《即日市評》憂美經濟衰退 恆指止連升 互聯網醫療股捱沽
恆指連升三日(累升714點或3.4%)後,今日回落。美股反彈,大型增長股及能源股帶動大市,美股道指及納指昨各升2.2%及2.5%,美國里士滿聯儲行長巴爾金支持下月聯儲局加息加息半厘或0.75厘,但警告加息步伐不應過快以避免會對經濟造成衝擊;執筆之時美國十年期國債孳息率跌至3.234厘,美匯指數升至104.73,投資者憂或面臨經濟衰退風險,美股道指期貨最新跌478點或1.57%,納指期貨最新跌2%。摩通亞洲區貨幣指數跌0.36%至102.39,人民幣即期收跌176點報6.7171兌一美元,上證綜指今日跌39點或1.2%收3,267點,深證成指跌1.4%,滬深兩市成交額共9,963億人民幣。
恆指低開89點,早段跌幅曾收窄至40點見21,519點,其後跌幅擴大,並以全日低位21,008點收市,跌551點或2.56%。國指跌214點或2.84%,收7,335點;恆生科技指數跌207點或4.37%,收4,552點。大市全日成交總額1,269.4億元,滬、深港通南下交易分別淨流入13.77億及17.66億元人民幣。
【中電股價軟 科網股下滑】
科網股造淡,阿里巴巴(09988.HK)及美團(03690.HK)股價各下滑4.1%及4.8%,阿里健康(00241.HK)及京東健康(06618.HK)股價分別下挫13.9%及14.8%。據《21世紀經濟報道》報道,國家藥監局發布《中華人民共和國藥品管理法實施條例(修訂草案徵求意見稿)》,擬禁止第三方平台直接參與藥品網絡銷售活動。
快手(01024.HK)股價跌4%,新東方在線(01797.HK)股價反彈10.7%,新東方(09901.HK)股價走低3%。國家廣播電視總局、文化和旅遊部共同聯合發布《網絡主播行為規範》,該規範明確,對於需要較高專業水平(如醫療衛生、財經金融、法律、教育)的直播內容,主播應取得相應執業資質,並向直播平台進行執業資質報備,直播平台應對主播進行資質審核及備案。該規範要求,網絡表演、網絡視聽平台和經紀機構要嚴格履行法定職責義務,落實主體責任。
【市寬呈轉弱 中電股價軟】
港股今日市寬轉弱,主板股票的升跌比率為12比29(上日26比13),下跌股份1,251隻(跌幅2.5%),恆指成份股今日3隻股份上升,下跌股份66隻,升跌比率為4比96(上日為94比6);大市今日錄沽空196.89億元,佔可沽空股份成交額1,084.31億元的18.158%(上日為20.201%)。
中電控股(00002.HK)全日股價下跌2.7%收65.6元,朗屏站附近一條中電電纜橋昨晚起火,導致元朗、天水圍及屯門部份地區停電,公司指今早約八時受影響地區電力已全面恢復。舜宇(02382.HK)股價挫7.4%,花旗指內地智能手機行業需更多時間去庫存,對相關供應鏈取態審慎。
理想汽車(02015.HK)8月底前開始交付「理想L9」,股價升2.6%,吉利(00175.HK)升4.1%。花旗發表報告,提高了對中國至2025年及2030年新能源汽車滲透率預測各至60%及90%(對比2022年預測滲透率29%)並認為市場對內地新能源汽車企業的估值,將逐漸從市銷率轉向使用動態市盈率。該行升理想汽車目標價由104港元升至225.3港元,維持「買入」評級。
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