《即日市評》恆指升逾3% 阿里增回購股價受捧
受阿里巴巴(09988.HK)等科網及金融股帶動下,恆指重上21,800點水平。美聯儲局主席鮑威爾表示如果有需要聯儲局準備在下次會議上將加息半厘,美股道指及納指昨晚各跌0.6%及0.4%;執筆之時美國十年期國債孳息率升至2.348厘,美匯指數升至98.68,美股道指期貨最新升131點或0.38%,納指期貨最新升0.4%。國務院總理李克強昨(21日)主持召開常務會議,會議聽取了國務院金融委匯報,指要保持資本市場平穩健康發展,上證綜指全日升6點或0.2%收3,259點,深證成指跌0.5%,滬深兩市成交額共9,628億人民幣。
恆指高開97點後升幅擴大,曾升684點見21,906點,全日升667點或3.15%,收21,889點;國指升294點或4.06%,收7,538點;恆生科技指數升237點或5.37%,收4,653點。大市全日成交總額1,403.16億元,滬、深港通南下交易分別淨流入15.02億及12億元人民幣。
【阿里彈一成 科網股舞高】
阿里巴巴全日股價抽上11.2%收110.2元。阿里巴巴公布,董事會已授權將股份回購計劃總額從150億美元上調至250億美元,股份回購計劃有效期為兩年至2024年3月止。截至上周五(18日),根據早前公布的股份回購計劃,公司共回購5,620萬股美國存託股,總額約92億美元。
騰訊(00700.HK)及美團(03690.HK)今日股價各上揚4.2%及6.3%。摩根士丹利發表報告表示,在審視了中國國務院金融穩定發展委員會上周三(15日)召開專題會議後,相信是當局對內地互聯網行業監管作出重整的一個拐點,在反映短期宏觀經濟及新冠疫情的挑戰後,料內地互聯網行業盈利預測下行的周期或潛在可能完結。該行料國務院金融穩定發展委員會召開專題會議後,料當局會稍為降低對互聯網巨頭如騰訊、阿里、美團的監管審查,及對內地新網絡遊戲更快恢復審批。
【升股千二隻 煤氣逆市挫】
港股今日市寬轉強,主板股票的升跌比率為30比12(上日為20比22),上升股份1,274隻(升幅3.4%),恆指成份股今日57隻股份上升,下跌股份9隻,升跌比率為86比14(上日為36比64);大市今日錄沽空251.93億元,佔可沽空股份成交額1,192.33億的21.129%(上日為20.046%)。
煤氣(00003.HK)股價逆市下挫14.1%收9.98元。花旗發表報告表示,重申煤氣「沽售」投資評級,將目標價由12元降至10.8元。該行指煤氣去年業績遜預期,包括中國內地及香港業務盈利倒退,並指公司自2008年以來首次不派送紅股。該行料煤氣2022年至2024年將不會派送紅股。(wl/a)
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