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《即日市評》恆指「三連升」 匯控及騰訊領航大市
受匯控(00005.HK)等金融股及科網股帶動下,港股今日向上。美股昨晚假期休市,聖路易斯聯儲行長布拉德認為,聯儲局今年可能會迅速加息,若經濟可以像1994年般「軟著陸」避免陷入衰退,預期之後經濟表現將會非常好;執筆之時美國十年期國債孳息率升至3.274厘,美匯指數跌至104.05,美股道指期貨最新升492點或1.65%,納指期貨最新升2%。摩通亞洲區貨幣指數跌0.01%至102.76,人民幣即期收跌135點報6.6995兌一美元,上證綜指今日跌8點或0.26%收3,306點,深證成指跌0.5%,滬深兩市成交額共1.08萬億人民幣。 恆指高開101點後升幅擴大,曾升400點一度高見21,564點,全日升395點或1.87%,收21,559點,連升三日(累升714點或3.4%);國指全日升149點或2.03%,收7,549點;恆生科技指數升102點或2.21%,收4,760點。大市全日成交總額1,193.62億元,滬、深港通南下交易分別淨流入7.79億及20.76億元人民幣。 【憧英積極加息 匯控渣打漲】 金融股向上,匯控(00005.HK)股價上揚3.7%收51.4元,渣打集團(02888.HK)股價漲5.6%收59.45元,中銀(02388.HK)走高2.6%。英倫銀行貨幣政策委員會會員Catherine Mann表示,英鎊貶值令進口成本上升加劇通脹,並指英倫銀行應該更積極地提高利率,以支撐疲弱的英鎊。 花旗發表亞太區銀行報告表示,在亞太區銀行中的喜愛排序中,首選是香港銀行,其次是韓國銀行。該行料美國聯儲局聯邦基金利率至2022年年底為3.75厘、料2023年第三季達到4.25厘;該行估計香港三個月銀行同業拆息(HIBOR)至2022年年底為1.6厘(對比今年6月19日為1.3厘)、料2023年第三季達到2.6厘。 【升股千一隻 科網股上揚】 港股今日市寬向好,主板股票的升跌比率為26比13(上日23比16),上升股份1,123隻(升幅4%),恆指成份股今日65隻股份上升,下跌股份4隻,升跌比率為94比6(上日為64比35);大市今日錄沽空203.65億元,佔可沽空股份成交額1,013.03億元的20.103%(上日為20.201%)。 科網股有支持,阿里巴巴(09988.HK)升1.3%報105.8元,阿里健康(00241.HK)股價彈高12.1%,而騰訊(00700.HK)股價上揚2.8%。調查機構Sensor Tower商店情報平台最新數據顯示,今年5月中國手遊產品在海外市場收入榜中,騰訊旗下《PUBG MOBILE:絕地求生》排首位,而騰訊《王者榮耀》重回出海手遊收入榜第二十六名,《王者榮耀》刷新海外上市以來的單日流水和月收入紀錄,本期海外吸金超過1,300萬美元,按月增長35%。(wl/u) ~
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