《即日市評》恆指止連跌 新能源汽車及光伏股受捧
阿聯酋指油組或支持增產,布蘭特5月期油昨晚跌13.2%收111.14美元,恆指連跌四日(累跌1,839點或8.2%)後今日回升。美股道指及納指昨晚各升2%及3.6%,執筆之時美國十年期國債孳息率升至1.931厘,美匯指數跌至98.2,美股道指期貨最新跌200點或0.6%,納指期貨最新跌0.9%。今早人民幣中間價上調73點報6.3105兌一美元,上證綜指全日升39點或1.2%收3,296點,深證成指升2.2%,滬深兩市成交額共1.08萬億人民幣。
恆指高開478點後,升幅曾收窄至81點一度低見20,709點,最終全日升262點或1.27%,收20,890點;國指升66點或0.92%,收7,255點;恆生科技指數升42點或0.97%,收4,436點。大市全日成交總額1,462.47億元,滬、深港通南下交易分別淨流入24.72億及17.83億元人民幣。
【友邦有支持 汽車股彈高】
金融股領航大市,匯控(00005.HK)升2.7%報49.15元,渣打(02888.HK)升2.6%,友邦(01299.HK)升4.8%報74.95元。以介紹形式在本港主板上市的蔚來(09866.HK)首日在港掛牌股價收報158.9元,理想(02015.HK)及小鵬(09868.HK)各升8.6%及6.7%。
蔚來創始人、董事長兼首席執行官李斌表示,蔚來認為目前汽車產業正處於快速變革的時代,集團未來將利用技術創新,持續為用戶帶來優質產品與體驗,為投資者創造長期回報。他表示,目前蔚來在上海、合肥、北京、聖何塞、慕尼黑、牛津及奧斯陸等地設有研發、生產、銷售及服務機構,今年產品與全體系服務計劃在德國、荷蘭、瑞典及丹麥正式落地,目標至2025年將業務推展至全球超過25個國家及地區。
【升股逾千隻 光伏股搶高】
港股今日市寬改善,主板股票的升跌比率為30比12(上日為16比27),上升股份1,281隻(升幅3.1%),恆指成份股今日49隻股份上升,下跌股份15隻,升跌比率為74比23(上日為27比73);大市今日錄沽空252.4億元,佔可沽空股份成交額1,219.11億的20.704%(上日為22.372%)。
油價近期高企,光伏股今日抽上,保利協鑫(03800.HK)升10.9%,信義光能(00968.HK)揚7.4%,福萊特玻璃(06865.HK)股價升6.5%。
花旗發表報告指,本周大部分太陽能產品價格錄得按周上升,包括多晶矽價格按周上升0.4%,及單晶矽價格按周上升0.4%至2.9%等。而全球最大多晶矽生產商通威(600438.SH)公布今年首兩個月收入按年增長130%至160億元人民幣,純利更按年升650%至33億元人民幣。在中國太陽能行業中,花旗看好福萊特玻璃、信義光能及信義能源(03868.HK)等。(wl/a)
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