《即日市評》恆指反覆偏好 內房及濠賭股受壓
恆指今日反覆上落。美國去年12月通脹升至7%創近40年高,符合市場預期,美股道指及納指昨各升0.1%及0.2%;執筆之時美國十年期國債孳息率升至1.753釐,美匯指數跌至94.76,美股道指期貨最新跌6點或0.02%,納指期貨最新升0.03%。上證綜指全日跌42點或1.17%收3,555點、深證成指跌近2%,內地創業板指數跌1.7%,滬深兩市成交額共1.09萬億人民幣。
恆指今日反覆偏好,恆指高開159點後升幅收窄,午後曾倒跌112點一度低見24,289點,全日升27點或0.11%,收24,429點;國指跌10點或0.12%,收8,602點;恆生科技指數跌103點或1.75%,收5,796點。大市全日成交總額1,363.31億元,滬、深港通南下交易分別淨流入15.6億及7.94億元人民幣。而匯控(00005.HK)攀升1.7%。
【港股個別發展 融創中國捱沽】
融創中國(01918.HK)以先舊後新方式折讓15.3%配股淨籌近45億元股,價挫22.6%收9.13元。內房股受壓,雅居樂(03383.HK)跌13.3%,世茂(00813.HK)跌9.4%,合景泰富(01813.HK)及碧桂園(02007.HK)各跌7.4%及7.8%,龍光(03380.HK)及奧園(03883.HK)各跌逾6%。
據融創中國相關人士指,目前行業政策環境回暖,融創對未來市場和行業平穩健康發展充滿信心,雖然公司有充足現金應對短期到期的債務,但鑑於短期內外部環境仍有可能存在不確定因素,出於謹慎考慮決定把握地產板塊最近的回調,通過向市場配售募集額外的股本,以使公司有更充足的資金和能力應對市場和環境短期的不確定性。
【收緊入境要求 濠賭股造淡】
港股今日市寬轉弱,主板股票的升跌比率爲15比25(上日爲27比15),下跌股份1,078只(跌幅2.8%),恆指成份股今日32只股份上升,下跌股份32只,升跌比率爲50比50(上日爲67比30);大市今日錄沽空219.49億元,佔可沽空股份成1,135.49億元的19.33%(上日爲20.64)。
濠賭股造淡,金沙中國(01928.HK)及銀娛(00027.HK)股價均下滑2.8%,美高梅中國(02282.HK)下滑4.6%。據報道指,與珠海相鄰的中山市坦洲鎮發現新冠可疑案例,進出坦洲鎮的所有道路目前已實施全面管控。有住宅小區所有人員只進不出,須居家隔離。
澳門新型冠狀病毒感染應變協調中心中午公佈,因應疫情防控需要,衛生局根據《傳染病防治法》規定,自1月14日零時起,所有由內地經機場以外口岸入境者,須持有採樣日後48小時內符合衛生當局要求的新型冠狀病毒核酸檢測陰性結果證明,未能出示符合要求證明的非澳門居民可被拒絕入境;離境人士維持7天核酸檢測陰性結果證明。(wl/u)
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