日市宽转弱，主板股票的升跌比率为10比34(上日为26比17)，下跌股份1,313只(跌幅2.8%)，恒指成份股今日3只股份上升，下跌股份47只，升跌比率为6比94(上日46比50)；大市今日录沽空161.09亿元，占可沽空股份成886.72亿元的18.167%(上日为16.371%)。
部份科技股捱沽，腾讯(00700.HK)及阿里巴巴(09988.HK)股价各跌1.6%及2.8%，小米集团(01810.HK)全日挫6.6%收20.6元。野村发表报告表示，下调对小米集团投资评级，由原来「买入」降至「中性」，维持对其目标价23元，认为其风险与回报比率已降低。该行指，基於预期对华为受到美国制裁情况不太可能进一步恶化，相信华为事件对小米集团的敏感度影响会减少。该行料小米可能成为科技股的领跑者，因为该行认为市场对华为和半导体行业调整的担忧，将使其成为自2020年中期以来最具防御性的股票；然而，该行认为小米最近受华为问题推动的股价上涨，相信市场或属过度憧憬。(wl/a)
~
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.
