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《即日市評》烏俄緊張升溫 港股再跌 內房股承壓
受科網及金融股拖累下,港股今日向下。烏克蘭局勢緊張,油價上升,美股道指上週五各跌1.4%及2.8%,執筆之時美國十年期國債孳息率回落至1.932釐,美匯指數升至96.32,美股道指期貨最新跌230點或0.66%,納指期貨最新跌0.8%。人行進行100億人幣7天期逆回購操作,上證綜指全日跌34點或1%收3,428點,深證成指跌0.8%,內地創業板指數跌0.5%,滬深兩市成交額共8,625億人民幣。 恆指低開181點後跌幅擴大,曾跌423點一度低見24,482點,全日跌350點或1.41%,收24,556點;國指跌165點或1.89%,收8,618點;恆生科技指數跌94點或1.7%,收5,502點。大市全日成交總額1,138.38億元,滬港通南下交易分別淨流出13.67億元人民幣,深港通南下交易淨流入6.66億元人民幣。碧桂園服務(06098.HK)挫6.7%。 【恆指再下跌 科網股造淡】 油價上漲推升油股,中石油(00857.HK)升2.7%,中海油(00883.HK)漲0.1%。油服股海隆(01623.HK)及中海油服(02883.HK)各上揚2.8%及3.4%。俄烏局勢進一步緊張,美國警告俄羅斯或於短期內入侵烏克蘭,市場憂慮原油供應將受影響,國際油價上週五升至7年高位,布蘭特4月期油價格升3.03美元或3.3%,至94.44美元。 科網股向下,騰訊(00700.HK)跌1%報472元,阿裏巴巴(09988.HK)跌3%報118.7元,美團(03690.HK)跌3.6%報219.6元,網易(09999.HK)及嗶哩嗶哩(09626.HK)各跌4.2%及3%。 【跌股千二隻 內房股回落】 港股今日市寬轉弱,主板股票的升跌比率爲12比29(上日爲14比26),下跌1,246只(跌幅2.5%),恆指成份股今日10只股份上升,下跌股份51只,升跌比率爲16比80(上日爲52比45);大市今日錄沽空184.98億元,佔可沽空股份成924.16億元的20.016%(上日爲20.159%)。 內房股回落,正榮地產(06158.HK)股價挫15.4%,融創中國(01918.HK)及奧園(03883.HK)各跌11.8%及10.8%,雅居樂(03383.HK)及世茂集團(00813.HK)各跌9%及8.2%,合景泰富(01813.HK)及龍光(03380.HK)各跌7.2%及7.5%。 針對多箇中介在朋友圈中轉發「上海佘山世茂深坑酒店現報價22.5億元人民幣對外出售」一事,據《北京商報》引述世茂集團方面表示,集團會進一步平衡資產持有量,部份持有資產有處置計劃,但網傳世茂集團委託中介銷售上海世茂深坑酒店以及掛牌售價22.5億元人民幣的信息不實。後續若有交易將對外公告。(wl/a) ~
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