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《即日市評》恆指倒跌 成交不足千億 碧服挫半成
市場關注美國加息步伐及人民幣走弱,港股今日反覆回落。美聯儲局會議紀錄顯示大多數委員支持6、7月加息0.5釐,但委員認爲需要迅速加息兼且加息幅度可能超出市場預期,美股道指及納指昨晚各升0.6%及1.5%;執筆之時美國十年期國債孳息率跌至2.712釐,美匯指數跌至102.11,美股道指期貨最新跌9點或0.03%,納指期貨最新跌0.44%。摩通亞洲區貨幣指數跌0.2%至103.2,美元兌日圓跌至126.66,人民幣即期收跌644點報6.7381兌一美元。國務院總理李克強召開全國穩住經濟大盤電視電話會議上表示穩經濟政策細則均需於月底前出臺,上證綜指今日升15點或0.5%收3,123點,深證成指升0.57%,滬深兩市成交額共8,229億人民幣。 恆指高開100點後掉頭下跌,早段曾跌280點一度低見19,890點,其後跌幅反覆收窄,全日跌55點或0.27%,收20,116點;國指跌21點或0.31%,收6,877點;恆生科技指數跌9點或0.25%,收4,033點。大市全日成交總額955.06億元,滬、深港通南下交易分別淨流入19.06億及21.31億元人民幣。阿裏巴巴(09988.HK)今日將公佈業績,全日股價下滑1.5%收81.1元。 【阿裏巴巴軟 碧服挫半成】 阿裏健康(00241.HK)全年度業績盈轉虧及推出股份獎勵計劃,股價高開3.7%後,全日倒跌2.6%報3.7元。高盛發表報告指,阿裏健康2022財年下半年收入較該行及市場預期分別高6%及3%,至於毛利及經調整虧損則符合該行預期。該行維持對阿裏健康「中性」評級及目標價7元。 碧桂園服務(06098.HK)全日股價下挫5.7%收27.5元,成跌幅最大的藍籌股,而碧桂園(02007.HK)股價走低2.7%。據《中房網》報道,碧桂園服務執行董事、總裁李長江表示公司前兩年通過收購、股權合作去實現了規模的增長,他指有了規模,能不能注重質素,把它變成效果,而不是爲規模而規模,這樣的企業纔有希望、纔有機會,而他指公司規模佈局可以叫基本完成。。 【沽空率上升 石藥績後弱】 港股今日市寬轉弱,主板股票的升跌比率爲18比21(上日20比17),恆指成份股今日31只股份上升,下跌股份33只,升跌比率爲47比50(上日爲64比29);大市今日錄沽空163.65億元,佔可沽空股份成交額786.45億的20.808%(上日爲18.969%)。 石藥(01093.HK)全日股價下滑5.1%收7.44元。野村發表評級報告表示,石藥年首季收入按年增17%至79億元人民幣。由於金融資產的公允價值變動,公司首季其他虧損錄得1.49億人民幣,較去年同期其他收益錄得9,800萬人民幣利潤,因此,首季純利14億人民幣按年跌4%。該行表示,將石藥目標價由12.32港元下調至11.64港元,以反映人民幣匯率走弱,重申其評級爲「買入」。(wl/a) ~
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