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《即日市评》港汇弱 恒指反覆跌 芯片股逆市扬
阿思达克 04-07 16:55
受腾讯(00700.HK)、美团(03690.HK)及友邦(01299.HK)等拖累下,港股今日反覆向下。投资者观望企业公布季度业绩,美股道指及纳指昨晚各跌0.3%及0.05%,执笔之时美国十年期国债孳息率回落至1.646厘,美汇指数回落至92.34,美股道指期货最新升19点或0.06%,纳指期货最新升0.13%。中国3月财新服务业PMI回升至54.3胜预期,结束三个月跌势;传人行「收水」限制内银今年贷款增速,今早人币中间价续上调143点报6.5384兑一美元,上证综指全日跌3点或0.1%收3,479、深证成指跌0.7%,沪深两市成交额7,401亿人民币。

港汇曾跌穿7.78关创逾一年低,港股今日先升後回。恒指高开162点见29,101点全日高位後随即回落,尾市跌幅曾扩大至339点一度低见28,598点,最终全日跌263点或0.9%,收28,674点;国指跌146点或1.3%,收11,070点;恒生科技指数跌117点或1.4%,收8,451点。大市全日成交总额1,710.05亿元,沪、深港通南下交易录得净流入金额分别为8.13亿及18.51亿元人民币。腾讯全日股价下滑3.7%收629.5元,美团走低2.4%,友邦(01299.HK)走低1.6%。

【腾讯美团跌 芯片股抢高】

芯片股抢高,中芯国际(00981.HK)全日股价弹高5%收27.2元,华虹半导体(01347.HK)股价上扬5.2%,ASM太平洋(00522.HK)股价抽上6.3%。据《中新经纬》报道,内地芯片新一轮涨价潮来袭,业内人士分析认为,全球芯片产能持续紧张、新一轮价格上涨将直接影响手机厂商对5G手机的定价策略,进入2021年第二季度,包括手机在内的消费电子将迎来一波涨价。

报道指中芯国际已告知其客户,4月1日起将全线涨价,已上线的订单将维持原价,已下单未上线的订单则将按新价格执行。据悉,其涨价幅度大约在15%-30%之间。联华电子、力积电的半导体产品将在4月涨价10%。

【发首季盈喜 中远海控飙】

港股今日市宽略转好,主板股票的升跌比率22比21(上日为16比28),恒指成份股今日20只股份上升,下跌股份33只,升跌比率为36比60(上日为27比70);大市今日录沽空235.02亿元,占可沽空股份成交1,448.14亿元的16.229%(上日16.793%)。

中远海控(01919.HK)全日股价飙升29.1%收13.66元,成交额25.03亿元。摩根士丹利发表研究报告,指中远海控发首季盈喜,预期纯利增至154.5亿元人民币,去年同期仅赚2.92亿元人民币;剔除一次性项目,经常性纯利则录154.1亿元人民币。

大摩引述中远海控管理层指纯利增长强劲,归功於首季运费强劲增长,中国出口集装箱运价综合指数(CCFI)首季按年升113.3%,按季亦升53.8%;运量按年增长,受惠公司持续扩张运力,确保集装箱供应及改善服务质素。大摩续看好中远海控前景,认为首季业绩远胜预期,已高於该行及市场对其全年度预测,料市场对此反应正面;目标价11.88元,评级「增持」。

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