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《即日市評》恆指反覆跌 內房股弱 賭股逆市彈
受科網股拖累下,港股今日回落。美股道指及標普500指數昨各升0.2%及0.5%,齊創收市新高;執筆之時美國十年期國債孳息率回落至1.625釐,美匯指數升至93.88,美股道指期貨最新升95點或0.27%,納指期貨最新升0.65%。國務院副總理、中美全面經濟對話中方牽頭人劉鶴應約與美財政部長耶倫舉行視頻通話,雙方認同加強宏觀政策溝通協調十分重要;今早人幣中間價上調34點報6.3890兌一美元,上證綜指全日跌12點或0.34%收3,597點、深證成指跌0.3%,內地創業板指數走低0.3%,滬深兩市成交額共1.08萬億人民幣。 恆指今日先升後回,大市高開102點見26,234點後掉頭向下,午後曾跌226點一度低見25,905點,尾市跌幅收窄及險守二萬六千點水平,全日跌93點或0.36%,收26,038點;國指跌62點或0.67%,收9,259點;恆生科技指數跌90點或1.34%,收6,654點。大市全日成交總額1,139.89億元,滬港通南下交易淨流出9.94億元人民幣,深港通南下交易淨流入4.94億元人民幣。 濠賭股逆市彈,金沙中國(01928.HK)股價走高4.5%,裏昂稱澳門博彩監察協調局暗示對申請牌照上市公司資本所有權條件無改變,料去除其中一個不明朗因素。美國電動車生產商特斯拉股價急升,理想汽車(02015.HK)及小鵬汽車(09868.HK)各升5.5%及8.7%。 【金沙中國彈 內房股捱沽】 內房股有沽壓,華潤置地(01109.HK)、碧桂園(02007.HK)及中國海外(00688.HK)全日股價各下跌6.7%、4.3%及3.4%,融創中國(01918.HK)股價挫7.4%。中金髮表報告表示,第十三屆人大常委會於上週六(23日)舉行第三十一次會議作出決定,授權國務院在部分地區開展房地產稅改革試點工作,該行認爲內地房地產稅是政策必選項,有利於房地產行業長期平穩健康發展。 中金指房地產稅試點短期可能壓制市場各方預期,但有利於引導中長期供需再平衡。該行提示房地產稅試點可能觸發房價在一定程度上的調整預期,「房住不炒」觀念進一步強化,這將在大幅壓低投資性購房需求的同時,促進擁有多套房產的居民家庭釋出閒置住房。雖然短期內可能增加應對當前樓市疲弱、投資乏力問題的複雜性,但在中長期而言,則既有助於在大城市新房庫存整體偏低且明年新房供給潛力偏弱的情況下改善供需狀況,也有利於穩定房價預期。 【跌股一千隻 啤酒股上揚】 港股今日市寬轉弱,主板股票的升跌比率爲15比26(上日爲17比23),下跌股份1,081只;恆指成份股今日24只股份上升,下跌股份35只,升跌比率爲40比58(上日爲32比62);大市今日錄沽空168.34億元,佔可沽空股份成交965.8億元的17.43%(上日18.453%)。 啤酒股有支持,百威亞太(01876.HK)股價彈3.8%收19.28元,華潤啤酒(00291.HK)抽升5.6%。摩根士丹利發表技術意見報告,相信華潤啤酒未來60天股價將上升。該行指,華潤啤酒近期股價經調整後,認爲價值正顯現,相信調整已大致反映行業於今年第三季銷量按年下跌6%,大摩指內地啤酒行業或潛在加價,將可成催化劑。 此外,阿裏健康(00241.HK)股價急跌10.9%收10.98元。摩根士丹利發表報告表示,阿裏健康發盈警預計截至今年9月止六個月(2022財年上半財年)錄得虧損淨額不多於3.2億元人民幣,相對於該行原預期虧損1,200萬人民幣,虧損主要是集團增加資源配置以投入一系列創新業務如「醫鹿」APP、健康險等。該行預計阿裏健康2022財年上半財年銷售收入增長約30%,隨着下半財年進行更多推廣活動,料2022財年下半財年收入增長會較高,但料同時會錄相若虧損或虧損擴大。
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