《即日市評》港股倒升 科網股撐起 阿裏彈半成
受阿裏巴巴(09988.HK)及美團(03690.HK)等升勢帶動下,港股今日上升。美聯儲局「放鷹」,美國聯儲局會議紀錄顯示,美經濟強勁以及通脹上升可能導致提早加息,部分委員亦傾向在首次加息後相對較短時間內開始縮減資產負債表,美股道指及納指昨各跌1.1%及3.3%;執筆之時美國十年期國債孳息率升至1.733釐,美匯指數升至96.28,美股道指期貨最新升10點或0.03%,納指期貨最新跌0.15%。中國去年12月財新服務業PMI升至53.1(市場原預期51.7),上證綜指全日跌9點或0.25%收3,586點、深證成指跌0.66%,內地創業板指數下滑1.1%,滬深兩市成交額共1.14萬億人民幣。
恆指低開64點,初段跌197點一度低見22,709點後回升,並以接近全日高位收市,收23,072點升165點或0.72%;國指升53點或0.66%,收8,068點;恆生科技指數升73點或1.38%,收5,396點。大市全日成交總額1,345.09億元按日跌逾13%,滬、深港通南下交易分別淨流入17.06億及18.55億元人民幣。本港收緊防疫措施,市場料本港與內地將推遲免檢「通關」,珠寶股周生生(00116.HK)及六福(00590.HK)股價均跌3.3%,周大福(01929.HK)挫7.6%。
【珠寶股受壓 阿裏彈半成】
科網股有支持,騰訊(00700.HK)股價升1.5%收437元,美團(03690.HK)股價上揚3.7%,而阿裏巴巴(09988.HK)股價彈高5.7%。傑富瑞發表中國互聯網行報告,指內地科網股昨日股價呈回調,料不應影響互聯網參與者的業務戰略,並認爲股價回調提供了一個切入點,以捕捉長期的行業前景。
傑富瑞重申對內地科網股前景和2022年首選股的樂觀看法。在內地電商領域中首選包括阿裏巴巴、京東(09618.HK)、美團及達達(DADA.US);在內地娛樂領域中首選包括騰訊、網易(09999.HK)、快手(01024.HK)、嗶哩嗶哩(09626.HK)。
【跌股千一隻 新奧股價挫】
港股今日主板市寬續弱,主板股票的升跌比率爲15比27(上日爲12比31),下跌股份1,144只(跌幅3.1%);恆指成份股今日24只股份上升,下跌股份36只,升跌比率爲38比56(上日爲48比52)。大市今日錄沽空203.58億元,佔可沽空股份成交1,106.1億元的18.405%(上日17.652%)。
新奧能源(02688.HK)股價挫6.2%收136.8元,成跌幅最大藍籌股,大和早前發表研究報告,監於近期新奧能源股價回升和納入恆指成分股的催化劑已經實現,將新奧能源評級由「買入」下調至「跑贏大市」,不過將其目標價由155元上調至160元。該行指,投資者需要留意,新奧能源在公佈2020年和2021年上半年業績後的幾天內股價大幅回落,與淨利潤增長一致,由於新奧股價在2021年業績公佈前已大幅反彈,不排除此情況可能再次發生。
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