《即日市評》港股回升 網遊股領航 內需股彈高
阿思達克 04-12 16:59
受科網股帶動下，恆指今日反覆上升。美債孳息上升影響美科技股及增長股，美股道指及納指昨晚各跌1.2%及2.2%，執筆之時美國十年期國債孳息率攀升至2.819厘，美匯指數升至100.15，美股道指期貨最新跌34點或0.1%，納指期貨最新升0.07%。今早人民幣中間價下調150點報6.3795兌一美元，上證綜指全日升46點或1.5%收3,213點，深證成指升2.1%，滬深兩市成交額共9,165億人民幣。
恆指高開70點，中午曾倒跌及一度低見20,988點，午後曾倒升逾300點一度高見21,519點，最終全日升110點或0.52%，收21,319點；國指升55點或0.78%，收7,264點；恆生科技指數升58點或1.4%，收4,249點。大市全日成交總額1,283.53億元，滬、深港通分別淨流入16.03億及11.65億元人民幣。
內需股彈高，安踏(02020.HK)及李寧(02331.HK)股價全日下滑6.9%及7.9%，海底撈(06862.HK)升近9.9%。
【科網股領航 內需股彈高】
網遊股領航，騰訊(00700.HK)股價上揚3.6%收366.4元，網易(09999.HK)及金山軟件(03888.HK)股價各升4.2%及4%，嗶哩嗶哩(09626.HK)股價抽上近12.8%。高盛發表報告表示，中國國家新聞出版署正式批准國內45個網絡遊戲，結束了自2021年8月以來為期八個月的遊戲批准暫停期，而對上一次停批網絡遊戲版號是2018年(當時停批為期九個月)。該行認為今次當局的行動可能表明整個內地在線遊戲行業可能已經滿足遊戲內容保護和清理的合規要求，並認為重啟網遊許可料可重振行業對新遊戲的投資及研發。
財務影響方面，高盛預計內地遊戲收入的增量貢獻最早將在5月至6月對行業產生影響，估計在今年下半年及明年遊戲收入/息稅前利潤將逐步上升，該行復批遊戲許可將有利於遊戲廣告行業(影響騰訊、百度(09888.HK)和嗶哩嗶哩)。
【市寬呈改善 中煤受追捧】
港股今日市寬改善，主板股票的升跌比率為21比19(上日7比35)，恆指成份股今日27隻股份上升，下跌股份36隻，升跌比率為41比54(上日為12比85)；大市今日錄沽空250.37億元，佔可沽空股份成交額1,099.4億的22.773%(上日為23.38%)。
中煤能源(01898.HK)料首季利潤按年增75%至93%，全日股價彈14%報6.75元。花旗發表報告指，中煤首季業績預告表現勝預期，其中淨利潤料按年增長74.6%至93%，按中國會計準則計則增長83.8%至103.2%，主要來自於主要產品價格和銷量處於高位、成本有效控制，以及聯營合營公司利潤貢獻增加。該行重申對中煤「買入」評級，目標價8.3元，對應2021年市盈率約7倍。
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