《即日市評》美議息前夕 恆生科指跌逾3% 匯控逆市漲
恆指連升五個交易日(累升1,232點或6.2%)後,今日受科網股拖累向下。美聯儲局將於本港時間週四凌晨公佈議息結果,摩根士丹利估計美聯儲局5月將加息50個基點,並會宣佈自6月起開始縮減資產負債表,美股道指及納指昨晚均升0.2%,執筆之時美國十年期國債孳息率跌至2.971釐,美匯指數跌至103.4,美股道指期貨最新升68點或0.2%,納指期貨最新升0.2%,內地A股今日(4日)因五一勞動假期休市。
恆指低開76點後跌幅擴大,曾跌329點一度低見20,772點,全日跌232點或1.1%,收20,869點;國指跌129點或1.78%,收7,137點;恆生科技指數跌145點或3.29%,收4,264點。市場觀望美議息結果,港股全日成交總額僅724.48億元,按日跌32%,滬、深港通南下交易因內地五一長假期暫停,明日(5日)恢復。京東健康(06618.HK)全日股價挫近13%,遭大股東劉強東減持共套近4.4億元。
【港股成交降 科網股受壓】
科網股造淡,騰訊(00700.HK)股價下滑3.1%收368.4元,阿裏巴巴(09988.HK)走低3.7%收96.55元,美團(03690.HK)全日股價走低4.6%收164.5元。據聯交所資料顯示,美團非執行董事、紅杉資本中國基金創始及執行合夥人沈南鵬上週兩度分別於場外及場內減持美團股份,合共套現近62.3億元,持股比例由3.98%降至3.19%。
但大摩近日發表報告表示,重申對美團「增持」評級,按現金流折現率作估值,目標價由220元上調至240元,相當於明年預測市銷率4.1倍。該行指,基於內地近期疫情防控及宏觀經濟的影響,下調美團2022年總體收入預測2%,維持2023年及2024年預測不變,指美團屬該行中國互聯網行業的首選股,料外賣業務受到監管及競爭的影響較少,相信到店業務可持續改善、新業務亦可提供更大的潛力。
【跌股一千隻 匯控逆市漲】
港股今日市寬續弱,主板股票的升跌比率爲14比24(上日19比21),下跌股份1,036只(跌幅2.6%),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48比41);大市今日錄沽空150.53億元,佔可沽空股份成交額570.86億的26.369%(上日爲25.5%)。
匯控(00005.HK)今日股價走高1.9%收50.75元。匯控公佈,有關展開金額最多爲10億美元的回購計劃,集團與Merrill Lynch已訂立多項不可撤回之非全權委託回購協議,讓Merrill Lynch可於今日(5月4日)至不遲於8月31日期間購買總值最多爲10億美元之普通股,並同時向匯豐出售有關股份。是項回購最多可購買20.21億股普通股。所回購之普通股將被註銷。(wl/u)
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