《即日市評》恆指跌至近兩年低 匯控及內房股承壓
受科網及金融股所拖累,恆指今日向下。市場觀望俄烏戰事,國際油價攀升,不明朗因素籠罩全球市場,美股道指及納指昨各跌1.8%及1.6%,執筆之時美國十年期國債孳息率跌至1.746釐,美匯指數升至97.58,美股道指期貨最新升17點或0.05%,納指期貨最新升0.05%。今早人幣中間價大幅下調337點報6.3351兌一美元,上證綜指全日跌4點或0.13%收3,484點,深證成指跌1%,滬深兩市成交額共8,980億人民幣。
恆指低開193點,早段跌幅曾收窄至49點,其後再度向下,午後曾跌462點一度低見22,299點,全日跌417點或1.84%,收22,343點創近兩年低;國指跌144點或1.8%,收7,908點;恆生科技指數跌139點或2.71%,收5,015點。大市全日成交總額1,146.44億元,滬、深港通南下交易分別淨流入10億及21.82億元人民幣。
國際金融股受壓,匯控(00005.HK)股價下滑5.2%收51.2元,渣打(02888.HK)挫6.1%。而香港科技探索(01137.HK)股價急回9%收8.35元。
【匯控有沽壓 百度績後揚】
科網股走個別,騰訊(00700.HK)股價下滑1.8%收423.4元,美團(03690.HK)股價逆市升1.7%收176.4元。美團向今年3月到12月對疫情中高風險地區經營困難的中小商戶,推出六項援助措施迴應當局指引,包括爲合資格的困難商戶推出傭金收費減半優惠,並以每單1元人民幣封頂,對完成費率透明化的困難商戶推傭金收費上限5%等。高盛維持對美團的「買入」評級,目標價300元。透過情景分析評估這些政策對2022年美團外賣單位經濟效益的潛在影響,該行預計對美團2023年的中長期單位經濟效益軌跡沒有實質性影響。
百度(09888.HK)股價上揚6.8%收158.1元。富瑞發表報告表示,百度去年第四季收入及非公認會計準則下淨利潤優於市場及該行原預期,該行料公司今年首季可按進度推進原先預期計劃,指若內地新冠疫情沒有惡化,估計公司核心廣告業務將可觸底。
【跌股千三隻 內房股下滑】
港股今日市寬轉弱,主板股票的升跌比率爲11比32(上日爲23比20),下跌1,352只股份(跌幅3.3%),恆指成份股今日8只股份上升,下跌股份55只,升跌比率爲13比86(上日爲44比47);大市今日錄沽空179.43億元,佔可沽空股份成交額942.07億的19.047%(上日爲18.297%)。
內房股下滑,龍光(03380.HK)跌13.6%,世茂集團(00813.HK)、旭輝(00884.HK)、合景泰富(01813.HK)及碧桂園(02007.HK)各跌7.5%至8.1%,野村發表報告,內地房地產板塊在1月和2月進一步走弱,地方政府和銀行近期出臺的行業相關寬鬆措施仍很大程度上在地方政府的決策空間內,這些措施可能會有所幫助,但可能會進一步削弱準買家信心,他們可能更希望等價格進一步下跌來購買房屋,認爲目前中央政府推出全國性寬鬆政策的機會較低。
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