《即日市評》恆指連彈兩日 李寧安踏升半成
阿思達克 12-22 16:53
受科網股帶動下，恆指今日重上兩萬三關。美股道指及納指昨各升1.6%及2.4%；執筆之時美國十年期國債孳息率升至1.481釐，美匯指數升至96.56，美股道指期貨最新跌70點或0.2%，納指期貨最新跌0.5%。人行今開展200億人幣逆回購操作及單日淨投放100億人幣，上證綜指全日跌2點或0.07%收3,622點、深證成指升0.7%，內地創業板指數升0.6%，滬深兩市成交額共1.06萬億人民幣。
恆指高開249點，初段最多升287點高見23,258點，其後升幅一度收窄至8點，幾乎打回原形，最終全日升131點或0.57%，收23,102點：國指升53點或0.66%，收8,195點；恆生科技指數升72點或1.29%，收5,685點。大市全日成交總額927.82億元，爲逾七個月低，滬、深港通南下交易分別淨流入23.68億及14.17億元人民幣。
【李寧安踏揚 滔搏有沽壓】
Nike第二季財度(截至2021年11月30日止的3個月)業績顯示，大中華區收入下降20%。內地體育用品股受到追捧，李寧(02331.HK)股價上揚5.1%收85.8元，安踏(02020.HK)股價漲5.4%，至於代理Nike及Adidas等品牌的滔搏(06110.HK)就逆跌6.9%。招商證券國際發表報告表示，Nike季度總營收按年增長1%，息稅前利潤按年下跌36%，意味着中國區的EBIT利潤率繼續下滑，中國區貢獻Nike營收16.2%、息稅前利潤36.6%。
該行指，由於供應鏈問題(東南亞工廠受到疫情拖累)，Nike延遲了部分新品的上市時間，影響到了全球範圍內的銷售，其中也包括中國。此外，由於缺乏新產品，Nike不得不銷售價格較低的舊產品，也因此拉低了銷售增速。考慮到國產品牌2021財年三季度的流水增速以及其第四季度的流水增速指引(即按年增長約20%)，Nike應該已經丟失了市場份額。招商證券國際料在內地體育用品行業下「國潮」趨勢將持續。
【市寬略轉弱 汽車股造好】
港股今日市寬略轉弱，主板股票的升跌比率爲23比16(上日爲28比12)；恆指成份股今日44只股份上升，下跌股份16只，升跌比率爲69比25(上日爲64比33)。大市今日錄沽空131.47億元，佔可沽空股份成交726.87億元的18.088%(上日16.918%)。
中資汽車股有支持，比亞迪(01211.HK)股價走高3.5%收265元，長城汽車(02333.HK)股價彈近5%。花旗發表報告指，11月份內地一線城市乘用車佔總銷量約38%，比例按年持平，而低線城市的佔比約爲62%內地本地品牌在一線及低線城市的市場份額均繼續增長。
花旗指出，北汽(01958.HK)一線城市銷售佔比增幅最爲顯着，按年增長5個百分點至21%，其次是長城汽車增長4個百分點至31%。同時，比亞迪和長安(000625.SZ)於低線城市的銷售佔比亦分別增長8個及3個百分點至54%及70%。(wl/u)
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