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《即日市評》恆指本週累跌682點 教育股今急挫
受科網股及港交所(00388.HK)拖累下,港股今日向下。美大型科技股在公佈業績前造好,美股道指及納指各升0.1%及0.4%;執筆之時美國十年期國債孳息率跌至1.284釐,美匯指數升至92.87;美股道指期貨最新升127點或0.37%,納指期貨最新升0.49%。上證綜指全日跌24點或0.68%收3,550點、深證成指跌1.5%、內地創業板指數下滑2.1%,滬深兩市成交額共1.38萬億人民幣。

港股今日先升後跌。恆指高開17點報27,740點,已爲全日高位。其後掉頭向下,尾市跌幅曾擴大至501點一度低見27,222點,全日跌401點或1.45%,收27,321點;國指跌167點或1.67%,收9,839點;恆生科技指數跌221點或2.96%,收7,268點。大市全日成交總額1,395.75億元,滬、深港通南下交易分別淨流出16.33億元及8.85億元人民幣。港交所股價跌3.5%,騰訊(00700.HK)及快手(01024.HK)股價各跌2.4%及10.8%。

恆指本週累跌682點或2.4%、國指本週累跌313點或3.1%、恆生科指本週累跌346點或4.5%。Delta變種新冠病毒持續在多國肆虐,市場憂拖累全球經濟復甦,投資者亦關注內地部份地區的疫情情況。

【教育股急挫 新東方捱沽】

市場擔心行業面臨政策風險,教育股急挫。新東方在線(01797.HK)瀉28.1%,新東方-S(09901.HK)瀉40.6%。新高教(02001.HK)及中國東方教育(00667.HK)各挫8.5%及8%。中金髮表報告表示,國家主席習近平5月21日主持召開中央全面深化改革委員會會議,審議通過《關於進一步減輕義務教育階段學生作業負擔和校外培訓負擔的意見》,料「雙減」政策後續將成文發佈,而該行認爲此次教培行業的監管嚴格程度爲史無前例。

中金認爲「雙減」政策及配套政策對全國國民教育、社會發展具有長久而深遠的影響,該行料未來校內、校外將一起落實「雙減」政策,即學校發揮教育主體功能,校外培訓機構規範管理。而該行亦認爲本次政策具體實施力度不確定性較大。

【沽空率上升 長汽逆市彈】

港股今日主板市寬轉弱,主板股票的升跌比率爲14比29(上日爲29比13),下跌股份1,204只(跌幅2.7%);恆指成份股今日6只股份上升,下跌股49只,升跌比率爲10比84(上日爲86比14);大市今日錄沽空197.74億元,佔可沽空股份成交1,179.65億元的16.763%(上日13.548%)。

長汽(02333.HK)股價逆市彈高8.2%收34.2元。摩根士丹利發表報告,指長城汽車初步次季業績反映增長潛力持續明朗化,具韌性收入由銷售均價按季提升所帶動,該行對長汽長遠增長展望及盈利能力看法更加正面,上調2021至2023年各年盈測分別10%、36%及57%,以反映明後兩年毛利率預測提升;在強勁車款週期下,目標價相應由25元大升至45元,評級由「與大市同步」升至「增持」。

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