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《即日市評》恆指「四連揚」 阿裏成今升市「火車頭」
受阿裏巴巴(09988.HK)等科網及金融股帶動下,恆指重上兩萬六關。美國總統拜登與美民主黨國會議員就開支法案縮窄分歧,並希望最快本週內達成妥協方案,美股道指及納指昨升0.6%及0.7%;執筆之時美國十年期國債孳息率升至1.642釐,美匯指數升至93.79,美股道指期貨最新升13點或0.04%,納指期貨最新跌0.03%。今早人幣兌美元中間價升逾200點子創逾四個月新高,上證綜指全日跌6點或0.17%收3,587點、深證成指跌0.3%,滬深兩市成交額共1.02萬億人民幣。 港股今日向上,恆指高開286點,其後升幅曾收窄至128點一度低見25,915點,其後升幅一度擴大至427點見26,214點,全日升348點或1.4%,收26,136點,連升四日(累漲1,173點或4.7%);國指全日升140點或1.5%,收9,276點;恆生科技指數升172點或2.7%,收6,691點。大市全日成交總額1,565.92億元,滬、深港通南下交易分別淨流入10.26億及35.81億元人民幣。發改委稱研究依法對煤炭價格實行幹預措施,煤炭股急挫,神華(01088.HK)及中煤(01898.HK)各跌3%及5.8%。 【科網股領航 阿裏系追捧】 國家主席習近平指數字經濟健康發展有利於推動構築國家競爭新優勢,指要推動互聯網、大數據、人工智能同產業深度融合。科網股領航大市,騰訊(00700.HK)及美團(03690.HK)股價各揚2.1%及2.9%,阿裏巴巴股價抽上6.7%收175.8元;阿裏健康(00241.HK)股價彈13.5%。摩根士丹利發表報告指,阿裏巴巴的技術和基礎設施仍然是推動中國經濟在商業和科學領域數字化的重要力量,預期在合作夥伴生態系統支持下,垂直應用仍然是未來投資的關鍵領域。 大摩指出,阿裏多年來積累數據處理能力,未將來專注發展開源、雲原生和低程式碼開發,並將繼續爲開源社區做出貢獻,核心電子商務變現加快推動盈利增長,企業數字化加速亦帶動雲收入增長,預期業務雲邊際擴張趨勢更強勁,予「增持」評級,美股目標價220美元。 【沽空率攀升 吉利有支持】 港股今日市寬轉弱,主板股票的升跌比率爲19比20(上日26爲比15);恆指成份股今日33只股份上升,下跌股份24只,升跌比率爲55比40(上日爲80比12);大市今日錄沽空262.42億元,佔可沽空股份成交1,365.01億元的19.225%(上日17.728%)。 吉利(00175.HK)股價上揚4.9%。花旗近日發表報告指吉利擬向母企收購極氪10%股權,認爲作價合理,預計市場會有積極的反應,重申吉利是其行業首選,目標價52.25元,評級「買入」。該行認爲,市場仍未意識到極氪的產品和技術所具備的競爭力和先進性,預計Zeekr-01月銷量將在今年12月前逐步提升至4千輛,並在2022年實現年銷量15萬至20萬輛。
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