《即日市评》恒指三连扬 阿里「拗腰」倒升
受腾讯(00700.HK)及美团(03690.HK)所带动，恒指续升上企29,300点水平。市场继续憧憬新刺激经济方案，互联网巨擘Alphabet及亚马逊公布季绩前造好，美股道指及纳指昨晚齐升1.6%；执笔之时美汇指数处升至91.18，美股道指期货最新升64点或0.2%，纳指期货最新升0.8%。中国1月财新服务业PMI跌至52逊预期创九个月低，上证综指全日跌16点或0.5%收3,517，深证成指跌0.7%、沪深两市成交额共9,537亿人民币。
恒指高开56点後倒跌，盘中曾跌281点一度低见28,967点，尾市再度上升，曾高见29,312点曾升63点，最终全日升58点或0.2%，收29,307点，连升三日(累涨1,023点或3.6%)；国指升42点或0.4%，收11,651点；恒生科技指数升149点或1.5%，收10,125点。大市全日成交总额2,210.42亿元，沪、深港通南下交易录得净流入金额分别为51.91亿及78.22亿元人民币。
【阿里呈倒升 美团破顶扬】
阿里巴巴上财季业绩略优预期，野村指毛利率稍逊，今日股价曾跌4.9%，最终倒升0.4%收261元。《彭博通讯社》午後引述消息人士透露，阿里旗下蚂蚁集团已经与中国监管机构就重组计划达成协议，将会让蚂蚁集团转变为一家金融控股公司，需面对与银行类似的资本要求。据悉，上述计划有可能会在下周农历新年假期开始之前公布，而蚂蚁集团仍在研究重新进行IPO的可能性。
美团今日破顶升4.9%收414.2元，盘中曾高见414.4元。中金近日发表报告，上调美团股份目标价29%至426元，维持「跑赢行业」评级，预期美团核心业务稳定增长，料公司去年第四季继续受惠於疫情後的持续复苏，料集团季度收入按年增长31%至368.5亿元人民币，大致符合市场预期的370亿元人民币，其中食物派送及店铺业务的增长在轨道上，至於美团优选因上季投资巨大，业务亦稳步扩展。
【升股续千只 联想绩後涨】
港股今日市宽向好，主板股票的升跌比率为26比19(上日为29比17)，上升股份1,055只(升幅4%)，恒指成份股今日15只股份上升，下跌股份33只，升跌比率为29比63(上日为56比42)；大市今日录沽空310亿元，占可沽空股份成1,838.21亿元的16.864%(上日为15.545%)。
联想集团(00992.HK)全日股价涨4.6%收10.16元。摩根士丹利发表报告，指出联想集团(整体业绩稳健，2021财年第三季收入172亿美元，按年增长22%，较该行预期高4%，并较市场预期高10%。毛利率为16.2%，按年增加10个基点。税前收入达到5.91亿美元，较该行预期低3%，惟较市场预期高6%；纯利为3.95亿美元，按年增长53%，较该行预期低7%。
此外，华晨中国(01114.HK)股价抽上13.5%收7.22元。华晨中国公布，注意到有媒体发表若干有关中国一汽集团可能收购公司股份及将公司私有化的报道，公司董事会谨此澄清，据公司作出一切合理查询後所知、所悉及所信，公司并不知悉媒体报道所载资料的来源。
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.
