You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《即日市评》恒指升至近一年高 友邦晋「红底股」
阿思达克 01-12 16:59
受友邦(01299.HK)、中移动(00941.HK)及小米(01810.HK)等带动下,恒指今日收企两万八关之上。投资者趁高位获利及关注美国政局,美股道指昨晚跌89点或0.3%、纳指跌1.3%;执笔之时美汇指数处90.43,美股道指期货最新升36点或0.14%,纳指期货最新升0.2%,亚股向好,日经指数反覆收升25点或0.09%及创逾三十年高,市传内银拟本月起获准出售不良个人贷款予不良贷款资产管理公司,上证综指全日升76点或2.2%收3,608,时隔五年首次升上3,600点,深证成指升2.3%,沪深两市成交额共1.09万亿人民币。

港股今日反覆向上,恒指低开13点,早段曾跌126点低见27,781点,其後倒升,并以全日高位28,276点收市,升368点或1.3%为近一年高;国指升158点或1.4%,收11,217点;恒生科技指数升61点或0.7%,收8,726点.。大市全日成交总额1,990.62亿元,沪、深港通南下交易录得净流入金额分别为45.35亿及72.01亿元人民币。友邦(01299.HK)股价破顶升4.2%及晋身「红底股」,全日攀升4.2%收103元。

【友邦晋「红底」 中移续受捧 】

中资电讯股续受捧,中移动(00941.HK)全日弹高6.6%收46.8元,成交额120.2亿元,联通(000762.HK)及中电信(00728.HK)股价各升6%及10%。中金发表报告表示,决定上调对中电信投资评级,由原来「中性」升至「跑赢行业」,该行料中电信盈利可迎来转折点,随着内地移动互联网行业日趋成熟,该行认为电信政策不利因素将大为缓解,竞争重点可能从增加用户市场份额,转向提高用户价值。

中金估计内地电信运营商今年的资本支出将保持单位数的增长,而5G周期的资本支出可能会在2021年至2022年达到顶峰。公司与联通共同建设和共享5G网络,看到其优化资本支出。该行上调对中电信今明两年收入预测各2.3%及5.3%。

【升股一千只 内险券商扬】

港股今日主板市宽转向好,主板股票的升跌比率为27比17(上日为18比27),上升股份1,071只(升幅3.3%),恒指成份股今日29只股份上升,下跌股份21只,升跌比率为56比40(上日为37比62);大市今日录沽空204.52亿元,占可沽空股份成1,702.6亿元的12.012%(上日为12.329%)。

内险及券商股向上,中国平安(02318.HK)及国寿(02628.HK)股价各抢高近6%及6.9%,太保(02601.HK)扬5.4%收36.4元,中信证券(06030.HK)股价涨8.4%收19.62元,海通证券(06837.HK)股价弹6.3%。

瑞银发表报告指,2021年除自疫情复苏外,相信投资者将聚焦於内地保险行业线上业务模式及由政府带领、覆盖较广及更可负担的「惠民保」,继续认为低端市场将更受数码化及挤出效应所影响,将2021年新业务价值增长预测由12%升至14%,相信投资者愿意付出估值溢价予差异化的业务模式,包括在内地扩张业务的友邦以及拥生态系统和技术的中国平安。(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.
uSMART
Wealth Growth Made Easy
Open Account