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《即日市評》恆指中止連升 舜宇受壓 汽車股上揚
恆指升六日(累漲950點或3.8%)後,受美團(03690.HK)及友邦(01299.HK)拖累下,港股今日回落。美國上月零售銷售增長超預期,美股道指及納指昨晚各升0.2%及0.8%;執筆之時美國十年期國債孳息率升至1.624釐,美匯指數升至95.91,美股道指期貨最新升26點或0.07%,納指期貨最新升0.14%。人行今開展500億人幣7天期逆回購操作,單日淨回籠500億人幣,上證綜指全日升15點或0.44%收3,537點、深證成指升0.67%,內地創業板指數升0.8%,滬深兩市成交額共1.04萬億人民幣。 恆指今早低開45點,早段跌幅擴大至193點見25,520點後窄幅爭持,最終跌63點或0.25%,收25,650點;國指跌32點或0.35%,收9,193點:恆生科技指數跌40點或0.6%,收6,672點。大市全日成交總額1,097.87億元,滬、深港通南下交易分別淨流入2.34億及11.09億元人民幣。美團及友邦全日股價各走低1.6%及0.6%,碧桂園服務(06098.HK)股價跌4.2%。 【舜宇股價挫 網易績後弱】 舜宇光學(02382.HK)股價下滑4.4%收219元,爲跌幅最大藍籌股。中信證券發表報告,指短期內安卓端需求仍階段承壓,同時手機鏡頭行業格局變化,或導致部分產品銷售均價波動。中長期來看,該行認爲光學市場需求向好,看好舜宇龍頭地位,維持「買入」評級,目標價255元。 網易(09999.HK)公佈季績後全日股價跌3.6%收176.5元。花旗指網易第三季收入表現穩固,受惠個人電腦遊戲收入強勁,但非公認會計準則淨利潤則符預期,決定下調對其2022年及2023年公認會計準則淨利潤預測各4.4%及15.6%,反映網遊業務放慢預期等因素。 【市寬呈轉弱 汽車股上揚】 港股今日市寬轉弱,主板股票的升跌比率爲19比21(上日爲26比16);恆指成份股今日18只股份上升,下跌股份39只,升跌比率爲30比65(上日爲73比23);大市今日錄沽空164.17億元,佔可沽空股份成交895,32億元的18.336%(上日15.869%)。 汽車股抽升,廣汽(02238.HK)及東風(00489.HK)股價各升7.1%及3.8%,小鵬(09868.HK)上揚3.3%。瑞銀髮表報告指,廣州車展將於11月19日開幕,預期電動車將搶佔風頭,其中廣汽(02238.HK)及小鵬可利用其主場優勢,密集推出新產品,估計在多個品牌下的強大渠道推動,長城汽車(02333.HK)今年將成焦點。 瑞銀表示,考慮到內地汽車行業面臨多重挑戰,而且目前估值較高,該行對行業整體仍持有謹慎態度,但認爲廣州車展將提振行業近期情緒。
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