《即日市評》恆指「六連跌」累挫千點 渣打績後股價軟
阿思達克 11-02 17:02
受招行(03968.HK)及騰訊(00700.HK)等拖累，恆指今日輾轉向下。美股昨晚三大指數創收市新高，道指及納指各升0.3%及0.6%，美國財長耶倫稱美國經濟未有過熱，重申通脹屬暫時性；執筆之時美國十年期國債孳息率跌至1.557釐，美匯指數回落至93.92，美股道指期貨最新跌15點或0.04%，納指期貨最新跌0.14%。人行今開展100億人幣7天期逆回購操作，單日淨回籠1,900億人幣；上證綜指跌38點或1.1%收3,505點、深證成指下滑0.7%，內地創業板指數升0.2%，滬深兩市成交額共1.258萬億人民幣。
恆指先升後回，大市高開454點後，早段曾高見25,639點，其後升幅收窄，午後轉跌123點，低見25,030點，全日跌54點或0.22%，收25,099點(連跌六日，累計1,032點或4%)；國指全日跌35點或0.4%，收8,863點：恆生科技指數升34點或0.56%，收6,314點。大市全日成交總額1,460.12億元，滬、深港通南下交易分別淨流入6.44億及14.29億元人民幣。騰訊全日股價跌1.2%，招行跌5.7%，內房股受壓，融創中國(01918.HK)跌9.6%。
【恆指「六連跌」 渣打績後弱】
渣打(02888.HK)中午公佈季績，全日股價反覆跌2.4%收51.55元。渣打今年第三季除稅前基本溢利按年上升44.3%至10.75億美元；除稅前法定溢利上升1.29倍至9.96億美元。每股基本盈利上升70%至23.1美仙。集團正在就第三季累計今年普通股末期股息的預測股息，這並非表示董事會將於呈列全年業績時建議派付集團普通股末期股息。普通股權一級資本比率按年增加20個基點至14.6%。渣打料明年收入增長可望重返5%至7%指引水平。
美銀證券發表報告指渣打第三季稅前純利9.96億美元，較市場預期高出6%；季度收入37.65億美元，亦勝市場預期。不過，今年末季收入指引較該行預期低出1億美元。該行指出，渣打沒有公佈新的股份回購計劃，因應普通一級股權資充足率在14.6%，料有助派息增長，對渣打今年派息預期由12美仙升至14美仙。
【沽空率下降 泡泡瑪特彈】
港股今日市寬續弱，主板股票的升跌比率爲15比26(上日爲14比27)，下跌股份1,101只(跌幅2.8%)；恆指成份股今日21只股份上升，下跌股份37只，升跌比率爲35比62(上日爲25比68)；大市今日錄沽空192.53億元，佔可沽空股份成交1,217.63億元的15.812%(上日17.917%)。
泡泡瑪特(09992.HK)全日股價逆市抽高15.2%收55.85元。高盛發表報告指，泡泡瑪特第三季收入增75-80%，高於預期。渠道方面，零售店鋪表現因疫情轉弱，但線上渠道銷售增長加速，表現令人鼓舞。該行相信泡泡瑪特線上推廣策略、強勁的定價能力、豐富的產品組合等，都有助其穩健的表現，因此對渠道轉移至線上感到樂觀，重申「買入」評級，目標價94元。
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