《即日市評》阿裏騰訊領航大市 成交降至千億 賭股揚
受阿裏巴巴(09988.HK)及騰訊(00700.HK)帶動下,港股今日造好。美聯儲局會議紀錄顯示,委員對通脹表達擔憂,認爲如果物價繼續上升,將願意採取行動進行加息,美股道指昨晚微升0.03%,納指升0.4%;執筆之時美國十年期國債孳息率跌至1.641釐,美匯指數升至96.67,美股道指期貨最新升113點或0.3%,納指期貨最新升0.4%。國務院指部署優化地方政府專項債券使用,上證綜指全日跌8點或0.24%收3,584點、深證成指跌0.4%,內地創業板指數跌0.12%,滬深兩市成交額共1.13萬億人民幣。
恆指高開14點,早段曾跌152點一度低見24,532點,其後倒升,最終全日升54點或0.22%,收24,740點;國指升14點或0.17%,收8,809點;恆生科技指數升66點或1.05%,收6,358點。大市全日成交總額降至1,086.14億元,滬、深港通南下交易分別淨流入5.94億及18.25億元人民幣。內房股造好,融創(01918.HK)及富力(02777.HK)股價各升2.2%及3%。
【恆指反覆升 阿裏騰訊揚】
科網股反覆造好,阿裏巴巴(09988.HK)股價上揚2.7%收135.4元,騰訊(00700.HK)股價漲1.2%。據《央視新聞》報道,工信部對騰訊採取過渡性行政指導措施,其App上架前需經技術檢測。摩根士丹利發表報告,認爲這是正常的合規程序,符合《個人信息保護法》和整改數據泄漏不當行爲,對騰訊現有的應用程序和新發布產品影響有限。
野村發表報告,認爲如果騰訊能夠在行政指導措施期限結束前,完成所需的整改,過渡性行政指導措施對騰訊的影響可能不大,因爲其所有現有的應用程序都可能像往常一樣運行。該行維持對騰訊「買入」評級,目標價維持586元。該行指,據其行業調查統計,過渡性行政指導措施實施期可能會從昨日(24日)持續到今年底,期間騰訊應改正工信部在其應用程序中所發現的問題,並需要得到工信部對這些整改的認可。
【沽空率下降 濠賭股受捧】
港股今日市寬改善,主板股票的升跌比率爲23比17(上日爲20比20);恆指成份股今日28只股份上升,下跌股份27只,升跌比率爲47比45(上日爲50比54);大市今日錄沽空155.98億元,佔可沽空股份成交882.54億元的17.674%(上日19.3%)。
澳門博彩股造好,新濠國際(00200.HK)、美高梅中國(02282.HK)及永利澳門(01128.HK)各升5.5%至6.6%,信德(00242.HK)升5.5%。瑞信發表報告,指澳門濠賭股的風險回報轉向正面,主要由於監管力度較預期輕,而香港與澳門的重新通關爲目前的賭收提供顯着上行空間,以及估值不高。假設濠賭股回覆至疫情前水平,該行預期2023及2024年底分別將有33%及20%的複合回報。
瑞信認爲澳門博彩法修訂諮詢結果最早將於12月中旬發佈,另料香港與澳門可能於12月起重新通關,都爲博彩業帶來與以往不同的催化劑,估計12月的賭收將更爲強勁。
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