《即日市評》恆指「三連升」騰訊及中資電力股舞高
受騰訊(00700.HK)及金融股帶動下,港股今日持續造好。美國白宮就開支法案與參議員Joe Manchin保持溝通,市場對新冠變種Omicron憂慮減低,美股道指及納指昨各升0.7%及1.2%;執筆之時美國十年期國債孳息率升至1.4638釐,美匯指數跌至96.14,美股道指期貨最新升13點或0.04%,納指期貨最新跌0.12%。人行連續四日開展200億元人民幣逆回購,上證綜指全日升20點或0.57%收3,643點、深證成指升0.5%,內地創業板指數升0.2%,滬深兩市成交額共1.08萬億人民幣。
恆指高開39點,初段曾倒跌75點一度低見23,027點,隨後迅速反彈高見23,264點,全日升91點或0.4%,收23,193點,連升三日(累漲448點或2%);國指全日升9點或0.11%,收8,204點;恆生科技指數跌46點或0.83%,收5,638點。大市全日成交總額1,091.84億元,滬、深港通南下交易分別淨流入18.57億及19.63億元人民幣。
【騰訊有支持 京東股價挫】
騰訊透過向股東實物分派減持京東(09618.HK)股份,代表騰訊的劉熾平辭任京東董事。騰訊全日股價升4.2%報461.8元,但京東股價跌7%報259.6元。騰訊以實物分派京東之A類普通股約4.57億股之方式宣派中期股息,按合資格股東持有每21股股份獲發1股京東A類普通股爲基準。傑富瑞發表報告表示,騰訊以實物分派京東後,騰訊對京東持股比例約爲2.3%。該行認爲,騰訊已經對通過股份回購或派息回報股東的價值進行了全方位審視,而公司與京東的戰略合作沒有變化。
傑富瑞表示,騰訊以綜合方式回報股東,公司在審視了股份回購和派息等不同方式,爲股東帶來價值。股息支付可以是現金或實物形式,後者來自其投資組合,取決於其投資實體的業務表現。騰訊投資的實體可能處於早期發展階段,後期將展示自籌資金能力。
【升股一千隻 電力股舞高】
港股今日市寬略轉好,主板股票的升跌比率爲25比16(上日爲23比16),上升股份1,070只(升幅2.5%);恆指成份股今日41只股份上升,下跌股份20只,升跌比率爲64比31(上日爲69比25)。大市今日錄沽空150.6億元,佔可沽空股份成交907.97億元的16.586%(上日18.088%)。
中資電力股受捧,大唐發電(00991.HK)及龍源(00916.HK)各彈高11.2%及8.2%,而華能國電(00902.HK)及中國電力(02380.HK)股價各走高9.2%及9.7%。
花旗發表報告表示,中國今年11月電力需求增長按年放慢至3.1%,對比今年首十一個月升11.4%,主要受到部份省份設定能源消耗上限所致,該行估計內地今年第四季電力需求會按年下跌逾5%,但隨着能源消耗上限將解除,估計內地明年首季電力需求會回覆按年增長約5%,料內地燃煤發電企業於2022年可望錄得盈利。
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