《即日市评》科技股跌忧监管收紧 舜宇造淡 中移创新低
市场忧美国能否在圣诞前通过新刺激经济方案、Facebook涉嫌垄断被美国起诉 、中国宣布取消美国外交护照持有人到访港澳豁免签证待遇,中美关系趋紧张下,港股今日回软。美股道指昨晚跌105点或0.4%、纳指跌1.9%,执笔之时美汇指数升至91.08,道指期货最新升22点或0.07%、纳指期货最新跌19点或0.2%。今早人币中间价下调165点报6.5476兑一美元,上证综指全日微升1点或0.04%收3,378,深证成指升0.1%,沪深两市成交额共7,092亿人民币。
恒指低开167点,早段曾跌215点一度低见26,287点,其後跌幅曾收窄至68点见26,434点,最终全日跌92点或0.4%,收26,410点;国指跌72点或0.7%,收10,415点;恒生科技指数跌75点或0.9%,收8,025点。大市全日成交金额1,100.01亿元,沪、深港通南下交易录得净流入金额分别为11.26亿及16.83亿元人民币。
中移动(00941.HK)股价收跌0.5%,盘中曾低见44.5元创新低。华润置地(01109.HK)股价弹高4.7%收32.25元,成升幅最大国指成份股,中金指润地股价回调提供买入机会。
【恒指反覆跌 科技股造淡】
科技股普遍向下,腾讯(00700.HK)股价跌1.2%收578元,阿里巴巴(09988.HK)走低2.1%收255.4元。据《经济参考报》发表评论文章报道,内地部份大型科技公司以复杂的股权结构控制多家金融机构,部份业务游走在法律边缘,金融风险隐蔽性、复杂性和传染性更强。
该文章指,内地大型科技公司部份业务市场集中度高,形成业务壁垒并逐步强化为市场垄断,限制进而排斥市场竞争,挤压中小机构生存空间。从金融监管的角度看,对大型科技公司的监管也存在问题和不足。下一步,应正视问题和不足,进一步加强和改进金融监管。
【沽空率下降 舜宇有沽压】
港股今日主板市宽转弱,主板股票的升跌比率为16比26(上日为19比23),下跌1,030只(跌幅2.1%),恒指成份股今日17只股份上升,下跌股份34只,升跌比率为33比65(上日为60比40);大市今日录沽空127.63亿元,占可沽空股份成895.55亿元的14.252%(上日为15.02%)。
舜宇光学(02382.HK)全日股价下滑3.4%收148.4元,是跌幅最大的蓝筹股;同业瑞声(02018.HK)股价跌2.4%。高盛发表报告表示,舜宇11月手机镜头出货量按年跌约1%至1.29亿件,符预期;手机摄像模组出货量按年跌21%至4,700万件,则高於预期;车载镜头出货量按年升29%至近700万件,大致符预期。
高盛指,由於手机镜头设计转变及市场竞争加剧下,看淡明年手机镜头行业的前景,重申舜宇「沽售」评级,目标价为81元。。(wl/u)
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