《即日市評》科網股領航大市 阿里及安踏受捧
阿思達克 02-09 16:59
受科網及金融股升勢帶動下，港股今日回升。美債孳息上升帶動銀行股，美股道指及納指各升1.1%及1.3%，執筆之時美國十年期國債孳息率跌至1.925厘，美匯指數處95.52，美股道指期貨最新升169點或0.48%，納指期貨最新升0.68%。人行進行200億人幣7天期逆回購操作，上證綜指全日升27點或0.8%收3,479點，深證成指升1.55%，內地創業板指數升1.3%，滬深兩市成交額共9,318億人民幣。
恆指高開397點後升幅擴大，最多升566點一度高見24,896點，全日升500點或2.06%，收24,829點；國指升210點或2.47%，收8,723點；恆生科技指數升198點或3.65%，收5,635點。大市全日成交總額1,407.58億元，滬、深港通南下交易半日分別淨流入10.12億及29.41億元。中移動(00941.HK)升2.9%，小鵬汽車(09868.HK)獲納入深港通下的港股通股票名單，股價彈8%。
【中移有支持 阿里巴巴彈】
科網股彈高，騰訊(00700.HK)股價揚2.7%，阿里巴巴(09988.HK)股價彈6.8%收118.8元。軟銀發言人表示，阿里巴巴最近擬額外註冊發行10億份ADS與軟銀集團未來的任何具體交易沒有關係。此前，花旗預計阿里巴巴額外註冊ADS或代表軟銀可能打算減持阿里部分股權。
富瑞發表報告表示，內地互聯網行業將公布去年第四季度業績，預計市場關注行業前景和復甦趨勢。在接下來數月，該行預計市場焦點於內地政府支持措施、網遊審批、旅遊業在「五一」期間的需求，以及618網購活動。該行認為復甦是內地互聯網行業關鍵主題，料技術性問題是暫時的。
【升股千一隻 安踏受追捧】
港股今日市寬轉好，主板股票的升跌比率為28比14(上日為17比24)，下跌1,179隻(升幅2.5%)，恆指成份股今日57隻股份上升，下跌股份7隻，升跌比率為89比11(上日為41比58)；大市今日錄沽空207.29億元，佔可沽空股份成1,194.11億元的17.359%(上日為20.547%)。
部份內地體育用品股受捧，李寧(02331.HK)股價揚3.9%，安踏體育(02020.HK)揚4.6%。中金發表報告表示，維持對安踏「跑贏行業」評級和目標價159.49元不變，該行看好安踏先進完善的管理機制，廣泛覆蓋的多品牌矩陣，以及領先的全球化視野。
該行指，2月4日北京冬奧開幕，安踏作為官方體育服裝合作夥伴為冬奧會工作人員提供制服裝備，並以科技比賽裝備助力12支中國國家隊。同時FILA、Descente為荷蘭、日本、意大利等國冬奧代表團提供了裝備贊助。中金認為安踏有望借助北京冬奧機遇增強大眾對安踏品牌運動科技的認知，強化「專業為本」的形像，並持續帶動「品牌向上」。
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