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《即日市評》鮑威爾「放鷹」恆指跌 港交所逆市彈
美國聯儲局主席鮑威爾「放鷹」指下月支持美加息半釐,以應對通脹飆升,恆指今日反覆回落。美利率期貨數據反映,交易商估計在即將召開的三次會議上加息半釐,美股道指及納指昨各跌1.1%及2.1%;執筆之時美國十年期國債孳息率攀升至2.949釐,美匯指數升至101,美股道指期貨最新跌66點或0.19%,納指期貨最新跌0.17%。摩通亞洲區貨幣指數跌0.28%至105.47,今早人民幣中間價下調498點報6.4596兌一美元創逾半年低,上證綜指今日升7點或0.23%收3,086點,深證成指跌0.29%,滬深兩市成交額共7,533億人民幣。 港匯今早曾跌見7.8450。恆指今早低開420點,早段曾跌497點一度低見20,184點,其後跌幅收窄。全日跌43點或0.21%,收20,638點;國指升10點或0.15%,收6,972點;恆生科技指數升11點或0.28%,收4,001點。大市全日成交總額1,086.48億元,滬、深港通南下交易分別淨流入17.63億及22.75億元。 恆指本週累跌879點或4.1%、國指本週累跌413點或5.6%、恆生科指本週累跌319點或7.4%。市場關注內地疫情防控、美聯儲局的加息步伐,而人行週中維持一年期及五年期貸款市場報價利率(LPR),亦未如市場預期下調。 【恆指反覆跌 騰訊股價弱】 科網股發展不一,美團(03690.HK)升2.6%報141.4元,騰訊(00700.HK)跌2.1%報340.6元。花旗發表報告,重申對騰訊「買入」投資評級,對其目標價由562元下調至522元,按綜合方式估值,此相當於2023年預測動態市盈率0.95倍。基於疫情下令內地部份城市「封城」,嚴格的防疫政策會令業務活動受到影響,該行料今年第二季廣告預算及雲業務項目被推遲,騰訊會面臨宏觀經濟的挑戰,料騰訊今年下半年可緩慢復甦。 該行下調對騰訊今年首季及第二季非國際財務報告準則純利預測各9.6%及16.1%,調低對騰訊2022年至2024年非國際財務報告準則純利預測分別13.4%、13.2%及8.4%。 【市寬見改善 港交所受捧】 港股今日市寬改善,主板股票的升跌比率爲19比19(上日9比31),恆指成份股今日29只股份上升,下跌股份36只,升跌比率爲44比55(上日爲36比59);大市今日錄沽空216.73億元,佔可沽空股份成交額900.57億的24.066%(上日爲22.737%)。 港交所(00388.HK)今日股價逆市上揚近4%收335.6元。裏昂發表報告表示,中國已經啓動發展全國碳市場(實現碳達峯、碳中和目標),並已成爲全球最大的碳市場,並指中國的碳定價格遠低於歐盟這個最成熟的碳市場。由於碳排放定價的價差問題及歐盟提議的進口價格調整,該行相信內地可利用港交所以推動開放其碳市場。 裏昂估計港交所可藉制定互聯互通計劃,允許受批準的外國投資進入中國碳市場;第二是允許南向資金參與投資與歐盟碳定價掛鉤及在本港上市的ETF。該行表示未來需要更多合作細節來量化對港交所收益影響,但對港交所獲市場重估看法正面。(wl/a) ~
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