《即日市評》恆指續升 內房股有支持 阿裏創新低
受金融股帶動下,恆指今日持續向上。美聯儲局主席鮑威爾表示,美通脹風險上升,須爲調整貨幣政策做準備,美國首現Omicron變種病毒確診個案,美股道指及納指各跌1.3%及1.8%;執筆之時美國十年期國債孳息率跌至1.449釐,美匯指數跌至96.04,美股道指期貨最新升158點或0.5%,納指期貨最新升0.4%。人行今開展100億人幣7天期逆回購操作及單日淨回籠900億人幣,上證綜指全日跌3點或0.09%收3,573點、深證成指跌0.2%,滬深兩市成交額共1.15萬億人民幣。
恆指今日先跌後回升,大市低開134點後掉頭上升,曾升148點見23,807點,全日升130或0.55%,收23,788點;國指升80點或0.95%,收8,506點;恆生科技指數跌41點或0.68%,收6,017點。大市全日成交總額1,475.63億元,滬、深港通南下交易分別淨流入5.38億及20.64億元人民幣。匯控(00005.HK)股價升1.1%。
【阿裏創新低視頻股受壓】
阿裏巴巴(009988.HK)盤中曾低見120.1元創新低,全日跌2.5%收122.6元。高盛發表報告表示,本週一(11月29日)與阿裏巴巴(09988.HK)投資者關係主管林建達進行非交易性路(NDR),阿裏巴巴料在內地短期的電商零售總體易總額(GMV)增長將會放慢,因受到宏觀經濟濟及零售增長轉弱影響,今年第三季度內地線上實物商品零售額按年增速放緩至8.7%,中國整體服裝及化妝品零售額按年各跌1.5%及上升2.2%,監於阿裏巴巴在非必需消費品領域的龐大基數,這對阿裏影響明顯。
嗶哩嗶哩(09626.HK)跌6.6%報485元,快手(01024.HK)跌3.6%報84.25元。國家文化和旅遊部辦公廳發佈關於加強網絡文化市場未成年人保護工作的意見,提出網絡文化市場主體不得以打賞排名、虛假宣傳等方式炒作網絡表演者收入,不得以虛假消費、帶頭打賞等方式誘導未成年人用戶消費;同時,引導網絡文化市場主體依法對未成年人充值打賞權限進行規範。
【沽空率上升 內房股造好】
港股今日市寬轉弱,主板股票的升跌比率爲17比23(上日爲21比20);恆指成份股今日44只股份上升,下跌股份16只,升跌比率爲73比27(上日爲52比45);大市今日錄沽空236.47億元,佔可沽空股份成交1,224.62億元的19.309%(上日17.9%)。
內房股造好,藍籌內房股中國海外(00688.HK)升2.8%、龍湖(00960.HK)上揚3%、碧桂園(02007.HK)走高4.1%,融創中國(01918.HK)股價彈4.9%。瑞信發表報告,指有三間內地開發商申請發行銀行間中期票據,包括碧桂園50億元人民幣、龍湖50億元人民幣和中海外100億人民幣。如果申請獲得批準,這也將是碧桂園首次發行銀行間中期票據。
瑞信指,隨着更多的非國有企業開發商發行銀行間中期票據,以及監管機構對收益用途的控制放寬,資產負債表相對強勁的開發商的融資環境應該得到改善。
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