《即日市評》美聯儲稱致力控通脹 恆指回升 阿裏及車股強
受阿裏巴巴(09988.HK)及騰訊(00700.HK)帶動下,港股今日回升。美聯儲局主席鮑威爾指會致力將通脹降至2%的目標,具體加息速度取決於經濟前景,並拒絕排除加息一釐的可能性,美股道指及納指昨均跌0.2%;執筆之時美國十年期國債孳息率跌至3.103釐,美匯指數跌至104.67,美股道指期貨最新跌104點或0.34%,納指期貨最新升0.2%。摩通亞洲區貨幣指數跌0.15%至102.41,人民幣即期收升91點報6.7080兌一美元。國家主席習近平指加大宏觀政策調節力度,採更有效舉措保全年經濟發展目標,上證綜指今日升52點或1.6%收3,320點,深證成指升2.2%,滬深兩市成交額共近1.08萬億人民幣。
恆指高開149點,早段升幅曾收窄至2點,午後升幅曾擴大至435點一度高見21,443點,全日升265點或1.26%,收21,273點;國指升128點或1.75%,收7,463點;恆生科技指數升103點或2.28%,收4,655點。大市全日成交總額1,205.61元,滬、深港通南下交易分別淨流入9.28億及25.13億元人民幣。市場憧憬螞蟻或最快本月提交設立金融控股公司申請,阿裏巴巴(09988.HK)股價升6.4%報108元;而新東方在線(01797.HK)股價下滑6.2%。
【阿裏巴巴強 車股受追捧】
汽車股向上,理想汽車(02015.HK)及小鵬汽車(09868.HK)股價各走高9.4%及9.8%,吉利(00175.HK)升7.4%,長汽(02333.HK)及廣汽(02238.HK)各升6%及6.2%,蔚來(09866.HK)股價漲近5%。
就國務院召開常務會議,指要活躍二手車市場,促進汽車更新消費,對小型非營運二手車,8月1日起全面取消符合國五排放標準車的遷入限制,並支持新能源汽車消費,指考慮當前實際研究免徵新能源汽車購置稅政策年底到期後延期問題等。大和發表報告表示,內地電動汽車購置稅豁免將於今年結束,市場預期中央可能會通過一些調整延長政策。該行認爲中國政府將繼續通過延長新能源汽車購置稅豁免來支持行業。
【升股千一隻 濠賭股靠穩】
港股今日市寬向好,主板股票的升跌比率爲26比14(上日12比29),上升股份1,108只(升幅3.2%),恆指成份股今日52只股份上升,下跌股份15只,升跌比率爲75比22(上日爲4比96);大市今日錄沽空180.21億元,佔可沽空股份成交額1,010.15億元的17.84%(上日爲18.158%)。
濠賭股靠穩,金沙中國(01928.HK)股價升近0.6%,銀娛(00027.HK)股價漲0.7%。澳門特區行政長官批示,爲防止新型冠狀病毒肺炎在澳門傳播,自6月23日下午5時起,關閉所有的電影院、劇院、室內遊樂場、遊戲機及電子遊戲室、網吧、桌球室、保齡球場、蒸氣浴室、按摩院、美容院、健身院、健康俱樂部、「卡拉OK」場所、酒吧、夜總會、的士高、舞廳、歌舞廳、理髮店及向公衆開放的泳池;停止所有的餐廳、飲料場所及飲食場所向公衆提供在有關場地內進食及飲用飲品的服務。
賀一誠於記者會上表示,澳門於2020年2月曾因新冠疫情宣佈將包括賭場停業15天,指當時停業決定是由於缺乏核酸檢測施配套措施,所以當時纔會決定將所有賭場停業,但當局其後與博企有共識,那一間賭場發生新冠確診便暫停該賭場,他指不會「一刀切」將所有賭場停業,會視乎每宗個別確診情況而定。而他指本輪疫情下,當局已有核酸檢測配套措施。
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