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《即日市評》恆指再挫千一點 成交3,606億創紀錄高 騰訊創新低
市場憂慮內地互聯網行業監管風險,恆指午後沽壓增加,收市險守兩萬五關。美股昨上升,道指及納指各漲0.2%及0.03%,執筆之時美國十年期國債孳息率跌至1.256釐,美匯指數跌至92.79;美股道指期貨最新跌190點或0.55%,納指期貨最新跌0.26%。市場關注中美關係發展,上證綜指全日跌86點或2.5%收3,381點、深證成指下滑3.7%、內地創業板指數下滑4.1%,滬深兩市成交額共1.53萬億人民幣。

恆指今早低開180點,初段曾反彈倒升131點高見26,323點,其後再度下滑,午後一度低見24,748點跌1,443點,最終全日跌1,105點或4.2%,收25,086點,連跌三日(累跌2,637點或9.5%);國指全日跌475點或5.1%,收8,879點;恆生科技指數跌541點或近8%,收6,249點。大市全日成交總額3,606.7億元,爲紀錄新高,滬港通南下交易淨流入45.11億元,深港通南下交易淨流出17.24億元人民幣。

【騰訊創新低 美團續捱沽】

科網股沽壓重,騰訊(00700.HK)股價一度下挫10.4%曾低見438.8元,最終全日下跌8.9%收446元,阿裏巴巴(09988.HK)股價走低6.4%收179.9元。就內媒報道不少網友反映,微信個人號近期已經全部關閉註冊入口,騰訊旗下騰訊微信團隊在官方微博上回應表示,根據相關法律法規,正在進行安全技術升級,期間暫停微信個人帳號及公衆帳號新用戶註冊。升級預計8月初完成,升級完成後將恢復註冊。

美團(03690.HK)股價失守200元關,全日下瀉17.7%收194元。就內地市場監管總局等部門聯合印發《關於落實網絡餐飲平臺責任切實維護外賣送餐員權益的指導意見》,督促平臺及第三方合作單位爲建立勞動關係的外賣送餐員參加社會保險,支持其他外賣送餐員參加社會保險,摩根士丹利發表報告表示,內地相關指導方針給美團核心外賣業務帶來風險,並可能影響市場情緒。

【跌股千六隻 阿裏健康瀉】

港股今日主板市寬轉弱,主板股票的升跌比率爲6比40(上日爲7比39),下跌股份1,692只(跌幅5.2%);恆指成份股今日17只股份上升,下跌股40只,升跌比率爲29比69(上日爲16比81);大市今日錄沽空545.54億元,佔可沽空股份成交3,331.38億元的16.376%(上日17.135%)。

阿裏健康(00241.HK)全日下挫18.5%收10.12元。麥格理髮表報告指,近日內地當局對科技企業出臺不少指導及監管規範,市場關注VIE架構、網絡安全、用戶數據私隱、反壟斷等潛在政策風險,提醒投資者不應只關注事件對估值的影響,更應評估相關因素如何影響盈利表現,及未來業績表現能否達到市場預期水平。該行對科技板塊保持審慎看法,看好阿裏、同程藝龍(00780.HK)及用友軟件(600588.SH);該行維持對美團和拼多多(PDD.US)的「中性」評級。

麥格理表示,下調阿裏健康(今明兩年盈利預測約92%及95%,下調目標價由26.8元降至15.4元,評級爲「跑贏大市」。

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