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《即日市評》人行降公開市場操作利率 港股走弱 賭股逆彈
人行降公開市場操作利率,下調一年期MLF利率10個基點至2.85%,受科網股拖累下,港股今日向下。美國大型銀行第四季業績令人失望,美股上週五個別發展,美股道指跌0.6%及納指則升0.6%;執筆之時美國十年期國債孳息率升至1.792釐,美匯指數升至95.09,美股今晚因馬丁路德金紀念日休市。中國公佈去年第四季GDP按年增長4%(市場預期增3.3%),去年GDP按年增8.1%;12月工業增加值按年升4.3%優預期;12月零售銷售按年升1.7%遜預期。上證綜指全日升20點或0.58%收3,541點、深證成指升1.5%,滬深兩市成交額共1.12萬億人民幣。 恆指高開6點後轉跌,午後曾跌271點一度低見24,111點,尾市跌幅收窄,全日跌165點或0.68%,收24,218點;國指跌90點或1.06%,收8,463點;恆生科技指數跌44點或0.77%,收5,724點。大市全日成交總額降至1,053.45億元。滬、深港通南下交易分別淨流入13.03億及11.55億元人民幣。內房股造淡,融創中國(01918.HK)及碧桂園(02007.HK)股價跌5%及8.1%。 【內房股造淡 科技股走軟】 科技股偏軟,騰訊(00700.HK)跌1.6%報465.6元,美團(03690.HK)跌1.8%報216.6元。騰訊發佈2022年寒假及農曆新年期間未成年人遊戲限玩通知,限制未成年用戶可於1月21日至23日、28日、31日,以及2月1至6日、11日至13日共14日,每天晚上8時至9時之間登錄遊戲,其餘時間未成年人均無法進入遊戲體驗。 人行今日進行7,000億元人民幣一年期中期借貸便利(MLF)操作,利率由上月2.95%降至2.85%。花旗發表報告,維持人行將在星期四(20日)將1年和5年貸款市場報價利率(LPR)下調5個基點的預測。該行認爲,內地貨幣寬鬆政策將進一步深化,預期今年上半年總共降息25個基點,下調存款準備金率(RRR)50個基點。該行表示,人行下調MLF時機合符預期,但力度較預期進取,認爲不能等待到農曆新年長假期之後再次下調利率。 【濠賭股抽上 除不明因素】 港股今日市寬續弱,主板股票的升跌比率爲17比24(上日爲18比21),下跌股份1,008只(跌2.3%),恆指成份股今日18只股份上升,下跌股份40只,升跌比率爲28比63(上日爲39比56);大市今日錄沽空177.68億元,佔可沽空股份成848.46億元的20.941%(上日爲20.117)。 澳門博彩股價顯着上升。金沙中國(01928.HK)升14.6%,永利澳門(01128.HK)及美高梅中國(02282.HK)各升11.9%及11.7%,銀娛(00027.HK)及新濠國際(00200.HK)各升7%及5.1%。澳門特區政府日前公佈修訂《娛樂場幸運博彩經營法律制度》法律草案內容。摩根士丹利發表報告,指濠賭股去除監管不明朗因素,濠賭股市值有潛力恢復到2021年9月水平,大型股較喜愛金沙中國多過銀娛,對兩者均持「增持」評級。(wl/u) ~
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