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《即日市評》恆指反覆升 內房股彈 碧桂園及龍湖走強
中國4月工業生產及消費等經濟數據遜預期,港股今日反覆上落。美國聯儲局主席鮑威爾重申未來兩次議息會議料將每次加息0.5厘,美股道指及納指上周五各升近1.5%及3.8%;執筆之時美國十年期國債孳息率升至2.923厘,美匯指數跌至104.44,美股道指期貨最新跌61點或0.19%,納指期貨最新跌0.6%。摩通亞洲區貨幣指數跌0.16%至102.37,人民幣即期收跌137點報6.7967兌一美元,中國4月規模以上工業生產按年跌2.9%(市場預期升0.5%)、4月社會消費品零售總額按年跌11.1%遠低過市場預期跌6.6%,上證綜指今日跌10點或0.3%收3,073點,深證成指跌0.6%,滬深兩市成交額共7,862億人民幣。 恆指高開232點,早段曾升274點一度高見20,173點,其後轉跌133點一度低見19,764點,午後反覆上落,全日升51點或0.26%,收19,950點;國指升19點或0.28%,收6,826點;恆生科技指數升不足1點或0.01%,收4,039點。大市全日成交總額降至930.15億元,滬、深港通南下交易分別淨流入11.55億及18.61億元人民幣。 【恆指反覆升 澳博新濠揚】 澳門修訂博彩法衛星賭場毋須設於承批公司物業,擬吸外國客可免最多5%稅率,濠賭股澳博(00880.HK)及新濠國際(00200.HK)各升4.9%及3.4%。瑞銀發表報告指,近日有報道指澳門政府提交新博彩法修訂文件,當中提到衛星賭場毋須在承批公司的物業內經營,換言之衛星賭場可設於第三方場所,但同時,新博彩法對衛星賭場的第三方管理公司瓜分博彩收入的限制則未有改變,只獲准收取管理費。 該行認為,撤銷早前提議的場所限制,將對澳博有利,指出目前澳門有18家衛星賭場,其中14家在澳博旗下營運。 【市寬呈轉弱 內房股造好】 港股今日市寬轉弱,主板股票的升跌比率為21比18(上日30比11),恆指成份股今日43隻股份上升,下跌股份22隻,升跌比率為65比33(上日為95比4);大市今日錄沽174.47億元,佔可沽空股份成交額772.45億的22.586%(上日為22.111%)。 部份內房股造好,碧桂園(02007.HK)全日股價上揚10.4%,龍湖(00960.HK)股價彈4.8%。人民銀行、中國銀行保險監督管理委員會近日公布,對於貸款購買普通自住房的居民家庭,首套住房商業性個人住房貸款利率下限調整為不低於相應期限貸款市場報價利率減20個基點,第二套住房商業性個人住房貸款利率政策下限按現行規定執行。 另據內媒報道,據深交所官網,市場首單民營房企信用保護憑證業務在深交所正式落地。該信用保護憑證由中證金融運用自有資金與中信證券聯合創設,將支持以民營房企重慶龍湖作為核心企業的供應鏈ABS發行,服務上游供應商融資。本期憑證擬創設不超過4,000萬元人民幣,支持參考債務發行規模4億人民幣。
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