《即日市評》匯控受壓港股回落 中電信彈高
受匯控(00005.HK)、友邦(01299.HK)及騰訊(00700.HK)拖累下，港股今日回落。市場關注美聯儲局轉「鷹」，美股道指及納指上週五各跌1.6%及0.9%，美國聖路易斯聯儲銀行總裁布拉德料美聯儲2022年年底將首次加息，執筆之時美國十年期國債孳息率跌至1.422釐，美匯指數升至92.16；美股道指期貨最新升131點或0.4%，納指期貨最新升0.44%。上證綜指全日升4點或0.12%收3,529、深證成指升0.4%，內地創業板指數漲近1%，滬深兩市成交額交共1.01萬億民幣。
恆指今早低開299點後走勢反覆，午後跌幅擴大至486點一度低見28,314點；其後跌幅有所收窄，全日跌312點或1.1%，報28,489點；國指跌98點或0.9%，報10,547點；恆生科技指數全日跌85點或1.1%，報7,955點。大市全日成交總額降至1,573.02億元。滬港通南下交易全日錄得淨流出12.74億元人民幣，深港通南下交易錄淨流入31.29億元人民幣。瑞聲(02018.HK)股價上揚5.1%。
特首指抵港人士若帶有新冠抗體檢疫期可縮短至7天，並已正式與澳門商量港澳通關，金沙中國(01928.HK)股價漲2%，信德(00242.HK)漲6.6%。
【港股反覆吐 匯控有沽壓】
匯控(00005.HK)全日走低3.5%收45.55元。摩根士丹利發表報告表示，就匯豐控股公佈訂備忘錄可能出售法國零售銀行業務，指此策略符合原先策略，匯控前預期出售將產生除稅前虧損約23億美元，指虧損較市場原預期略大，相信完成出售後集團會聚焦亞洲地區增長領域。
花旗發表報告表示，匯控簽訂諒解備忘計劃出售法國零售銀行業務，預期將於2023年上半年完成交易，相信出售對集團資本帶來的影響輕微，對匯控零售銀行業務之稅前利潤(PBT)僅有約2%拖累。該行又指，認爲是次出售具有合理的戰略邏輯，且對主要專注於批發銀行和商業客戶的法國業務的其餘部分影響不大。
【跌股一千隻 中電信彈高】
港股今日市寬轉弱，主板股票的升跌比率爲16比25(上日20爲比20)，下跌股份1,058只(跌幅2.3%)；恆指成份股今日14只股份上升，下跌股份43只，升跌比率爲24比74(上日爲46比45)；大市今日錄沽空208.63億元，佔可沽空股份成交1,359.46億元的近15.35%(上日17.999%)。
中資電訊股向上，中移動(00941.HK)全日股價漲2.7%收48.65元，中電信(00728.HK)股價抽上11.2%收2.59元。中電信公佈，在充分考慮股東回報、公司盈利情況、現金流水平及未來發展資金需求後，董事會審議並通過了關於調整公司派息政策的議案，同意今年度以現金方式分配的利潤不少於該年度公司股東應佔利潤的60%，A股發行上市後三年內，每年以現金方式分配的利潤逐步提升至公司股東應佔利潤的70%以上。同時，調整派息安排，自2022年起宣派中期股息。
摩根大通指，中電信近數年派息比率維持近42%，基於公司指會將今年派息比率提高至60%，料其今年每股股息或達0.175元，股息回報達7.5釐非常吸引的水平。該行予中電信「增持」評級及目標價4.5元。
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