《即日市評》期結日恆指向上 渣打績優股價彈一成
阿思達克 04-28 16:56
受金融及科網股帶動下，恆指今日持續向上。微軟及Visa收入預測強勁股價上升，美股道指昨升0.2%，但但納指微跌0.01%，而追蹤中概股的納斯達克金龍中國指數昨晚升4.9%；執筆之時美國十年期國債孳息率升至2.826釐，美匯指數升至103.3，美股道指期貨最新升346點或1%，納指期貨最新升2.3%，日本央行維持寬鬆貨幣政策，下午日圓兌美元失守130關，摩通亞洲區貨幣指數跌0.52%至104.02。今早人民幣中間價降30點報6.5628兌一美元逾一年低，在岸人幣跌穿6.6關，上證綜指今日反覆升17點或0.58%收2,975點，深證成指跌0.2%，滬深兩市成交額共8,405億人民幣。
恆指高開172點，其後升幅曾擴大至340點一度高見20,286點，全日升329點或1.65%，收20,276點；國指升132點或1.95%，收6,918點；恆生科技指數升85點或2.15%，收4,066點。大市全日成交總額降至1,057.54億元。滬、深港通南下交易因五一假期暫停，將於5月5日重開。
【科網股造好 招行有支持】
追蹤中概股的納斯達克金龍中國指數昨晚升4.9%，本港上市科網股造捧，阿裏巴巴(09988.HK)揚4.4%，京東(09618.HK)股價揚4.5%，嗶哩嗶哩(09626.HK)股價抽高6.2%。
招行(03968.HK)今日股價回升5.7%收46.95元，法巴近日發表報告表示，招商銀行今年首季業績反映了市場波動和內地對疫情管控所帶來的影響，但認爲招行的基本面仍然強勁。該行表示，重申對招行「買入」投資評級，將對其每股公平價值(Fair Value)預測由72元降至70元，以反映2022年手續費收入增長預測較低，料公司收入和股東淨利潤按年增速將分別放緩至8.5%和12.5%。
【升股千一隻 渣打績後彈】
港股今日市寬向好，主板股票的升跌比率爲27比14(上日22比18)，上升股份1,148只(升幅3.2%)，恆指成份股今日57只股份上升，下跌股份8只，升跌比率爲86比12(上日爲33比61)；大市今日錄沽空238.35億元，佔可沽空股份成交額878.14億的27.143%(上日爲19.778%)。
渣打集團(02888.HK)全日股價彈高10.4%收52.9元。該行中午公佈首季法定除稅前溢利14.92億美元，按年增加6%，遠高於市場預期降至10億美元，按固定匯率基準計，則增長7%；基本除稅前溢利15億美元，按年增加4%，按固定匯率基準計，增長5%；法定母公司股東應佔溢利11.76億美元，按年增加8%。每股基本盈利34.8美仙。公司指正邁向至2024年有形股本回報率10%目標，甚至更早完成。
渣打今年首季基本除稅前溢利15億美元，遠優於美銀證券原預期9.97億美元高出50.5%，渣打截至3月底止普通股權一級資本比率爲13.9%，亦高於美銀證券原預測13.1%。而渣打管理層於2月中曾表示倘若盈利續回升及普通股權一級資本比率保持在13%至14%區間，則可加大力度回饋股東。(wl/a)
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