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《即日市評》恆指兩萬三得而復失 科網及內房股揚
受科網股造好帶動下,港股今日回升。市場憂慮新冠變種Omicron影響經濟,美股道指及納指均跌1.2%;執筆之時美國十年期國債孳息率升至1.42釐,美匯指數跌至96.4,美股道指期貨最新升183點或0.5%,納指期貨最新升0.8%。上證綜指全日升31點或0.9%收3,625點、深證成指升0.8%,內地創業板指數升0.5%,滬深兩市成交額共1萬億人民幣。 恆指高開50點,曾倒跌14點曾低見22,730點,中午前再度上升,午後曾高見23,100點,但兩萬三得而復失,最終全日升226點或1%,報22,971點;國指升98點或1.2%,報8,141點;恆生科技指數升114點或2.08%,報5,612點。大市成交總額1,102.9億元,滬、深港通南下交易分別淨流入15.94億及25.51億元人民幣。 【科網股造好 美團小米揚】 科網股普遍造好,騰訊(00700.HK)股價上揚2.5%收440.8元,美團(03690.HK)及小米(01810.HK)股價走高4.5%及4.4%。大和發表研究報告指,近期宏觀經濟疲軟及監管不確定性令中國互聯網股受壓,加上遊戲審批的暫停時間較預期久,或推遲焦點新遊戲的發佈時間,影響遊戲公司明年上半年收入。 但大和提到,內地疫情受控情況或好過預期,加上遊戲審批可能提速,都將是近期潛在股價催化劑。另外,雖然可變利益實體(VIE)的合法性仍有待釐清,但大和預計中美監管機構合作將會取得進展,有助提振市場信心。該行重申對行業積極看法,首選爲騰訊、網易(09999.HK) 、美團和京東(09618.HK)。 【升股千一隻 內房股回升】 港股今日市寬改善,主板股票的升跌比率爲28比12(上日爲8比35),上升股份1,188只(升幅3%);恆指成份股今日41只股份上升,下跌股份21只,升跌比率爲64比33(上日爲12比83)。 內房股有支持,融創中國(01918.HK)股價彈9.5%,旭輝(00884.HK)股價漲6.4%。中金髮表報告,指內地房地產板塊基本面正逐步見底,儘管未來一段時間內不排除仍有部分企業出現流動性問題,但行業整體信心和預期已在修復進程中。 中金認爲,當前政策端方向明確、路徑可期,基本面後續重點關注政策執行節奏及力度,建議投資者擇機佈局優質頭部公司。
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