《即日市評》恆指「三連升」 小米及快手受捧
阿思達克 10-19 16:58
受金融及科網股帶動下，港股今日持續向上。美國9月工業生產按月下跌1.3%遜預期，美股道指跌36點或0.1%，納指則升0.8%；執筆之時美國十年期國債孳息率回落至1.59釐，美匯指數跌至93.59，美股道指期貨最新升69點或0.2%，納指期貨最新升0.24%。今早人幣中間價下調7點報6.4307兌一美元，上證綜指全日升25點或0.7%收3,593點、深證成指升1%，滬深兩市成交額共9,733億人民幣。
恆指高開61點，早段升幅曾擴大至398點見25,808點，其後在高位徘徊，全日升377點或1.49%，收25,787點，連升三日(累漲824點或3.3%)；國指全日升164點或1.84%，收9,136點；恆生科技指數升194點或3.07%，收6,518點。大市全日成交總額1,205.77億元。滬、深港通南下交易分別淨流入1.84億及5.44億元。
【恆指三連揚 小米快手彈】
科網股揚，美團(03690.HK)及阿裏巴巴(09988.HK)全日股價各揚1.9%及1.2%，快手(01024.HK)漲9.5%，小米(01810.HK)股價彈高5.4%收22.5元。小米集團董事長雷軍在投資者會議上表示，預計小米汽車2024年上半年正式量產，指造車及團隊各項工作進展順利，遠超他的預期。雷軍指，現時電動汽車已從機械產業轉變爲信息產業，同行已正在做，小米不做就會被淘汰，加上小米從智能手機到智能家居及智能辦公，屬全智能生態，若與電動汽車好好整合能有極強的擴張性。
快手旗下快手電商宣佈，爲保護用戶的合法權益，營造健康良好的營商環境，決定針對在電商營銷推廣過程中的不正當競爭、不當使用他人合法權利開展專項治理，違規行爲包括故意捏造、散佈他人虛僞事實及惡意競爭對比等。
【千股千一隻 申洲彈半成】
港股今日市寬改善，主板股票的升跌比率爲26比15(上日21爲比19)，上升股份1,100只(升幅2.3%)；恆指成份股今日48只股份上升，下跌股份7只，升跌比率爲80比12(上日爲55比35)；大市今日錄沽空180.78億元，佔可沽空股份成交1,019.75億元的17.728%(上日19.03%)。
中遠海控(01919.HK)股價搶升7.4%收11.36元。中遠海控控股股東中國遠洋海運於昨日(18日)，在場內增持公司790萬股A股，並計劃在未來六個月內繼續增持中遠海控A股及H股，總額介乎10億至20億元人民幣，且承諾在增持實施期間及法定期限內不減持公司股份。摩根士丹利認爲，母企的增持計劃料可支持中遠海控股價，目標價維持21.2元，評級「增持」。
申洲國際(02313.HK)股價走高5.5%，爲升幅最大藍籌股。瑞信發表報告表示，上調對申投資評級，由原來「中性」升至「跑贏大市」，上調目標價由167元升至188元。該行指透過行業渠道瞭解，申洲國際旗下越南工廠設備使用率正復甦，服裝及布料部門設備使用率已回覆各80%及90%，估計11月設備使用率可回覆正常，相信復甦可優於同業(使用率介乎40%至50%)。(wl/a)
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