《即日市評》港股2022年首交易日走低 商湯飆四成
阿思達克 01-03 16:57
受科網股拖累下，港股於2022年首個交易日先升後跌。美股上週五跌59點或0.16%，納指下滑0.6%；執筆之時美國十年期國債孳息率升至1.514釐，美匯指數跌至95.88，美股道指期貨最新升148點或0.41%，納指期貨最新升0.51%。內地昨新增本土病例101例(陝西92例，其中西安市90例)，內地股市今日假期休市，明日復市。
恆指高開112點，早段曾升207點一度高見23,605點，午後曾跌204點一度低見23,193點，全日跌122點或0.53%，收23,274點；國指跌47點或0.58%，收8,188點；恆生科技指數跌30點或0.54%，收5,640點。大市全日成交總額699.81億元，滬、深港通因內地新年假期暫停，明日(4日)恢復。
商湯(00020.HK)股價續受捧，全日股價飆升40.9%收7.75元，市值達2,579億元。但主要科網股造淡，阿裏巴巴(09988.HK)及美團(03690.HK)股價各走低3.3%及0.9%。
【商湯飆四成 申洲股價挫】
申洲國際(02313.HK)全日股價挫7.8%收138.2元，成跌幅最大藍籌股。花旗發表報告，申洲鑑於近期寧波生產基地所在區域發生的疫情部分短期停產，根據過往記錄，股價或會出現調整，但認爲波動不會很大，並視作良好買入機會。該行指，暫時10宗確診病例均來自北侖區大型企業申洲針織有限公司，當地政府已展開大型核酸測試，相對於寧波工廠超過4.5萬名員工而言，目前感染病例數量非常少，認爲即使暫停生產，也只是短期內的事情。
中遠海控(01919.HK)全日股價揚6.3%收16.08元。摩根士丹利發表報告，指截至2021年12月31日的一週，上海出口集裝箱運價指數(SCFI)上升1.8%，升幅較前一週1.3%擴大。該行指歐洲、地中海、美東、美西航線的運價分別升1%、1.5%、3.2%、2%、東南亞航線就跌0.3%，該行估計對中遠海控(01919.HK)影響正面。
【沽空率上升 中藥股續揚】
港股今日市寬略轉弱，主板股票的升跌比率爲21比21(上日爲28比11)；恆指成份股今日30只股份上升，下跌股份31只，升跌比率爲47比48(上日爲52比39)。大市今日錄沽空96.72億元，佔可沽空股份成交503.95億元的19.191%(上日17.151%)。
中藥股續俏升，中國中藥(00570.HK)全日股價彈高20.5%，白雲山(00874.HK)、同仁堂科技(01666.HK)及同仁堂國藥(03613.HK)各升6%、9.4%及5.4%。中金髮表報告指，去年12月30日國家醫療保障局、國家中醫藥管理局發佈《國家醫療保障局國家中醫藥管理局關於醫保支持中醫藥傳承創新發展的指導意見》，充分發揮醫療保障制度優勢，支持中醫藥傳承創新發展。當中提出，中藥製劑、互聯網中醫藥服務、中醫適宜技術等納入醫保範圍，並推進中醫醫保支付方式改革，中醫醫療機構暫不實行DRG付費。
該行認爲內地政策鼓勵中醫藥發展明顯，相對於生物醫藥板塊整體，中藥板塊估值中樞存在溢價空間。
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