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《即日市评》友邦腾讯闯高 领航大市 小米挫一成
阿思达克 01-15 16:59
受友邦(01299.HK)及腾讯(00700.HK)破顶升势所带动下,恒指今日续升收企28,500点之上。美国候任总统拜登公布一项1.9万亿美元的刺激经济方案,当中包括向大多数美国人直接派钱1,400美元,市场同时关注中美关系发展,执笔之时美汇指数升至90.42,美股道指期货最新跌128点或0.4%,纳指期货最新跌0.1%。人行进行5,000亿元人民币中期借贷便利(MLF)操作,上证综指全日微升0.47点或0.01%收3,566,深证成指跌0.3%,沪深两市成交额共1.04万亿人民币。

恒指低开102点後上升,曾升170点一度见28,667点,午後曾倒跌202点低见28,294点,全日升77点或0.3%,收28,573点;国指升21点或0.2%,收11,320点;恒生科技指数跌119点或1.3%,收8,775点。大市全日成交总额2,539.83亿元,沪、深港通南下交易全日录得净流入金额分别为70.78亿及69.68亿元人民币。

恒指本周累升695点或2.5%、国指本周累升364点或3.3%、恒生科指本周累升145点或1.7%。市场关注美国政局、中美关系的发展,而美国民主党取得参众两院控制权,市场预期美国将推出更多刺激经济措施,包括更大规模推动基建。

【小米挫一成 遭美禁投资 】

友邦及腾讯领航大市,友邦(01299.HK)全日股价攀升3.7%收104.4元,盘中曾高见105.8元新高,腾讯盘中曾高见646元新高,全日上扬2.5%收645元。中信证券发表报告表示,认为腾讯在游戏、广告及支付业务仍有较大提升空间,看好腾讯作为内地互联网巨头的成长性和盈利能力,经过测算该行认为腾讯潜在市值提升空间料可达至6.4万亿人民币,维持「买入」评级,目标价742港元。

市场焦点小米(01810.HK)全日急挫10.3%收29.3元,小米公布,注意到美国国防部将公司列入相关实体清单,公司强调一直坚持合法合规经营,并遵守经营地的相关法律法规,其服务和产品皆用於民用或商用。公司确认其并非中国军方拥有、控制或关联方,亦非美国NDAA法律下定义的中国军方公司,将会采取合适的措施保护公司和股东的利益。

摩根大通发表报告指,今次小米受美国制裁暂不涉及限制向小米供应任何组件,但是此可能阻止美国投资者投资小米、甚至可能触发遭指数公司剔出成份股,令小米短期股价受压。该行指要留意美国国防部(DoD)与美国商务部(DoC)列入相关实体清单所带来的不同影响,如果小米一旦遭美国商务部列入实体清单,料将带来更大的风险,小米将面临被美国供应商限制供应关键组件,而中芯早前已被美国商务部列入相关实体清单,小米一旦发生此情况,料将遇上沽压。

【沽空率上升 内银股舞高】

港股今日主板市宽转弱,主板股票的升跌比率为17比27(上日为22比22),下跌股份1,083只(跌幅2.4%),恒指成份股今日16只股份上升,下跌股份35只,升跌比率为31比67(上日为40比56)。;大市今日录沽空322.17亿元,占可沽空股份成2,116.29亿元的15.223%(上日为13.555)。

内银股造高,招行(03968.HK)全日股价上扬6.6%收60.9元,工行(01398.HK)全日涨2.6%收5.16元,邮储银行(01658.HK)全日弹高10%收5.27元,获喜马拉雅资本增持至5.06%。

美银证券发表报告表示,招行预料去年纯利按年升4.8%,高於市场及该行预期;相信对内银股有正面作用,料其他大型内银股去年盈利及派息或会有惊喜。该行指,继续看好大型银行股前景,主因其估值吸引、潜在的盈利增长及较高的股息收益率等因素,当中工行及农行(01288.HK)为其行业首选。(wl/a)

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