《即日市評》恆指止連跌 匯控及美團回升
恆指連跌三日(累跌1,272點或5.1%)後,今日受匯控(00005.HK)及科網股帶動回升。受烏克蘭局勢惡化影響,美股道指及納指昨晚各跌1.4%及1.2%;俄羅斯總統普京指新明斯克協議已不復存在,美國宣佈制裁俄羅斯銀行及主權債務,執筆之時美國十年期國債孳息率升至1.982釐,美匯指數跌至95.93,美股道指期貨最新升241點或0.7%,納指期貨最新升1%。人行進行2,000億人幣7天期逆回購操作,單日淨投放1,900億人幣。上證綜指全日升32點或0.9%收3,489點,深證成指升1.9%,滬深兩市成交額共1.04萬億人民幣。
恆指今早高開97點後反覆造好,午後曾升225點一度見23,745點,全日升140點或0.6%,收23,660點;國指升46點或0.56%,收8,317點;恆生科技指數升72點或1.39%,收5,299點。大市全日成交總額縮1,149.88億元,滬、深港通南下交易分別淨流入2.92億及22.23億元。銀娛(00027.HK)股價上揚3%,中午公佈去年業績扭虧轉賺13.26億元勝預期及派每股特別息0.3元。
【美團呈回升 中銀有沽壓】
部份科網股回升,阿裏巴巴(09988.HK)股價升近0.9%,美團(03690.HK)全日股價彈近3.1%收176.6元。內地官媒《經濟日報》評論文章指出,內地近日14部門聯合出臺《關於促進服務業領域困難行業恢復發展的若幹政策》,43項紓困措施中,僅盯上「引導外賣等互聯網平臺企業進一步下調餐飲業商戶服務費標準」,反應有點過頭。此外,政策說的是「引導」,不是命令,旨在促進政府部門、大平臺、小商戶攜起手來,同舟共濟渡難關。
匯控(00005.HK)股價漲2.9%,恆生銀行(00011.HK)股價回升1.7%,但中銀香港(02388.HK)股價下滑3.1%收29.55元。花旗報告指出,恆生去年下半年的信貸損失撥備爲25億元,約20億元的撥備與內地商業房地產有關,認爲匯控(00005.HK)、渣打(02888.HK)及恆生均有就內房風險敞口作出撥備,或預示中銀(02388.HK)亦面臨損失風險。
【市寬呈改善 創科股價弱】
港股今日市寬改善,主板股票的升跌比率爲23比15(上日爲8比34),恆指成份股今日29只股份上升,下跌股份31只,升跌比率爲45比48(上日爲8比92);大市今日錄沽空178.78億元,佔可沽空股份成交額918.31億元的19.468%(上日爲20.457%)。
創科實業(00669.HK)全日股價下滑4.6%收125.3元,爲跌幅最大藍籌股。創科的大型客戶美國家居裝修工具連鎖家得寶(Home Depot)(HD.US)公佈截至1月底止第四財季業績,季度純利33.52億美元按年升17.3%,季度毛利率跌35點子至33.2%,公司料毛利率現財年將持續受壓,因需支出以應付供應鏈樽頸,以及就加快速度上架工具作投資。公司亦預期現財年經營溢利率持平,並假設美國通脹不再惡化。(wl/a)
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