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《即日市評》恆指「五連跌」互聯網醫療及車股弱勢
受科網股及藥明生物(02269.HK)拖累下,恆指今日持續向下。美股上週五三大指數齊創記錄新高,道指及納指均升約0.3%;執筆之時美國十年期國債孳息率跌至1.587釐,美匯指數升至94.15,美股道指期貨最新升128點或0.36%,納指期貨最新升0.36%。內地10月官方製造業PMI跌至49.2遜預期(市場預期49.7)、10月官方非製造業PMI跌至52.4遜預期(市場預期53),而10月財新製造業PMI則升至50.6勝預期,上證綜指全日跌2點或0.08%收3,544點、深證成指漲0.17%,內地創業板指數跌0.6%,滬深兩市成交額共1.22萬億人民幣。 恆指低開108點後跌幅擴大,曾跌404點一度低見24,972點,其後跌幅收窄,全日跌222或0.88%,收25,154點,連跌五日(累跌977點或3.7%);國指今日跌62點或0.7%,收8,899點;恆生科技指數跌96點或1.51%,收6,279點。大市全日成交總額1,350.93億元,滬港通南下交易淨流入8.42億元人民幣,深港通南下交易淨流出4.47億元人民幣。騰訊(00700.HK)股價下滑2.4%,互聯網醫療股捱沽,阿裏健康(00241.HK)股價挫8.1%,平安好醫生(01833.HK)股價下滑10.2%。藥明生物(02269.HK)跌5.8%。 【醫療股捱沽 吉利長汽弱】 汽車股受壓,吉利(00175.HK)及比亞迪(01211.HK)股價各下滑3.5%及3.2%,而長汽(02333.HK)股價下挫近6%。花旗發表報告指,與長城汽車管理層舉行了投資者會議。管理層指今年第三季的銷量按年下跌6.92%至26.6萬輛,主要是由於受到芯片樽頸拖累,預期芯片短缺的情況需至明年上半年纔可緩和。 未來產品方面,花旗稱長汽計劃於今年至2023年推出總共60款新車款,同時會進軍高檔新能源車及其他新市場板塊。至於海外市場,集團的全球擴展計劃會覆蓋至所有產品系列,管理層預期海外銷售的佔比會於2025年達25%。花旗維持對長汽「中性」評級,目標價32.3元。 【跌股千一隻 協鑫復牌飆】 港股今日市寬轉弱,主板股票的升跌比率爲14比27(上日爲20比19),下跌股份1,144只(跌幅2.8%);恆指成份股今日15只股份上升,下跌股份41只,升跌比率爲25比68(上日爲42比55);大市今日錄沽空200.03億元,佔可沽空股份成交1,116.4億元的17.917%(上日16.449%)。 保利協鑫(03800.HK)補充公佈業績後復牌,全日股價飆升81.8%報3.6元。瑞信發表報告指,保利協鑫經過七個月的停牌後,於今日(1日)恢復買賣。停牌期間,多晶矽的價格由於供應短缺而上升了約120%,至於同業的股價則升約40%,該行認爲保利協鑫是明顯落後。該行將保利協鑫股份評級由「中性」升至「跑贏大市」,目標價由2.2元上調至4元,並調升集團今明兩年每股盈利預測43%至84%,以反映多晶矽的產品均價提高,及銷量增長加快。
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