《即日市評》恆指再跌 科網股承壓 阿裏挫半成
受科網及保險股拖累下,港股今日持續回落。市場擔心美國通脹及供應鏈問題影響零售股盈利,投資者預期美聯儲或早於預期加息,美股道指及納指昨各跌0.6%及0.3%;執筆之時美國十年期國債孳息率跌至1.592釐,美匯指數回落至95.78,美股道指期貨最新升43點或0.12%,納指期貨最新升0.4%。國際信貸機構惠譽料內房未來3個月或出現更多違約或債務重組,上證綜指全日跌16點或0.5%收3,520點、深證成指跌0.9%,內地創業板指數跌1.1%,滬深兩市成交額共1.12萬億人民幣。
恆指低開280點後反覆向下,曾跌427點一度低見25,222點,全日跌330點或1.29%,收25,319點;國指跌157點或1.71%,收9,036點;恆生科技指數跌197點或2.96%,收6,474點。大市全日成交總額1,165.27億元,滬、深港通南下交易分別淨流入2.69億及4.29億元人民幣。
【阿裏挫半成 百度季績跌】
科網股受壓,騰訊(00700.HK)股價下滑2.4%,阿裏巴巴(09988.HK)公佈業績前夕全日股價挫5.3%收156元,而美團(03690.HK)跌2.5%。上海市市場監督管理局透露,日前,制定發佈了《上海市網絡交易平臺網絡營銷活動算法應用指引(試行)》,規範網絡交易平臺網絡營銷活動算法應用行爲,爲平臺經營者劃出合規底線。《指引》要求平臺經營者,不得利用算法實施不正當價格行爲;不得利用算法對消費者實施不合理的差別待遇;不得利用算法僅向消費者提供針對其個人特徵選項的搜索結果。
百度(09888.HK)全日股價跌7.8%收156.4元,嗶哩嗶哩(09626.HK)股價挫10.8%。匯豐環球研究發表報告指,百度第三季業績基本符合預期,但廣告業務前景遇挑戰,因此將目標價由195元下調至190元,同時將2021至2022年的經調整純利預測削減4%至5%。
【跌股千一隻 內房股承壓】
港股今日市寬轉弱,主板股票的升跌比率爲13比27(上日爲19比21),下跌股份1,154只(跌幅2.3%);恆指成份股今日12只股份上升,下跌股份45只,升跌比率爲20比75(上日爲30比65);大市今日錄沽空204.92億元,佔可沽空股份成交954.5億元的21.469%(上日18.336%)。
內房股有沽壓,碧桂園(02007.HK)股價挫5.1%,融創中國(01918.HK)跌3.4%,中國恆大(03333.HK)下滑5.7%。大和發表報告認爲,內地房地產數據10月份進一步趨弱,而內房信貸進一步放鬆,以及部分城市放寬土地招標要求,對發展商而言是正面信息,惟認爲內房板塊目前仍未走出困境,可能會看到更多財務疲弱的發展商面臨財務困難。
該行指出,由於其追蹤的發展商,於首十個月份僅完成75%的銷售目標,估計買家續採取觀望態度,預期部分發展商或無法實現全年銷售目標,料至2022年大部分發展商將持保守態度。
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