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《即日市評》恆指止連跌 中銀彈半成 賭股揚
恆指連跌三日(累跌568點或2.3%)後,受烏克蘭局勢緩和下,恆指今日回升。俄羅斯總統普京表示不希望歐洲發生戰爭,同時俄國已從烏克蘭邊境撤走部分軍隊;美股道指及納指昨各升1.2%及2.5%,執筆之時美國十年期國債孳息率升至2.051釐,美匯指數跌至95.8,美股道指期貨最新升88點或0.25%,納指期貨最新升0.08%。內地1月CPI按年升0.9%(市場原預期升1%),1月PPI按年升9.1%(市場原預期升9.5%),上證綜指全日升19點或0.6%收3,465點,深證成指升0.2%,內地創業板指數升0.07%,滬深兩市成交額共8,071億人民幣。 恆指高開262點後升幅擴大,曾升373點一度高見24,728點,全日升363點或1.49%,收24,718點;國指升150點或1.77%,收8,678點;恆生科技指數升126點或2.3%,收5,616點。大市全日成交總額1,017.9億元,滬、深港通南下交易全日分別淨流入3,510萬及15.43億元人民幣。 【恆指止連跌 中銀彈半成】 烏克蘭局勢緩和,俄鋁(00486.HK)彈8.2%。港銀股有支持,中銀香港(02388.HK)股價抽升5.2%收32.1元,恆生銀行(00011.HK)股價漲1.7%。摩根士丹利發表報告表示,上調本港銀行股目標價,以反映了盈利預測的改變,其中中銀香港目標價由28元上調至29.4元,雖然地緣政治風險目前已在股價上反映,但推動力由利率轉爲市場將是一個風險 大摩指,由於淨息差和財富管理收入承壓,去年第四季本港銀行股業績應會疲軟,預料2022年銀行財富管理收入繼續承壓,貸款增長疲軟,但淨息差改善將推動股價上漲,當中匯控(00005.HK)和渣打(02888.HK)對此最敏感。 【升股千一隻 濠賭股舞高】 港股今日市寬改善,主板股票的升跌比率爲27比13(上日爲18比22),上升股份1,141只(升幅近2.5%),恆指成份股今日47只股份上升,下跌股份14只,升跌比率爲73比21(上日爲40比56);大市今日錄沽空150.85億元,佔可沽空股份成830.87億元的18.156%(上日爲18.023%)。 濠賭股舞高,金沙中國(01928.HK)股價彈高6.8%收23.55元,銀娛(00027.HK)股價揚5.3%。大和發表報告指,根據其實地調查,農曆新年對澳門賭收的影響似乎持續至2月的第二週。截至今年2月13日,澳門於2月的每日賭收遠超1月,達3.84億澳門元。由於賭收趨勢較預期好,該行上調澳門2月的日均賭收預測至介乎2.3億至2.5億澳門元。 大和估計,澳門博彩法的修正案可能在今年6月26日的限期前完成,重申對澳門賭業股的正面看法,行業首選爲金沙中國,股份評級「買入」。至於ESG推動的首選爲銀河娛樂。
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