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《即日市評》恆指失守兩萬六 科網股弱 內地電力股揚
受科網股跌勢拖累下,恆指今日向下。紐約期油升1.1%創七年收市高,美股道指及標普500指數昨創新高,各升0.04%及0.2%;執筆之時美國十年期國債孳息率回落至1.609釐,美匯指數升至93.95,美股道指期貨最新升36點或0.1%,納指期貨最新升0.2%。內地昨(26日)新增本土新冠確診50例、內地9月規模以上工業企業利潤按年增16.3%,而今早人民幣兌美元中間價升34點子創逾四個月新高,上證綜指全日跌35點或近1%收3,562點、深證成指跌1.1%,內地創業板指數下滑0.6%,滬深兩市成交額共1.08萬億人民幣。 恆指低開243點後跌幅擴大,曾一度低見25,555點,最多跌483點,全日跌409點或1.57%,收25,628點;國指跌165或1.79%,收9,093點;恆生科技指數跌212點或3.2%,收6,441點。大市全日成交總額1,206.88億元,滬、深港通南下交易分別淨流出1.01億及4.1億元人民幣。 創維集團(00751.HK)全日股價飆升59.2%收3.82元,公司首九月營業額升33.2%至358.91億人民幣,其中光伏業務收入21.9億人民幣,按年大升273倍。 【科網股捱沽 港交所偏軟】 科網股有沽壓,騰訊(00700.HK)及阿裏巴巴(09988.HK)全日股價均下滑近3%,美團(03690.HK)股價挫5%,而嗶哩嗶哩(09626.HK)股價下滑5.1%。國家網信辦發佈關於《互聯網用戶賬號名稱信息管理規定(徵求意見稿)》,互聯網用戶賬號使用者在註冊、使用賬號時,賬號名稱信息可與使用者的真實職業身份信息相一致;未成年人註冊賬號時,應當取得其監護人的同意並提供未成年人本人居民身份證號碼用於真實身份信息覈驗。 港交所(00388.HK)全日股價下滑1.5%收474.8元,公司中午公佈今年第三季業績,純利達32.51億元按年跌2.9%,高於本網綜合7間券商預測的中位數31.9億元;每股盈利2.57元。港交所解釋,期內純利下跌主要是折舊及攤銷增加所致。第三季港交所錄得收入及其他收益53.09億元,按年持平。首三季純利98.61億元,按年升14.9%,創九個月新高。 【跌股千二隻 電力股上揚】 港股今日市寬轉弱,主板股票的升跌比率爲12比29(上日爲15比26),下跌股份1,200只;恆指成份股今日16只股份上升,下跌股份43只,升跌比率爲27比72(上日爲40比58);大市今日錄沽空176.03億元,佔可沽空股份成交1,001.73億元的17.572%(上日17.43%) 內地電力股逆市向上,華潤電力(00836.HK)股價抽升8.6%收19.74元,華能(00902.HK)及中國電力(02380.HK)股價各漲8%及9.5%。摩根大通發表報告指,華能今年第三季虧損35億元人民幣,符合該行預期,該行表示,華能股價或會對業績表現反應負面,但相信集團最壞時刻已過,市場降級後呈現具吸引力的買入點。而華能目前估值相當於一年預測市賬率約0.3倍,估值吸引。摩通維持華能股份「增持」評級及目標價5元。
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