《即日市評》恆指「六連升」 賭股受捧 農夫山泉彈
中美元首完成舉行視頻會晤,就雙方共同關心的問題交換意見,國家主席習近平指中美經貿關係是互利雙贏及要做大合作「蛋糕」;而拜登指美中關係只能搞好及無意與中國發生衝突。受科網及金融股帶動下,恆指今日持續向上。美股道指及納指昨均下跌不0.1%;執筆之時美國十年期國債孳息率升至1.615釐,美匯指數升至95.46,美股道指期貨最新跌48點或0.13%,納指期貨最新跌0.1%。上證綜指全日跌11點或0.33%收3,521點、深證成指跌0.15%,內地創業板指數跌0.8%,滬深兩市成交額共1.11萬億人民幣。
恆指高開55點後升幅擴大,午後曾升355點一度高見25,746點,全日升322點或1.27%,收25,713點,連升六日(累漲950點或3.8%);國指全日升140點或1.54%,收9,225點;恆生科技指數升111點或1.68%,收6,712點。大市全日成交總額1,310.37億元,滬港通南下交易淨流出13.38億元人民幣,深港通南下交易淨流入13.01億元人民幣。科網股造好,騰訊(00700.HK)、美團(03690.HK)及阿裏巴巴(09988.HK)股價各升2.2%、2.7%及2.3%。
【恆指「六連升」 賭股受追捧】
濠賭股受追捧,銀河娛樂(00027.HK)股價抽升5.1%收46.5元,金沙中國(01928.HK)彈高近6%收19.52元,永利澳門(01128.HK)揚6.8%。澳門特區行政長官賀一誠發表施政報告,他指會促進博彩業依法規範有序健康發展。完善各項博彩業法律法規,並按照有利於豐富澳門世界旅遊休閒中心的內涵,有利於促進博彩業穩定發展,有利於保障澳門居民就業及向上流動的方向,依法妥善推進博彩經營權重新競投的相關工作。
裏昂發表報告,料澳門博彩業今年第三季持續面臨挑戰,季內業績已預期走弱,市場期望亦低,而該行估計在北京舉行冬奧(2022年2月4日至20日)之後,澳門明年第二季賭收纔有望錄顯着回升。該行估計在北京完成舉行冬奧之後,內地與澳門及香港特區纔會全面通關,部份營運商料港澳個人遊(自由行)於2022年下半年才放鬆。
【升股一千隻 農夫山泉彈】
港股今日市寬改善,主板股票的升跌比率爲26比16(上日爲18比22),上升股份1,080只(升幅2.8%);恆指成份股今日44只股份上升,下跌股份14只,升跌比率爲73比23(上日爲50比45);大市今日錄沽空170.07億元,佔可沽空股份成交1,071.69億元的15.869%(上日15.449%)。
農夫山泉(09633.HK)全日股價抽升7.4%收48.35元。恆生指數服務公司將於本週五(19日)收市後公佈恆生系列指數的三季度審議結果,中金髮表報告料京東集團(09618.HK)、網易(09999.HK)、百度(09888.HK)、快手(01024.HK)、京東健康(06618.HK)、思摩爾(06969.HK)、嗶哩嗶哩(09626.HK)、攜程集團(09961.HK)、翰森製藥(03692.HK)、農夫山泉、萬國數據(09698.HK)及泡泡瑪特(09992.HK),均排在恆生指數順位的前列,有可能成爲被納入的潛在候選者。
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