《即日市评》快手今起招股 恒指失三万关 科网股吐
短视频社交平台快手(01024.HK)今起招股，科网股及港交所(00388.HK)急吐，恒指今日回落至三万关之下。美白宫发言人指未数周内将与国会两党及国际盟友商讨应对中国，并指拜登认为美国需要作更佳防卫；执笔之时美汇指数升至90.44，美股道指期货最新跌54点或0.17%，纳指期货最新跌0.3%。人行货币政策委员警告部分领域已见泡沫，货币政策不转向将导致中长期风险，上证综指全日跌54点或1.5%收3,569，深证成指跌2.3%、沪深两市成交额共1.01万亿人民币。
恒指低开266点後跌幅扩大，午市曾跌813点曾见29,345点，全日跌767点或2.6%，收29,391点；国指跌265点或2.2%，收11,695点；恒生科技指数跌239点或2.9%，收9,967点。大市全日成交总额2,789.27亿元，沪、深港邂南下交易全日录得净流入金额分别为64.9亿及83.49亿元人民币。
【港交所急吐 科网股受压】
快手(01024.HK)今起招股或引发投资者沽货套现认购。港交所(00388.HK)股价急吐7.2%收513元；科网股回吐，腾讯(00700.HK)股价挫6.3%收718.5元，美团(03690.HK)股价下滑5.3%收378.6元，阿里巴巴(09988.HK)股价走低1.8%收253.4元。
快手公布招股详情，计划发售约3.65亿股股份，当中2.5%(913万股)在港公开发售，每股招股价为介乎105至115元，每手100股，入场费为11,615.89元。该股由今日(26日)至本周五(29日)中午公开招股，预计於2月5日上市。摩根士丹利、美银证券及华兴资本为联席保荐人。以招股价中位数110元计，公司预计所得款项净额约394.77亿元。
快手市值可达4,313亿至4,724亿元(约556亿至610亿美元)。快手承销团摩根士丹利及汇丰环球研究给予快上市後估值高达700亿美元至970亿美元(相当於约5,426亿港元至7,519亿港元)，相当於今年预测市销率介乎5.3倍至7.3倍(大摩予市销率估值介乎5.3倍至7.3倍、汇丰研究予市销率估值介乎4.9倍至6.3倍，两券商给予快手估值较其上市市值高出介乎25.8%至74.3%。
【跌股千三只 内银股造淡】
港股今日市宽转弱，主板股票的升跌比率为13比34(上日为33比13)，下跌股份1,359只(跌幅2.9%)，恒指成份股今日13只股份上升，下跌股份37只，升跌比率为25比71(上日为88比8)；大市今日录沽空314.61亿元，占可沽空股份成2,394.18亿元的13.141%(上日为18.914)。
内银股造淡，中行(03988.HK)股价走低1.5%收2.69元，农行(01288.HK)跌1.7%。内媒报道，人行货币政策委员会委员马骏表示有些领域的泡沫已经显现，去年中国主要股市指数都大幅上升，升幅近三成。在经济增速大幅下降下出现牛市，不可能与货币无关。此外，近期上海及深圳等地房价涨幅不小，这些都与流动性及杠杆率变化有关。
马骏指出，有关情况未来会否加剧，取决於今年货币政策要不要作适度转向，如果不转向，问题肯定会继续，导致中长期更大的经济及金融风险。(wl/a)
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