《即日市評》恆指本週累跌506點 匯控及內房股今受壓
阿思達克 11-05 16:56
受匯控(00005.HK)及科網股跌勢拖累下，恆指今日回吐。美股道指及納指昨各跌0.1%及0.8%；執筆之時美國十年期國債孳息率跌至1.529釐，美匯指數升至94.34，美股道指期貨最新跌24點或0.07%，納指期貨最新升0.09%。人行今日開展1,000億人民幣7天期逆回購操作，單日淨回籠1,000億人民幣，本週淨回籠達到7,800億人民幣。上證綜指全日跌35點或1%收3,491點、深證成指跌0.6%，內地創業板指數升1.06%，滬深兩市成交額共1.15萬億人民幣。
恆指低開274點後反覆向下，午後跌幅一度擴大至500點曾低見24,724點，收市前跌幅收窄，全日跌354點或1.41%，收24,870點；國指跌132點或1.48%，收8,820點；恆生科技指數跌98點或1.55%，收6,276點。大市全日成交總額1,283.38億元，滬、深港通南下交易分別淨流入12.79億及6.93億元人民幣。
恆指本週累跌506點或2%、國指本週累跌140點或1.57%、恆生科指本週累跌99點或1.6%。內地10月官方製造業PMI跌至49.2遜預期，兼且內地新冠疫情近日反覆，雲南省昨日起暫停跨省旅遊，而美聯儲局近日亦維持聯邦基金利率目標在0至0.25釐不變，並決定調整資產購買計劃，每月將減少買債150億美元，聯儲局主席鮑威爾強調不急於加息。
【英意外不加息 匯控渣打齊跌】
匯豐控股全日股價下滑3.6%收45.45元，渣打集團(02888.HK)股價走低3.5%收47.3元。美聯儲局早前議息後重申不急於加息，市場原憧憬英倫銀行昨晚議息結果加息落空，英倫銀行宣佈維持指標利率和QE規模不變，其中委員以7比2(前次一致同意)贊成票維持指標利率於0.1%紀錄低位不變
英央行行長貝利警告提防對加息幅度的看法，因爲相信通脹將由明年下半年開始「實質性」下降，而這種加息幅度或會透過增加經濟閒置導致通脹低於目標，強調對市場上的利率押注規模持謹慎態度。
【舜宇逆市走高 內房股股價弱】
港股今日市寬轉弱，主板股票的升跌比率爲12比28(上日爲21比19)，下跌1,197只(跌幅2.7%)；恆指成份股今日24只股份上升，下跌股份34只，升跌比率爲40比57(上日爲50比45)；大市今日錄沽空209.24億元，佔可沽空股份成交1,061.28億元的19.716%(上日17.215%)。
舜宇光學(02382.HK)全日股價逆市上揚3.9%收221.2元。瑞信發表報告，引述舜宇管理層預料全球智能手機市場按年增長低單位數，較年初預期疲弱，降低鏡頭規格的趨勢在今年仍然存在。而集團的出貨量指引未變，不過由於需求疲弱及海外疫情，出貨指引仍然面對壓力。該行表示，集團指引今年整體毛利率按年有改善，期望手機鏡頭的毛利率維持在約40%，至於手機鏡頭模組的毛利率目標爲10%至12%，車載鏡頭則更爲穩定於最少40%。
佳兆業系停牌，內房股受壓，世茂集團(00813.HK)下跌13.3%，融創(01918.HK)及雅居樂(03383.HK)各跌6.8%及7%。
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