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《即日市評》匯控撐恆指向上 惟恆生科指失守五千點關
受金融股帶動,恆指今日由近兩年低位呈回升。美聯儲局主席鮑威爾傾向支持聯儲局在3月會議上謹慎地加息四分一厘,並對未來更大幅度加息持開放態度,美股道指及納指各升1.8%及1.6%,執筆之時美國十年期國債孳息率升至1.876厘,美匯指數跌至97.54,美股道指期貨最新跌83點或0.24%,納指期貨最新跌0.4%。今早人民幣中間價大幅上調335點報6.3016兌一美元,上證綜指全日跌3點或0.09%收3,481點,深證成指跌1%,滬深兩市成交額共1.01萬億人民幣。 港股今日走個別。恆指高開90點後,一度漲199點曾高見22,543點,全日收市報22,467點,升123點或0.55%;國指則跌8點或0.1%,報7,900點;恆生科技指數失守5,000點關口,收跌58點或1.16%,報4,957點。大市全日成交總額1,156.15億元,滬、深港通南下交易全日分別淨流入3.12億及14.38億元。 金融股回升,匯控(00005.HK)股價升4.1%收53.3元,渣打(02888.HK)漲4.2%。澳門財政司指研賭牌短期續期至今年底,銀娛(00027.HK)股價漲1.6%。 【匯控呈上升 申洲股價挫】 創科(00669.HK)今日股價彈高近9.1%收136.1元,成升幅最大藍籌股。花旗發表報告表示,創科實業去年純利按年升37%,略優於該行原預期,指公司去年收入按年升35%至132億美元亦優預期,決定上調對其今明兩年每股盈利預測1至3%。該行重申對創科「買入」投資評級,目標價由183元上調至190元,指去年業績顯示公司明顯提升了市場份額。 申洲國際(02313.HK)全日股價下滑8.5%收112.5元。摩根士丹利指,按申洲發去年盈警顯示,即其去年下半年純利按年下跌51%至66%,遠遜於該行原預期只下滑18%預測,指受累柬埔寨及越南生產受阻和人民幣升值嚴重降低利潤率,相信市場反應負面,並關注其今年毛利及產能前景。 【市寬見改善 汽車股受壓】 港股今日市寬改善,主板股票的升跌比率為21比20(上日為11比32),恆指成份股今日45隻股份上升,下跌股份19隻,升跌比率為70比30(上日為13比86);大市今日錄沽空191.75億元,佔可沽空股份成交額968.58億的19.798%(上日為19.047%)。 內地汽車股有沽壓,長汽(02333.HK)股價挫10.9%收13.9元,吉利(00175.HK)股價下滑5.8%收13.4元,而理想汽車(02015.HK)股價走低近4.1%。花旗發表報告表示,內地乘用車市場自農曆春節後零售需求明顯放緩,該行下調對內地2月乘用車銷售(按保險標準計)預測,由原來按年跌3%下修至下跌13%。 花旗預計內地內燃機車輛(ICE)乘用車銷售按年下跌介乎17%至18%,料會影響長汽及吉利估值水平。由於行業需求疲弱及潛在供應樽頸(晶片),料3月行業相關趨勢持續。
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