《即日市评》人行升外汇存款准备金率 港股反覆升 三胎概念股扬
市场关注广东省新冠疫情发展,港股今日反覆上落。投资者憧憬美国大规模政府开支将刺激经济,美股道指及纳指上周五各升0.2%及0.1%,执笔之时美国十年期国债孳息率跌至1.584厘,美汇指数处90.04,美股道指期货最新升43点或0.12%,纳指期货最新微升0.1%。今早人币中间价续上调176点报6.3682兑一美元逾三年高,中国5月官方制造业PMI为51(市场原预测为51.1),上证综指全日升14点或0.4%收3,615、深证成指涨近1%,内地创业板指数升2.4%,沪深两市成交额共1.009万亿人民币。
市场关注人民币升值压力,人行收市後公布自6月15日起上调金融机构外汇存款准备金率2个百分点,即外汇存款准备金率由现行的5%提高到7%。
恒指高开101点见29,225点,其後掉头向下,下午曾跌214点低见28,909点,尾市收复失地,全日升27点或0.09%,收29,151点;国指升95点或0.9%,收10,889点;恒生科技指数升146点或1.8%,收8,104点。大市全日成交总额1,522.35亿元,沪、深港通南下交易录得净流入金额分别为4.57亿及10.76亿元人民币。中央政治局公布将依法组织实施三孩生育政策,锦欣生殖(01951.HK)全日股价抢升17.5%,好孩子国际(01086.HK)及雅士利国际(01230.HK)股价分别上扬31%及8.2%。
恒指5月累升426点或1.5%、国指5月累升63点或0.6%、而恒生科指5月累跌208点或2.5%。市场关注全球疫情发展,特别是印度等亚太地区发展,投资者亦关注美国未来通胀压力,本周多名联储局委员重申宽松货币政策将维持一段时间,而人行副行长刘国强上周指未来人币汇率走势将继续取决於市场供求等变化。
【「三胎」概念股扬 友邦濠赌股弱】
广东昨新增20宗本土病例,市场忧疫情升温。友邦(01299.HK)跌3.9%报99.2元。内险股太保(02601.HK)跌1%。内地航空股东航(00670.HK)跌4.1%,国航(00753.HK)及南航(01055.HK)各跌3.6%及4.7%。濠赌股银娱(00027.HK)股价下滑3.2%,金沙中国(01928.HK)跌2.8%。内地昨新增27例新冠确诊病例,其中广东新增20例本土确诊,广州市人民政府公布今晚10时起离穗人员须凭「健康码」绿码,并持有72小时内核酸检测阴性证明。
药明生物(02269.HK)全日股价弹高5.4%收121.3元。药明生物公布,公司合作伙伴Vir Biotechnology抗新冠治疗中和抗体sotrovimab获得美国FDA授予紧急使用授权(EUA)。Sotrovimab(VIR-7831)是由Vir公司和葛兰素史克共同开发的一款单剂量在研单克隆抗体,用於治疗轻度至中度COVID-19成人和儿科患者。
【市宽略为改善 美团弹高一成】
港股今日主板市宽改善,主板股票的升跌比率22比20(上日为19比24),恒指成份股今日14只股份上升,下跌股份39只,升跌比率为25比71(上日56比41);大市今日录沽空212.72亿元,占可沽空股份成交1,312.51亿元的16.207%(上日16.445%)。
美团(03690.HK)今日股价弹高10.9%收294元。里昂发表报告表示,美团首季业绩高於该行预期,整体收益按年升121%至370亿元人民币,较预期高出6%,经调整息税前亏损为42亿元人民币,相对於该行预期为蚀52亿元人民币;至於其所有业务均表现强劲,同时交易用户增长加速。该行料其第二季收益按年升80%,经调整息税前亏损为46亿元人民币。
里昂指美团调整了其业务政策以符合规定,但预计不会对其竞争力产生影响,集团可能必须先支付车手的商业保险,令每张订单的车手成本增加5分人民币,而随着夏季使用冷链,「美团优选」之亏损将进一步扩大,但料在第四季度开始缩减。
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