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《即日市評》恆指靠穩 阿里受壓 基建股舞高
科網股造淡,恆指今日反覆靠穩。美國1月非農新增職位46.7萬個,遠高於預期的15萬個,失業率升至4%。美股上周五走個別,道指跌0.06%及納指升近1.6%;執筆之時美國十年期國債孳息率升至1.904厘,美匯指數升至95.49,美股道指期貨最新跌100點或0.29%,納指期貨最新跌0.2%。中國1月財新服務業PMI降至51.4(市場原預期50.5),A股春節假期後復市,上證綜指全日升68點或2%收3,429點,深證成指升近1%,內地創業板指數升0.3%,滬深兩市成交額共8,231億人民幣。 恆指高開36點後,曾轉跌207點見24,365點,其後跌幅收窄,收市升6點或0.03%,報24,579點;國指升5或0.06%,收8,589點;恆生科技指數跌52點或0.93%,收5,529點。大市全日成交總額1,223.09億元,滬、深港通分別淨流入2,310萬及25.97億元人民幣。 【港股走個別 阿里巴巴挫】 科網股造淡,阿里巴巴(09988.HK)擬額外註冊10億份美國預託證券,股價跌4.5%報115元。花旗認為ADS註冊不一定代表發行新股,相信可能是根據員工股權激勵計劃發行新股,但亦有可能暗示軟銀有潛在的出售意圖。 花旗指,軟銀目前仍持有阿里巴巴53.9億股普通股,相當於6.7376億份ADS或24.8%股份。由於軟銀是阿里巴巴IPO前投資者,花旗認為該批股份中有大部分可能仍未註冊為ADS。 【沽空率攀升 基建股舞高】 港股主板股票的升跌比率為22比19(上日為31比12),恆指成份股今日34隻股份上升,下跌股份27隻,升跌比率為53比42(上日為97比3);大市今日錄沽空233.82億元,佔可沽空股份成1,005.93億元的23.244%(上日為22.974%)。 。 中資基建股舞高,中交建設(01800.HK)股價揚8.5%收4.98元,中國鐵建(01186.HK)走高5.4%收5.83元,中國中鐵(00390.HK)揚2.7%。國家發改委負責人表示,今年首季面臨不確定性因素較多,當局將抓緊出台實施擴大內需戰略的一系列政策舉措,及時研究提出振作工業運行的針對性措施,適度超前開展基礎設施投資,力爭在一季度形成更多實物工作量。
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