《即日市評》恆指升 兩萬五得而復失 內房股彈高
阿思達克 02-10 17:04
市場觀望美國1月通脹數據，港股今日反覆造好。美債孳息回落及大型科技股造好支持大市，美股道指及納指昨各升0.9%及2.1%，執筆之時美國十年期國債孳息率升至1.943釐，美匯指數處95.57，美股道指期貨最新升11點或0.04%，納指期貨最新跌0.35%。人行進行200億人幣7天期逆回購操作，上證綜指全日升5點或0.17%收3,485點，深證成指跌0.73%，內地創業板指數跌近2%，滬深兩市成交額共9,364億人民幣。
恆指高開220點見25,050點後回落，曾倒跌180點一度低見24,649點，其後反覆回升，全日升94點或0.38%，收24,924點；國指升66點或0.76%，收8,789點；恆生科技指數升31點或0.56%，收5,666點。大市全日成交額1,291.3億元，滬港通南下交易淨流出1.54億元人民幣，深港通南下交易淨流入16.7億元人民幣。
【藥明生物挫 阿裏巴巴揚】
藥明生物(02269.HK)全日股價跌5.4%報58.3元。大和發表報告，藥明生物子公司無錫藥明生物及上海藥明生物列入未經覈實名單(UVL)，對其日常運營影響小，但公司出現在其他名單上的不確定性仍然存在。該行表示，由於藥明生物北美業務佔收益達50%，認爲這不確定性將嚴重損害市場情緒，從而可能導致持續下調評級，認爲目前市場更關心其短期盈利而非積壓的長遠機會，UVL有可能只是美國政府制裁的開始。因此該行將其評級從「買入」下調至「跑贏大市」，目標價由167元大幅削減至75元。
阿裏巴巴(09988.HK)股價揚2.9%收122.2元。摩根大通發表報告指，日前軟銀表示，阿裏巴巴額外10億份ADS註冊申請與軟銀未來的任何交易無關，預期消息對阿裏巴巴的股價有正面反應。市場現時可排除軟銀拋售阿裏股份的風險，該行認爲，阿裏註冊ADS或用於未來員工激勵計劃，以及爲持有開曼和港股的現有股東預留轉換股份。
【沽空率上升 內房股彈高】
港股今日市寬續向好，主板股票的升跌比率爲26比16(上日爲28比14)，上升1,089只(升幅2.8%)，恆指成份股今日43只股份上升，下跌股份17只，升跌比率爲67比27(上日爲89比11)；大市今日錄沽空234.28億元，佔可沽空股份成1,096.98億元的21.357%(上日爲17.359%)。
內房股有支持，融創中國(01918.HK)股價彈高近11%，雅居樂(03383.HK)揚8.3%，世茂集團(00813.HK)抽升12.4%。《證券時報》報道，內地多個地區房貸利率出現下調，其中在深圳首套房貸利率爲4.9%，二套房貸利率爲5.2%。比去年底首套房房貸利率爲5.1%，二套房爲5.6%呈回落。
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