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《即日市評》港股再跌 恆生科指挫5% 美團業績優預期
市場關注中美監管機構就中概股審計協議的進展,科網股受壓,恆指今日持續回落。油價下跌,美股道指及納指昨晚各升1%及1.9%,而明尼亞波利斯聯儲總裁卡什卡利表示擔憂美聯儲過度加息;執筆之時美國十年期國債孳息率處2.348厘,美匯指數跌至98.64,美股道指期貨最新跌10點或0.03%,納指期貨最新跌0.2%。今早人民幣中間價下調99點報6.3739兌一美元,上證綜指全日跌38點或1.2%收3,212點,深證成指跌1.9%,滬深兩市成交額共9,183億人民幣。 恆指今早低開210點,早段跌幅曾收窄至1點見21,944點,其後跌幅再度擴大,最終全日跌541或2.47%,收21,404點;國指跌244點或3.24%,收7,283點;恆生科技指數跌229點或4.98%,收4,379點。大市全日成交總額1,475.69億元,滬、深港通南下交易分別淨流出5.17億及7.58億元人民幣。 恆指本周累跌7點或0.03%、國指本周累跌82點或1.1%、恆生科指本周累跌105點或2.4%。市場關注中美關係發展,國家主席習近平上周五晚與美國總統拜登視像通像通話,指衝突對抗不符合任何人的利益;此外,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。 【科網股受壓 美團今放榜】 科網股受壓,騰訊(00700.HK)股價下滑2.6%,阿里巴巴(09988.HK)股價挫5.6%,而美團(03690.HK)全日股價急滑近8.2%收135元。 美團收市後公布業績,2021年全年收入按年增長56%至1,791.28億元人民幣,符合本網綜合23間券商預測的介乎1,775.58億至1,843.63億人民幣的預期,非國際財務報告準則(Non-IFRS)經調整虧損為155.7億人民幣,勝預期,券商料美團2021年經調整虧損淨額中位數為176.05億人民幣。年內虧損為235.4億人民幣,2020年純利則為47.08億人民幣。每股虧損為3.9元人民幣。 【沽空率攀升 京東物流跌】 港股今日市寬轉弱,主板股票的升跌比率為11比31(上日20比21),下跌股份1,314隻(跌幅3.6%),恆指成份股今日20隻股份上升,下跌股份44隻,升跌比率為30比67(上日為54比44);大市今日錄沽空284.75億元,佔可沽空股份成交額1,271.37億的22.397%(上日為19.084%)。 京東物流(02618.HK)折讓近10%配股淨籌逾31億元,公司亦向京東(09618.HK)配股淨籌逾6.9億美元,京東物流全日股價跌13.7%報19.84元,京東股價跌5.3%報228.8元。高盛發表報告指,若京東物流完成以上兩項事項,將帶來11億美元的新資金,相當於京東物流最新市值約180億美元的6%,相信可為其建立物流網絡及解決方案提供資金。
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