《即日市评》内地官方PMI逊 港股急吐 内银科网股弱
受科网及金融股跌势拖累下,港股今日向下。美股道指昨晚升239点或0.7%,标普500及纳指见即市新高;执笔之时美国十年期国债孳息率处1.651厘,美汇指数升至90.79水平,美股道指期货最新跌55点或0.16%,纳指期货最新跌0.3%。内地4月官方制造业PMI跌至51.1逊预期、4月官方非制造业商务活动指数跌至54.9低於市场原预期,而中国4月财新制造业PMI升至51.9高於预期。上证综指全日跌28点或0.8%收3,446、深证成指跌0.18%,沪深两市成交额增至8,667亿人民币。
港股向下,今早低开159点後跌幅扩大,尾市最多跌601点一度低见28,701点,最终全日跌578点或2%,收28,724点;国指跌224点或2%,收10,825点;恒生科技指数跌186点或2.2%,收8,313点。大市全日成交总额1,258.34亿元,沪、深港通南下交易因内地「五一」长假期暂停。
恒指本周累跌353点或1.2%、国指本周累跌242点或2.2%、而恒生科指本周累跌154点或1.9%。印度新冠疫情恶化,市场担心疫情蔓延冲击全球复苏;而美联局周中维持货币政策不变,并承诺每月买债规模为1,200亿美元,强调现时开始考虑撤销刺激措施是为时尚早,但中国4月制造业PMI则逊预期。而恒指4月累升346点或1.2%、国指本月累跌147点或1.34%、而恒生科指本月累升129点或1.6%。
【PMI逊色 内银股造淡】
内地4月制造业PMI则逊预期,「百业之母」的内银股受压,建行(00939.HK)及工行(01398.HK)各跌3.5%及3.6%,邮储行(01658.HK)跌4.2%。民行(01988.HK)跌4.5%。中银国际发表报告表示,就中国公布4月制造业的采购经理人指数(PMI),由3月51.9降至51.1,显示经济活动从首季见顶及呈回落。
中银国际指,内地制造业的采购经理人指数保持强劲的增长势头,估计内地4月份的PPI按年增速,可能从3月份增长4.4%,加快至增长6.5%以上,料上游原材料价格上涨可能会损害下游产业的盈利能力,增加对通过进口渠道的通货膨胀压力的担忧,并增强内地政府对货币政策推动正常化。
【跌股千一只 科网股受压】
港股今日主板市宽转弱,主板股票的升跌比率15比28(上日为25比17),下跌股份1,134只(跌幅2.4%),恒指成份股今日5只股份上升,下跌股份49只,升跌比率为9比89(上日为76比24);大市今日录沽空177.07亿元,占可沽空股份成交1,046.08亿元的16.927%(上日17.615%)。
内地加强监管金融平台,市监局依法对腾讯(00700.HK)等企业分别处以50万人币罚款,科网股下跌。阿里巴巴(09988.HK)跌2.8%,腾讯跌1.3%,美团(03690.HK)跌3.6%,小米(01810.HK)跌2.2%。杰富瑞发表报告表示,继约谈蚂蚁集团之後,就人民银行等金融管理部门联合对13家从事金融业务的主要网络平台企业进行监管约谈。腾讯、百度(09888.HK)(BIDU.US)旗下度小满金融、京东(09618.HK)旗下京东金融、字节跳动、美团(03690.HK)旗下美团金融、滴滴金融、陆金所(LU.US)、小米(01810.HK)旗下天星数科、360金融(QFIN.US)旗下360数科、新浪金融、苏宁易购(002024.SZ)旗下苏宁金融、国美(00493.HK)旗下国美金融、携程(09961.HK)(TCOM.US)旗下携程金融等13家网络平台企业实际控制人或代表参加了约谈,并遭提出若干大整改要求
该行认为,内地二线金融平台业务增长将会放缓,因料会延迟发出相关牌照,部份流动应用程式的功能须下架,估计盈利毛利率会下降。杰富瑞指内地金融科技平台行业的好日子已经过去,过去六个月快速增长已告一段落。杰富瑞料蚂蚁集团、腾讯及其他相关公司将需要成立金融控股公司(FHC),需要更多资本要求及监管条件的许可。
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