《即日市评》恒指止连升 阿里及美团捱沽
恒指连升六日(累涨537点或2%)後,受腾讯(00700.HK)及友邦(01299.HK)等跌势拖累下,今日回吐。市场关注中美关系发展,《路透》引述取得的报告及数名消息人士指,美国总统特朗普团队拟将中芯(00981.HK)及中海油(00883.HK)增加至与中国军方关连企业之黑名单;执笔之时美汇指数跌至91.71,道指期货最新跌270点或0.9%、美股纳指期货最新跌36点或0.3%。中国11月官方制造业PMI录52.1胜预期、中国11月非制造业商务活动指数56.4%胜预期,上证综指全日跌0.5%收3,391,深证成指跌0.2%,沪深两市成交额共9,507亿人民币。
恒指低开41点後,早段曾倒升66点一度高见26,960点,但在27,000点前受阻後倒跌,午後跌幅曾扩大至572点,最终全日跌553点或2.1%,收26,341点;国指跌243点或2.3%,收10,546点;恒生科技指数跌70点或0.9%,收8,019点。MSCI指数调整关系,大市全日成交金额增至2,406.87亿元,沪、深港通南下交易录得净流入金额分别为28.27亿及30.13亿元人民币。
恒指11月累升2,234点或9.3%、国指11月累升786点或8.1%、恒生科技指数11月累升484点或6.4%。市场关注中美关系发展、蚂蚁集团原定於11月5日在中港两地上市、惟因内地收紧互联网小贷监管要求,其上市前夕「临门一脚」被煞停。而特首上周发表施政报告指,中央将批准纳入未有盈利的生物科技公司及内地科创板股票入中港「互联互通」计划。
【恒指吐五百 科技股受压】
科技股受压,腾讯(00700.HK)全日股价走低3.4%收563元,美团(03690.HK)公布季绩前股价急吐7%收290元,而阿里巴巴(09988.HK)股价下滑3%收261.4元。《彭博》引述监管人士透露,随着中国全面改革金融科技行业的监管规定,蚂蚁集团在明年内上市的机会越来越渺茫。
报道引述消息指,因为蚂蚁集团尚处於评估所需进行的变动的初步阶段,以满足新的小贷管理办法下监管机构的要求,要满足新要求将带来巨大的工作量,并且一些要求还没有明确下来。另外针对蚂蚁下两家小贷公司,花呗和借呗,若要在全国范围内开展业务,蚂蚁需重新向银保监会提出申请,惟据知情人士透露,银保监会将控制全国性运营网络小贷公司的数量,并且几乎不可能给蚂蚁两个牌照。
【中海油下挫 美团收入优】
港股今日主板市宽转弱,主板股票的升跌比率为16比27(上日为24比18),下跌股份1,066只(跌幅2.9%),恒指成份股今日6只股份上升,下跌股份43只,升跌比率为12比86(上日为57比38);大市今日录沽空284.28亿元,占可沽空股份成2,213.04亿元的12.846%(上日为17.567%)
市传中芯(00981.HK)及中海油(00883.HK)遭美国列入黑名单,中芯跌2.7%报21.65元,中海油跌14%报8.13元,中海油服(02883.HK)跌15.1%报5.87元。中海油公布,注意到《路透社》於今日(30日)发布的新闻报道,关於美国有关政府机构可能会将公司控股股东中国海洋石油集团加入涉嫌与中国军方有联系的企业黑名单。公司已向中国海油查询,并了解到中国海油尚未收到美国有关政府机构的任何正式通知或决定。公司正密切关注事态的发展。
美团收市後公布今年第三季业绩,非国际财务报告准则计量经调整溢利净额录20.55亿人民币按年升5.8%,对比本网早前综合7间券商预测,介乎4.91亿至30.93亿元人民币(中位数为10.92亿元人民币)。公司第三季溢利63.21亿人民币升3.74倍,期内收入354.01亿人民币按年升28.8%,对比本网综合14间券商预测介乎330.86亿至348亿元人民币(中位数为344.57亿元人民币)。美团指旗下新业务及其他分部第三季经营亏损,由第二季度15亿人民币扩大至季内20亿人民币,但较海通国际早前估计美团上季新业务亏损将扩大至24亿人民币为少。
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