《即日市評》恆指虎年首交易日紅盤高收 匯控彈半成
受金融及科網股帶動下,恆指虎年首日收紅盤。美股昨結束四連升,社交平台Facebook母公司Meta(FB.US)季績遜預期,而紐約期油升2.3%逾七年來首度收高於90美元,道指及納指各跌1.5%及3.7%;執筆之時美國十年期國債孳息率升至1.837厘,美匯指數跌至95.29,美股道指期貨最新升126點或0.36%,納指期貨最新升1.6%。內地A股今日起休市,直至2月7日(年初七)起復市。
恆指高開590點,初段升幅曾收窄至338點見24,140點,其後再度擴大,曾見24,609點升807點,全日升771點或3.24%,收24,573點;國指升234點或2.81%,收8,584點;恆生科技指數升165點或3.05%,收5,581點。大市全日成交總額1,139.04億元,滬、深港通南下交易暫停,下周一(7日)恢復。
恆指本周累升1,023點或4.3%、國指本周累升374點或4.6%、恆生科指本周累升289點或5.5%。
【匯控受追捧 友邦彈半成】
金融股上揚,匯控(00005.HK)股價走高5%報57.9元,友邦(01299.HK)升5.4%報85元。渣打(02888.HK)升4.8%報58.6元。高盛早前發表告,上調匯控目標價,由61元上調至68元,評級「買入」。該行指,縱使匯控股價自2020年9月以來低位升近倍,按股價對撥備前經營溢利比率基準,匯控股價僅屬中周期估值,且目前市賬率相對中期股本回報率具吸引力。
高盛經濟師上調美聯儲加息預期至2024年底前加息10次,因而上調匯控2022至2025年基本每股盈利預測平均6%。高盛認為,匯控盈利能力上升及更快的資本回報應持續推動股價跑贏大市。該行預期每年股份回購速度將由目前20億美元加快至2025年的40億美元,受超額資本推動。股息亦料由2022年預測的約4%升至2025年的約7%。
【升股千三隻 汽車股舞高】
港股今日市寬向好,主板股票的升跌比率為31比12(上日為27比10),上升股份1,331隻(升幅3.2%),恆指成份股今日62隻股份上升,下跌股份2隻,升跌比率為97比3(上日為56比38);大市今日錄沽空214.9億元,佔可沽空股份成935.4億元的22.974%(上日為24.557%)。
汽車股舞高,比亞迪(01211.HK)股價彈高7%收237元,小鵬汽車(09868.HK)股價抽升11.2%,理想汽車(02015.HK)揚12.6%。瑞信指,比亞迪今年1月份銷量按年增長125%,高於該行預期。比亞迪日前宣布自2月1日起全面上調售價,升幅介乎每輛1,000至7,000元人民幣,預期將抵銷政府削減補貼及電池原材料成本上漲帶來的負面影響。管理層預期今年電池產量為90至100GwH,認為比亞迪有可能會供應予特斯拉(TSLA.US)歐洲工廠。(wl/a)
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