《即日市評》港股反覆偏好 香港科技探索彈一成
俄烏戰事持續,美國對俄央行、俄財政部及俄主權基金實施制裁,港股今日反覆偏好。俄羅斯與烏克蘭首輪談判未達成協議,美股道指昨跌166點或0.5%,納指昨升0.4%,執筆之時美國十年期國債孳息率跌至1.84厘,美匯指數跌至96.68,美股道指期貨最新微升1點,納指期貨最新跌0.25%。中國2月官方製造業PMI升至50.2(市場預期49.8),2月財新製造業PMI升至50.4(預期49.1),今早人民幣中間價上調208點報6.3014兌一美元創近四年高,上證綜指全日升26點或0.8%收3,488點,深證成指升0.2%,滬深兩市成交額共9,690.6億人民幣。
港匯再創逾兩年低,恆指高開26點,午後曾倒跌121點一度低見22,591點,之後迅速反彈高見22,937點,全日反覆升48點或0.21%,收22,761點;國指升29點或0.36%,收8,053點;恆生科技指數升37點或0.74%,收5,155點。大市全日成交總額1,149.71億元,滬、深港通南下交易分別淨流入25.12億及3.66億元人民幣。
百佳超市調整營業時間,指部分分店下午3時關門,市場亦關注港府下月進行全民檢測時會否實行「禁足」。經營網上購物平台HKTVmall的香港科技探索(01137.HK)全日收報9.18元,升10.6%。
【科網股發展不一 香港科技探索彈】
科網股走個別,騰訊(00700.HK)升2.3%報431元,阿里巴巴(09988.HK)則跌0.4%報103.8元。內銀股靠穩,工行(01398.HK)及建行(00939.HK)股價無起跌。花旗發表報告預期,中國經濟受俄烏戰事影響有限,估計對油價的衝擊可能將2022財年的中國工業生產者出廠價格指數(PPI)及居民消費價格指數(CPI),分別推高1.2及0.3個百分點,情況均為可控。
花旗指出,中國企業和金融機構的俄羅斯業務或將面臨更高的制裁相關風險。該行傾向於認為對中國/香港的地緣政治擔憂可能過度,期望投資者通過了解更多俄烏衝突的資訊並重新聚焦穩增長的主題上。然而,在俄烏衝突急速發展的情況下,該行不排除會有更多的破壞性情景,可能導致中國增加通脹壓力和對經濟有更大的影響。
【港股市寬改善 啤酒股有支持】
港股今日市寬改善,主板股票的升跌比率為23比20(上日為15比26),恆指成份股今日28隻股份上升,下跌股份30隻,升跌比率為44比47(上日為39比61);大市今日錄沽空171.36億元,佔可沽空股份成交額936.54億的18.297%(上日為18.852%)。
啤酒股彈高,青島啤酒(00168.HK)股價上揚4.4%,華潤啤酒(00291.HK)及百威亞太(01876.HK)股價各升近3%及1.4%。富瑞發表報告表示,據其透過行業渠道了解,青島啤酒1至2月銷售錄高單位數增長,主要受到1月渠道備貨及2月強勁的銷售增長所帶動,銷量遠勝市場預期。該行估計青島啤酒今年可保持此強勁走勢,重申其為行業首選,維持「買入」評級及目標價96元。(wl/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.