《即日市評》恆生科指漲5% 科網及內房股舞高
內地修訂中概股企業財務審計規定,緩減市場對在美退市憂慮,港股今日向上。美國上週五(1日)公佈月非農職位增43.1萬個遜市場預期(原料49萬個),不過失業率從3.8%降至3.6%的兩年新低,美股道指及納指上週五各升0.4%及0.3%;執筆之時美國十年期國債孳息率跌至2.394釐,美匯指數處於98.65,美股道指期貨最新跌60點或0.17%,納指期貨最新微升0.03%。內地A股今日休市,將於本週三(6日)復市。
恆指今早高開187點,早段升幅曾收窄至84點,其後升幅擴大,午後高見22,523點,最終全日升462點或2.1%,收22,502點;國指升233點或3.1%,收7,770點;恆生科技指數升245點或5.43%,報4,769點。大市全日成交總額1,028.08億元,滬、深港通南下交易因內地假期暫停。而港股明日因清明節假期休市。
【修審計規定 科網股向上】
科網股向上,騰訊(00700.HK)升近3%報390元,美團(03690.HK)升7.4%報167元,阿裏巴巴(09988.HK)升3.6%,百度(09888.HK)股價彈高7.8%。就中國監管部門公佈,修訂《關於加強在境外發行證券與上市相關保密和檔案管理工作的規定》,包括修改有關境外檢查規定及明確會計檔案管理要求等。摩根士丹利發表報告表示,認爲這是中國發出的重要信號,表達就中美審計糾紛進行合作的意願,然而由於雙方尚未達成協議,該行期待來自美國進一步的確認和後續的合作細節。
大摩表示上述修訂中概股境外檢查規定,明確中國審計立場的重要一步。該行維持中美就中概股審計最終可達成協議機會較高的看法,今次中方修訂後的規定進一步體現了中方的積極舉措。
【升股千二隻 內房股受捧】
港股今日市寬向好,主板股票的升跌比率爲28比12(上日21比19),上升股份1,222只(升幅3.7%),恆指成份股今日47只股份上升,下跌股份16只,升跌比率爲71比24(上日爲61比33);大市今日錄沽空190.98億元,佔可沽空股份成交額870.16億的21.948%(上日爲24.635%)。
內房股彈高,中國金茂(00817.HK)及龍光(03380.HK)各升20.3%及20.4%,中國海外(00688.HK)股價搶升7.6%。野村發表報告表示,隨着在福州(福建省)、衢州(浙江省)、秦皇島(河北省)自3月30日以來相繼放寬內房政策,政策放鬆措施符合該行的預期,確認內地地方政府努力應對實體房地產市場。
監於新冠疫情發展,內地部份城市進行嚴格社交距離措施規定,該行仍預計市場對內房股的投資情緒可恢復,因爲市場進一步放寬政策的預期增強,並指2021財年業績疲弱因素已反映在股價之上。(wl/u)
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