《即日市評》恆指本周累升3% 中遠海控今彈高
阿思達克 04-01 17:05
受部份科網股拖累，港股今日反覆上落。市場觀望美國今晚公布非農就業職位數據，美股道指及納指昨晚各跌1.6%及1.5%，執筆之時美國十年期國債孳息率升至2.421厘，美匯指數升至98.45，美股道指期貨最新升148點或0.43%，納指期貨最新升0.43%。中國3月財新製造業PMI降至48.1(市場原預期49.9)，再度落入收縮區間，降至2020年3月以來(即首輪疫情以來)最低水平，上證綜指全日升30點或0.94%收3,282點，深證成指升0.9%，滬深兩市成交額共9,356億人民幣。
恆指今日反覆造好，今早低開303點，早段曾跌438點一度低見21,558點，其後跌幅收窄，並於收市前倒升，以全日高位22,039點收市，升42或0.19%。國指升11點或0.15%，收7,537點；恆生科技指數跌33點或0.74%，收4,524點。大市全日成交總額縮減至946億元，滬、深港通南下交易暫停。
恆指本周累升634點或3%、國指本周累升253點或3.5%、恆生科指本周累升144點或3.3%。市場關注俄鳥戰事及中美就中概股審計洽商進展等問題。
【恆指反覆升 中生製藥挫】
部份科網股造淡，阿里巴巴(09988.HK)股價走低2.1%，百度(09888.HK)股價挫4.5%，京東(09618.HK)走低2.2%。百度昨表示，獲悉美國證券交易監督委員會(SEC)近日將公司列入基於《外國公司問責法案》(HFCAA)的認定名單，而公司強調一直在積極尋求可能解決方案，將繼續確保遵守中美相關法律法規，並在條件允許的情況下保持在納斯達克市場及香港聯交所兩地掛牌。
中生製藥(01177.HK)全日股價挫近8%收4.5元。野村發表報告指，中生製藥去年收入按年上升13.6%至269億元人民幣，較該行及市場預期分別低2%及5%。該行下調中生製藥股份目標價，由9.38元降至8.53元，評級維持「買入」，並調低集團今明兩年收入預測各3%，每股盈利預測亦調低12%及2%，以反映合營盈利較低，及今年新冠疫苗的需求下降。
【市寬略改善 中遠海控彈】
港股今日市寬略改善，主板股票的升跌比率為21比19(上日15比27)，恆指成份股今日40隻股份上升，下跌股份22隻，升跌比率為61比33(上日為17比83)；大市今日錄沽空194.9億元，佔可沽空股份成交額791.15億的24.635%(上日為21.066%)。
中遠海控(01919.HK)今日股價彈高9.8%收15元。摩根大通發表報告，在中遠海控公布去年業績後與管理層進行溝通，公司料今年供需的前景正面，料全球集裝箱航運付運量按年增長5.4%，並估計相關供應鏈干擾至少會持續至今年下半年，並料今年即期運價維持高位，指合同運價將為收入提供透明度，指歐亞航線運費合同重訂已漲價200%至400%
摩通表示，中遠海控自2011年以來首次恢復派息，宣派每股現金紅利0.87元人民幣，對應2021財年派息比率16%，股息回報近8厘。該行維持對中遠海控「增持」評級及目標價30元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
