《即日市評》結算日恆指靠穩 商湯首掛有支持
港股今日期指算日,大市反覆靠穩。美股昨晚上升,道指升90點或0.3%,盤中見36,571點歷史新高,納指昨漲0.1%;執筆之時美國十年期國債孳息率升至1.538釐,美匯指數跌至96.17,美股道指期貨最新跌3點或0.01%,納指期貨最新升0.07%。人行開展1,000億人幣7天期逆回購操作,單日淨投放900億人幣;上證綜指全日升22點或0.62%收3,619點、深證成指升近1%,內地創業板指數升1.3%,滬深兩市成交額共1.02萬億人民幣。
恆指高開43點,早段曾升161點高見23,248點,中午曾倒跌96點低見22,990點,最終升25點或0.11%,收23,112點;國指跌2點或0.03%,收8,096點;恆生科技指數升3點或0.07%,收5,475點。大市全日成交總額691.88億元,滬、深港通南下交易關閉,至1月4日重開。
科網股偏淡,阿裏巴巴(09988.HK)股價下滑0.6%,嗶哩嗶哩(09626.HK)股價跌2.5%。再面臨債務違約風險的中國恆大(03333.HK)全日股價挫9%收1.5元。
【商湯成焦點 首掛有支持】
市場焦點之一是商湯-W(00020.HK)首日掛牌向上,商湯高開1.6%報3.91元,略回順至3.9元獲承接,迅速掉頭反彈高見4.74元遇壓,全日收4.13元,較上市價3.85元,高28仙或7.3%,成交接近3.3億股,涉資逾14億元。
商湯10%公開發售獲逾4倍超購,認購一手中籤率60%,股份以招股範圍下限3.85元定價,料集資淨額約55.52億元,當中60%將用於增強公司的研發能力。上市聯席保薦人分別爲中金、海通國際及匯豐。財政司司長陳茂波表示,商湯是在香港科學園萌芽、是第一家由科學園孕育的科技初創獨角獸,因此在香港上市具有特別意義,有信心香港會孕育出更多優秀的創科獨角獸。
【市寬呈轉弱 洛玻彈一成】
港股今日市寬轉弱,主板股票的升跌比率爲21比19(上日爲15比26);恆指成份股今31日只股份上升,下跌股份31只,升跌比率爲48比48(上日爲27比69)。大市今日錄沽空116.17億元,佔可沽空股份成交527.27億元的22.033%(上日22.235%)。
玻璃股個別發展,洛陽玻璃(01108.HK)全日股價彈高11.8%,信義玻璃(00868.HK)則升0.8%。摩根士丹利發表報告,預期明年太陽能玻璃和浮法玻璃仍會面對逆景。料太陽能玻璃價格繼續受壓。該行首選洛陽玻璃,認爲其銷量增長強勁,看好其新生產線建設、行業收購和來自母企的潛在資產注入。相比浮法玻璃,該行更爲偏好太陽能玻璃。
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