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《即日市評》恆生科指彈半成 中海油走強
受科網股及友邦(01299.HK)升勢帶動下,恆指上越兩萬四關。美聯儲局主席鮑威爾出席國會聽證會時稱是時候需要收緊貨幣政策,估計今年將會加息以及減少額外刺激措施,美股道指及納指各升0.5%及1.4%;執筆之時美國十年期國債孳息率跌至1.746釐,美匯指數稍回至95.65,美股道指期貨最新跌19點或0.05%,納指期貨最新跌0.26%。中國去年12月CPI按年升1.5%(市場預期升1.7%)、PPI按年升10.3%(市場預期升11.3%),人行去年12月新增人民幣貸款1.13萬億元(市場預期1.25萬億元),上證綜指全日升29點或0.84%收3,597點、深證成指升1.4%,內地創業板指數升2.6%,滬深兩市成交額共1.06萬億人民幣。 恆指高開330點後升幅擴大,並以全日高位24,402點收市,升663點或2.8%。國指升243點或2.91%,報8,612點;恆生科技指數升280點或4.99%,報5,899點。大市全日成交總額1,536.02億元,滬、深港通南下交易分別淨流入30.82億及29.85億元人民幣。友邦全日股價上揚3.6%。汽車股向上,比亞迪(01211.HK)漲7.6%。 【恆指越兩萬四 網股領航大市】 科網股受追捧,美團(03690.HK)股價彈高9.1%,騰訊(00700.HK)上揚4.5%收480.8元。據內媒報道,騰訊主席馬化騰於去年底的員工大會上,對2021年發生的一系列變化表達其想法,他指出,騰訊只是國家社會大發展期間的一家普通公司,是國家發展浪潮下的受益者,並不是甚麼基礎服務,隨時都可以被替換。他稱,未來騰訊在服務國家和社會的時候,要做到不缺位、做到位、不越位,做好助手、做好連接器。 京東(09618.HK)全日股價彈上11%收305.2元。花旗發表報告表示,騰訊早前減持京東持股後,相信正提供一個吸引切入點,雖然宏觀經濟增長放慢,但該行認爲京東基本面穩固,藉穩固的供應鍵產能可支持公司表現持續優於同業,該行重申京東爲行業首選。花旗估計京東去年第四季經調整收入爲2,748億人民幣(按年升22.5%),市場料爲2,789億人民幣;該行料京東去年第四季非通用會計準則純利爲23.2億人民幣,對比市場預測26億人民幣,料京東上季業績表現可符合市場預期。 【上升股千一隻 中海油股價彈】 港股今日主板市寬向好,主板股票的升跌比率爲27比15(上日爲17比23),上升股份1,158只(升幅2.8%);恆指成份股今日43只股份上升,下跌股份19只,升跌比率爲67比30(上日爲39比59)。大市今日錄沽空267.43億元,佔可沽空股份成交1,295.7億元的20.64%(上日19.348%)。 中海油(00883.HK)股價搶升6.8%收9.15元。瑞信發表報告指出,中海油2022年經營策略顯示公司增長前景,而策略重點是公司對派息及回購的承諾,是公司史上首次,該行認爲中海油有關策略將受到市場歡迎,預期公司股價應有積極反應。該行上調中海油目標價由13元上調至13.3元,指中海油被嚴重低估,維持對其「跑贏大市」評級。
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