《即日市評》恆指倒跌 成交降至千四億 東航尾市挫
阿思達克 03-21 17:09
受科網股回落拖累，港股今日反覆向下。國家主席習近平周五晚上與美國總統拜登視像通像通話，習近平表示國家關係不能走到兵戎相向這一步，衝突對抗不符合任何人的利益；美股道指及納指上周五各升0.8%及2.1%，執筆之時美國十年期國債孳息率升至2.191厘，美匯指數處98.25，美股道指期貨最新跌98點或0.28%，納指期貨最新跌0.47%。今早人民幣中間價下調252點報6.3677兌一美元，上證綜指全日升2點或0.08%收3,253點，深證成指升0.4%，滬深兩市成交額共1.02萬億人民幣。
港股早市高開後回落。恆指今早高開410點後升幅收窄，午後曾倒跌316點一度低見21,096點，全日跌191點或0.89%，收21,221點；國指跌121點或1.7%，收7,244點；恆生科技指數跌68點或1.53%，報4,416點。大市全日成交總額縮減37%至1,490.32億元，滬、深港通南下交易分別淨流入12.35億及11.05億元人民幣。
科網股普遍受壓，美團(03690.HK)股價下滑6.1%收143.9元，快手(01024.HK)挫6%，而騰訊(00700.HK)走低2.3%。東航(00670.HK)股價挫6.5%收2.75元，國家民航局證實東航一架波音737客機梧州墜毀及已啟動應急機制。
【大市成交縮 科網股造淡】
特首稱倘疫情無反彈將自4月21日起分3階段解除社交措施，大家樂(00341.HK)全日彈高6.4%，莎莎國際(00178.HK)股價漲2%，而國泰航空(00293.HK)全日股價升0.4%收7.76元。
匯豐環球研究表示，香港股市受到疫情等因素的重創，但長期積極因素保持不變，政府刺激經濟措施可能會緩衝週期性影響，而北京的「十四五」規劃將推動長期增長，看好受惠於通關、規模大且超賣的股票。該行表示，從經驗來看，一旦疫情得到控制，房地產市場等由本地驅動的行業應該會迅速復甦，通關應有助於商業活動的恢復，受惠股份包括友邦保險(01299.HK)、國泰航空、九龍倉置業(01997.HK)和周大福(01929.HK)。
【市寬呈轉弱 新奧能源彈】
港股今日市寬轉弱，主板股票的升跌比率為20比22(上日為25比17)，恆指成份股今日24隻股份上升，下跌股份42隻，升跌比率為36比64(上日為59比39)；大市今日錄沽空248.11億元，佔可沽空股份成交額1,237.72億的20.046%(上日為20.229%)。
新奧能源(02688.HK)去年純利升24%及今年指引優市場預期，今日股價彈高近12.5%報111.3元。中金表示，新奧能源2022財年業績指引較為積極，公司預計2022財年全年核心利潤按年增長12%-15%，該行維持其「跑贏行業」評級，目標價173元。
中金認為，新奧能源2022年指引好過市場悲觀預期，也展示了公司在上游天然氣資源價格仍具有一定不確定性之時的風險抵禦能力。(wl/a)
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