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《即日市評》恆指本週累升795點 內房股今走強
恆指今日反覆回升。美國亞特蘭大聯儲總裁博斯蒂克料美聯儲明年第三季後期或第四季開始加息,因預期美國經濟增長及通脹壓力持續,美股道指昨微跌6點或0.02%,納指則升0.6%;執筆之時美國十年期國債孳息率升至1.692釐,美匯指數跌至93.62,美股道指期貨最新升29點或0.08%,納指期貨最新跌0.37%。人行行長易綱指保持利差水平處合理區間利於維護金融穩定,上證綜指全日跌12點或0.34%收3,582點、深證成指升0.3%,滬深兩市成交額共1.02萬億人民幣。 恆指今早高開97點,早段曾倒跌41點一度低見25,976點,其後輾轉向上,曾升177點高見26,195點,全日升109或0.4%,收26,126點;國指升83點或0.9%,收9,356點;恆生科技指數升118點或1.8%,收6,754點。大市全日成交總額1,243.39億元,滬、深港通南下交易分別淨流入0.34億及13.07億元人民幣。 恆指本週累升795點或3.1%、國指本週累升390點或4.4%、恆生科指本週累升435點或6.9%。市場關注內地科網監管政策,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,科網股有買盤支持。 【內房股造高 銀監扶首置】 內房股有買盤支持,融創中國(01918.HK)股價漲8.4%收19.68元,龍湖集團(00960.HK)及新城發展01030.HK)股價各揚6.7%及8.7%。花旗發表報告,就中國銀保監會要求內銀在貸款首付比例和利率方面對首套房購房者予以支持,相信對內房行業屬意外利好的消息,認爲當局較原預期爲早(該行原估計時點爲11月8日至11日的政治局會議上)指明政策方向,以管控行業下行風險,料當局持續聚焦於房地產的融資領域。 該行料內房在經歷10月份波動後,行業可能會在11月反彈,因爲政策明確性早於預期,該行在內房股中首選龍湖、華潤置地(01109.HK)、旭輝控股(00884.HK)、新城控股(01030.HK)、寶龍地產(01238.HK) 及龍光集團(03380.HK)。 【市寬見改善 維達績後挫】 港股今日市寬改善,主板股票的升跌比率爲23比17(上日17爲比22);恆指成份股今日37只股份上升,下跌股份18只,升跌比率爲62比30(上日爲40比55);大市今日錄沽空187.4億元,佔可沽空股份成交1,053.1億元的17.8%(上日18.711%)。 晶片股造好,中芯(00981.HK)升4.8%報23.15元;比亞迪電子(00285.HK)升6.8%,比亞迪(01211.HK)揚4.8%。 此外,維達國際(03331.HK)全日股價挫6.8%收21.8元。裏昂發表報告指,維達今年第三季收入符合預期,但毛利率面臨壓力。該行指由於紙漿價格高企和競爭激烈,令維達毛利率按季進一步收縮0.9個百分點,按年就縮窄1.9個百分點。
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