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《即日市評》人幣及亞洲貨幣揚 港股節節上升 車股受捧
受金融及科網股帶動下,港股今日持節節上升。中國經濟數據遜預期,美股道指及納指昨晚各升0.1%及1.2%;執筆之時美國十年期國債孳息率處2.916釐,美匯指數跌至103.7,美股道指期貨最新升353點或1.1%,納指期貨最新升2.2%。摩通亞洲區貨幣指數升0.39%至102.96,人民幣即期收升495點報6.7472兌一美元,上證綜指今日升19點或0.65%收3,093點,深證成指升1.2%,滬深兩市成交額共7,900億人民幣。 恆指高開243點後升幅擴大,曾升676點一度高見20,626點,全日升652點或3.27%,收20,602點;國指升250點或3.67%,收7,076點;恆生科技指數升233點或5.78%,收4,272點。大市全日成交總額1,241.37億元,滬、深港通南下交易分別淨流入13.92億及40.24億元人民幣。 手機設備股受捧,舜宇(02382.HK)彈升13.1%,比亞迪電子(00285.HK)及信利(00732.HK)股價均升近9.1%, 【舜宇彈逾一成 阿裏美團受捧】 科技股造好,騰訊(00700.HK)升5.3%報368.4元。阿裏巴巴(09988.HK)升7%報90.55元,美團(03690.HK)升6.2%報173.7元。中金髮表報告表示,阿裏巴巴公佈今年「618」助力商家舉措共計25條,覆蓋包括金融補貼、物流疏通、流量補貼、疫情特別舉措及技術升級五大方面。該行指作爲平臺的阿裏巴巴積極採取行動,雖然可能短期影響平臺的利益,但卻有利於商家的恢復和消費者信心的建立,指平臺果斷應對宏觀壓力。 消費端方面,該行指阿裏將優惠力度加大,促銷節奏延續去年。今年天貓618的「跨店滿減」從去年的滿200元減30元人民幣,將提升至滿300元減50元人民幣,優惠力度加大,該行認爲消費券對消費刺激作用明顯,阿裏此舉相當於爲平臺用戶發放了消費券。 【上升股千二隻 汽車股有支持】 港股今日市寬向好,主板股票的升跌比率爲29比12(上日21比18),上升股份1,229只(升幅3.4%),恆指成份股今日58只股份上升,下跌股份5只,升跌比率爲88比7(上日爲65比33);大市今日錄沽211.23億元,佔可沽空股份成交額1,068.2億的19.774%(上日爲22.586%)。 汽車股抽高,長汽(02333.HK)及蔚來(09866.HK)各升11.7%及10.7%,吉利(00175.HK)及理想(02015.HK)各升8.8%及9.5%,小鵬(09868.HK)及比亞迪(01211.HK)各升6.7%及6.9%。中金髮表報告指,內地5月汽車業復產如期推進,多地出臺促汽車消費政策,有望推動汽車產銷加速恢復,同時提振市場情緒,板塊估值較低,看好底部反彈趨勢。該行亦指,多地出臺促汽車消費政策,穩汽車需求預期增強,隨着復工復產、產銷恢復乃至刺激政策落地,估值仍具向上彈性。(wl/a) ~
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