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《即日市评》腾讯美团领涨大市 白银股飙升
阿思达克 02-01 17:10
恒指连跌四日(累跌1,875点或6.2%)後,今日受腾讯(00700.HK)及美团(03690.HK)升势带动下回升。美股上周五向下,道指跌2%失守3万点关、纳指亦下滑2%;美国总统拜登表明或在没有共和党支持下推动刺激经济方案,执笔之时美汇指数处90.72,美股道指期货最新升201点或0.7%,纳指期货最新升1%。内地1月官方制造业PMI降至51.3低於预期、中国1月财新制造业PMI录51.5逊预期为去年7月以来最低,上证综指全日升22点或0.6%收3,505,深证成指升1.4%、沪深两市成交额共8,568亿人民币。

恒指高开174点後升幅扩大,午後最多升699点一度高见28,982点,最终全日升609点或2.2%,收28,892点;国指升245点或2.2%,收11,454点;恒生科技指数升407点或4.4%,收9,765点。大市全日成交总额2,012.19亿元,沪、深港通南下交易录得净流入金额分别为79亿及88.09亿元人民币。

网民「挟淡仓」刺激国际白银价格升至近半年高位,中国白银(00815.HK)股价飙升62.7%,金猫银猫(01815.HK)股价抽上80%。黄金股紫金(02899.HK)及中国黄金国际(02099.HK)各抽上14.4%及6%。

【科技股领涨 中国白银飙】

科技股领涨,腾讯股价上扬4.5%报712元,美团股价抽升9.9%报391元,两股合共为恒指上升贡献共300点。摩根大通发表报告重申对腾讯「增持」投资评级,目标价由655元上调至850元,该行预计视频号将帮助腾讯赢得来自现有数字内容运营商的所投入时间,从而带来更强大的在中国互联网领域的战略地位。该行相信即将到来的快手(01024.HK)新股上市,将成为腾讯的主要催化剂,因腾讯持有快手逾20%股权。

高盛发表报告维持对美团「买入」投资评级,目标价由349元上调至426元,反映其长线价值增长、策略性投资计划等。该行指,中国餐饮外卖及服务市场达26万亿元人民币,而美团在行业具领导地位,料随着公司新业务(杂货及电商零售)快速扩张,潜在扩大市场范围将会令未来增长加快,估计内地杂货及电商零售市场规模达41万亿元人民币。

【升股一千只 申洲安踏扬】

港股今日市宽改善,主板股票的升跌比率为29比16(上日为33比13),上升股份1,167只(升幅3.6%),恒指成份股今日38只股份上升,下跌股份9只,升跌比率为73比17(上日为88比8);大市今日录沽空264.61亿元,占可沽空股份成1,646.81亿元的16.068%(上日为15.664)。

申洲国际(02313.HK)全日股价扬6.5%收162元,安踏(02020.HK)股价涨4.5%收134.1元。高盛发表报告指,随着内地运动参与度提高、政府的政策支持及体育用品公司在产品、品牌及渠道的策略提升,相信长期的结构性增长会维持不变。

展望业绩表现,高盛相信李宁盈利可见度在其所覆盖的体育用品股中仍是最好,这是由於其稳健的品牌势头、更佳的库存或折扣控制,以及效率进一步提升所致。申洲的订单前景表现强劲,但人民币升值或对其销售均价有负面影响,令其短期出现汇兑亏损。安踏则有稳健的长期前景,尤其是其多品牌策略加强,该行维持安踏、李宁、申洲及滔搏(06110.HK)「买入」投资评级。(wl/u)

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