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《即日市評》港股再升成交降 資源股彈高
港股今日反覆上落。美國公佈3月通脹年率升至8.5%屢創逾40年高略超預期,惟核心通脹升幅略低預期,市場關注美聯儲取態,美股道指及納指昨晚均跌0.3%,執筆之時美國十年期國債孳息率跌至2.761釐,美匯指數升至100.35,道指期貨最新升204點或0.6%,納指期貨最新升0.9%。中國公佈3月出口按美元計按年增14.7%(勝市場原預期升12.8%),但中國3月美元計進口按年跌0.1%(市場原預期升8.4%),上證綜指全日跌26點或0.82%收3,186點,深證成指跌1.6%,滬深兩市成交額共8,734億人民幣。 恆指低開126點,最多跌178點低見21,141點,其後倒升212點高見21,531點,全日升55點或0.26%,收21,374點;國指升50點或0.69%,收7,314點;恆生科技指數升19點或0.45%,收4,268點。大市全日成交總額降至1,002.09億元,滬、深港通南下交易分別淨流入18.15億及18.21億元人民幣。 【恆指反覆升 資源股彈高】 中石油(00857.HK)及中海油(00883.HK)股價各升2%及3.6%。匯豐環球研究近日發表報告表示,中海油A股發行計劃正按計劃推進,估值亦符合預期,並認爲中海油A股上市(作價相當1倍賬面值)可提升市場對其H股的估值預測水平,完成A股上市後,董事會潛在宣派連同其上市20週年特別股息,再加上股份回購,相信公司可持續改善股東回報。 其他資源股亦有追捧,江銅(00358.HK)及中鋁(02600.HK)各升6.8%及5.7%,洛鉬(03993.HK)彈高7.7%。摩根士丹利預計,鋼鐵和鋁等材料的庫存在短期內會增加,隨後出口將增加,隨着被壓抑的需求和潛在的更多刺激措施,今年下半年需求前景應會有所改善。該行調整資源股目標價,看好估值吸引行業龍頭。 【沽空率攀升 騰訊股價揚】 港股今日市寬變動不大,主板股票的升跌比率爲20比19(上日21比19),恆指成份股今日36只股份上升,下跌股份28只,升跌比率爲55比42(上日爲41比54);大市今日錄沽空208.04億元,佔可沽空股份成交額844.44億的24.636%(上日爲22.773%)。 科技股方面,騰訊(00700.HK)升近2%報373.6元,網易(09999.HK)漲0.5%。法巴發表研究報告指,經過八個月暫緩後,內地當局終於恢復遊戲版號審批,消息有助緩解遊戲行業的陰霾,認爲當局有意維持國內遊戲行業健康發展。該行列騰訊及網易爲首選,相信市場對近期的監管風險反應過度,忽視了兩家公司長期收入機會和利潤率上升空間。法巴看好騰訊於遊戲相關廣告領域的潛在發展。(wl/u) ~
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