《即日市評》恆指續跌 成交增至千八億 李寧捱沽
阿思達克 03-09 16:59
美英禁制俄羅斯石油產品，市場憂全球通脹風險升溫，港股今日先升後回。紐約4月期油昨晚升4.3美元或3.6%收報123.7美元創十三年半收市高，美股道指及納指各跌0.6%及0.3%，執筆之時美國十年期國債孳息率升至1.879釐，美匯指數跌至98.72，美股道指期貨最新升329點或1%，納指期貨最新升1.2%。內地2月CPI按年上漲0.9%符合預期，內地2月PPl按年升8.8%(高於市場預測升8.6%)，上證綜指全日跌37點或1.1%收3,256點，深證成指跌1.1%，滬深兩市成交額共1.16萬億人民幣。
恆指高開54點，早段曾升191點一度高見20,957點，其後掉頭向下，午後曾跌663點一度低見20,102點，尾市跌幅顯着收窄，全日跌138點或0.67%，連跌四日(累跌1,839點或8.2%)，收20,627點；國指全日跌48點或0.67%，收7,189點；恆生科技指數升11點或0.26%，收4,393點。大市全日成交總額增至1,852.93億元，滬、深港通南下交易分別淨流出3,820萬元及淨流入20.99億元人民幣。
【李寧股價下挫 遭挪基金剔出】
全球大型主權基金之一的挪威政府養老基金錶示已將李寧(02331.HK)剔出基金投資，李寧今日股價挫9.4%，特步(01368.HK)及安踏(02020.HK)各跌4.6%及7.4%。花旗指出，石油相關的原材料約佔運動鞋銷售成本約20%，預計大部分成本壓力將透過上調產品均價而轉嫁。該行指最近的地緣政治緊張局勢中，由於安踏的組成項目(如Amer)，或令公司的非中國市場(尤其是歐洲、中東和非洲)有潛在波動風險，亦爲Amer帶來潛在流動性壓力。花旗對安踏予「沽售」評級。
摩根大通發表亞洲區消費股報告，據近期客戶意見反映，料市場對中國體育用品行業於今年首季看法審慎樂觀，該行對行業結構性增長仍樂觀，但進入今年第二季，行業將迎來2021年同期高基數(新疆綿事件引發國潮趨勢)下，料短期表現會引起市場關注。
【沽空率續高企 網易股價走弱】
港股今日市寬續弱，主板股票的升跌比率爲16比27(上日爲9比34)，下跌股份1,163只(跌幅2.8%)，恆指成份股今日18只股份上升，下跌股份48只，升跌比率爲27比73(上日爲29比70)；大市今日錄沽空353.32億元，佔可沽空股份成交額1,579.27億的22.372%(上日爲21.869%)。
科技股走個別，騰訊(00700.HK)升0.4%報384.8元，網易(09999.HK)下滑2.5%收132.5元。全國兩會正在召開，全國政協委員、九三學社中央委員許進指出，內地遊戲防沉迷是一項社會整體工程，需要政府部門、企事業單位、社會組織、未成年人監護人等多方共同參與，形成合力共治的局面。爲此，許進在今年全國兩會上提交關於共同助力未成年人遊戲防沉迷工作的提案。提案呼籲完善法律法規，嚴禁倒賣個人信息和遊戲賬號，確保「防沉迷新規」落實到位。(wl/a)
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