《即日市評》港股向下 成交降至逾629億 恆生科指創新低
受科網股走弱拖累,恆指今日回落。美股標普500指數昨破頂後倒跌0.1%,道指及納指昨各升0.3%及0.6%;執筆之時美國十年期國債孳息率升至1.483釐,美匯指數升至96.31,美股道指期貨最新升51點或0.14%,納指期貨最新升0.4%。內地昨新增本土確診病例152例(西安佔151例),人行開展2,000億人幣7天期逆回購操作,單日淨投放1,900億人幣;上證綜指全日跌33點或0.91%收3,597點、深證成指跌1.2%,內地創業板指數跌1.4%,滬深兩市成交額共9,973億人民幣。
恆指今早低開26點後跌幅擴大,午後曾跌272點一度低見23,008點,險守二萬三關,全日收報23,086點,跌194點或0.8%;國指跌95點或1.2%,報8,098點;恆生科技指數97點或1.8%,收報5,471點創新低。大市全日成交總額按日跌37%至629.45億元。滬、深港通南下交易關閉,至1月4日重開。
大型科網股走弱,阿裏巴巴(09988.HK)跌2.6%報110.6元。美團(03690.HK)及網易(09999.HK)分別跌3.3%及1.1%。快手(01024.HK)股價挫5.5%。
【科網股走弱 內房股造淡】
內房股承壓,世茂集團(00813.HK)跌5.3%。融創中國(01918.HK)跌4.5%。中國奧園(03883.HK)全日股價挫9.7%收報1.49元。中國奧園公佈,接獲由花旗銀行及Nine Masts Investment Fund針對公司及全資附屬樂添發出的傳訊令狀連同申索背書。申索涉及一筆金額1.31億美元債務連同應計利息及費用。
中國奧園表示,可能考慮與該等原告溝通,以便雙方在合理時間內一致、友好地尋求解決申索及/或因申索產生的任何相應事宜。
【跌股一千隻 海底撈捱沽】
港股今日市寬轉弱,主板股票的升跌比率爲15比26(上日爲22比21),下跌股份1,079只(跌2.4%);恆指成份股今日17只股份上升,下跌股份44只,升跌比率爲27比69(上日爲78比20)。大市今日錄沽空107.7億元,佔可沽空股份成交484.37億元的22.235%(上日15.554%)。
內地昨新增本土確診病例152例,部份內地餐飲股受壓,海底撈(06862.HK)全日股價挫5.6%收16.34元,頤海國際(01579.HK)股價跌11.9%收34.3元。
內媒報道,海底撈執行董事、首席戰略官周兆呈表示,內地當前新的消費需求正在推動餐飲行業變革,在消費升級的大背景下,新餐飲將朝着審美、品牌、消費體驗、產品等全面升級的方向發展。截至2021年上半年,海底撈已先後新建和改造超過一百家新技術餐廳,智能菜品倉庫、自動配鍋機、中央廚房直配成品菜等設備和技術。他表示,希望通過新技術的研發與應用,實現強化食品安全、提升顧客體驗、降本增效的三大目標。(wl/a)
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