You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《即日市評》恆指「三連升」 中資金融及內房股彈高
受美團(03690.HK)、阿裏(09988.HK)及金融股帶動,港股今日先跌後回升。美國10月通脹率升至6.2%創近31年新高,引發市場憂慮美國加快加息,美股道指及納指各跌0.7%及1.7%;執筆之時美國十年期國債孳息率升至1.554釐,美匯指數升至94.97,美股道指期貨最新升11點或0.03%,納指期貨最新升0.2%。人行公佈10月末個人住房貸款餘額37.7萬億人幣,按月增3,481億人幣,上證綜指全日升40點或1.2%收3,532點、深證成指漲1.3%,內地創業板指數升0.9%,滬深兩市成交額共1.12萬億人民幣。 恆指低開140點後反覆上升,午後升幅擴大,曾見25,324點一度升328點,全日升251點或1%,收25,247點,連升三日(累漲484點或2%);國指全日升137點或1.5%,報9,048點;恆生科技指數升114點或1.8%,收6,464點。大市全日成交總額1,363.44億元,滬、深港通南下交易分別淨流出7,900萬及6.13億元人民幣。瑞聲(02018.HK)中午公佈季績,全日股價升近6%,公司預計第四季安卓聲學產品的毛利率將會逐步恢復。而中國平安(02318.HK)及招行(03968.HK)股價各揚3.8%及4%。 【瑞聲績後揚 騰訊股價軟】 美團及阿裏巴巴股價各升1.8%及1.2%,但騰訊(00700.HK)公佈季績後全日股價下滑1.2%。摩根士丹利發表報告下調騰訊2021至2023年國際財務準則計純利預測分別1%、10%及8%,以反映廣告業務收入和策略性投資之持續盈利受壓。大摩指,騰訊目前估值相於核心盈利約20倍,屬較吸引水平,維持「增持」投資評級及目標價650元。 瑞信發表研究報告指,騰訊第三季顯示盈利向下,特別是廣告業務方面,在聽取公司管理層報告後,對明年展望審慎,同時公司管理層對監管的評語釋除投資者憂慮,當中包括針對成人的監管可能性較低、私隱政策的實施,以及新監管實施對公司的影響較微。 【千股千一隻 內房股彈高】 港股今日市寬向好,主板股票的升跌比率爲27比13(上日爲19比21),上升股份1,146只(升幅2.9%);恆指成份股今日49只股份上升,下跌股份10只,升跌比率爲82比17(上日爲50比45);大市今日錄沽空163.78億元,佔可沽空股份成交1,135.65億元的14.422%(上日18.106%)。 內房股抽上,融創中國(01918.HK)股價搶升8.4%,中國海外(00688.HK)及華潤置地(01109.HK)股價各升5.1%及5.5%。中信證券表示,預計今年11月後內地按揭貸款投放持續增長,銷售回款情況明顯好轉。整個市場的銷售情勢可能在2022年3月開始向上。 中信證券指,人行統計數據顯示,2021年10月末,個人住房貸款餘額37.7萬億人民幣,當月增加3,481億人民幣,較9月多增1,013億人民幣。10月以來按揭投放明顯好於三季度,且人行特意單獨發佈了此一數據,保障合理住房金融需求的意圖明顯。該行相信,內地金融體系的執行力比較強,落實政策比較快,且防止金融風險外溢和保證消費者權益的確都和住房貸款密切相關。個人住房貸款的加速投放,是整個行業逆週期調節政策選項中副作用最小,合理性最強,見效也最快的工具。該行料內房銷售在2022年一季度恢復,產業重心繼續向運營服務演變。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account