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《即日市評》內地縮入境檢疫至「7+3 」 航空、旅遊及餐飲股舞高
受金融及濠賭股帶動下,恆指今日反覆向上。美股道指及納指昨各跌0.2%及0.7%,花旗將今年標普500指數目標下調至4,200點,新修訂的預測是根據經濟「軟著陸」及衰退的基礎來制定;執筆之時美國十年期國債孳息率升至3.216厘,美匯指數處103.85,美股道指期貨最新升154點或0.49%,納指期貨最新升0.45%。內地放寬入境隔離措施,將14天集中隔離調整至7日,人民幣即期收升2點報6.6876兌一美元,上證綜指今日升30點或0.89%收3,409點,深證成指升1.2%,滬深兩市成交額共近1.22萬億人民幣。 港股今日先跌後升。恆指低開84點,早段曾跌277點一度低見21,952點,午後最多升219點高見22,449點,全日升189點或0.85%,收22,418點,連升四個交易日(累升1,410點或6.7%);國指全日升76點或0.98%,報7,893點;恆生科技指數升31點或0.61%,收5,103點。大市全日成交總額1,759.28億元,滬、深港通南下交易分別淨流入18.26億及23.57億元人民幣。 【入境隔離縮短 航空餐遊股強】 內地放寬入境隔離措施,將14天集中隔離調整至7日,航空股、旅遊及餐飲股抽上,國航(00753.HK)、南航(01055.HK)及東航(00670.HK)股價各抽升10%、5.3%及6%,國泰航空(00293.HK)揚6.4%,首都機場(00694.HK)漲8.1%。攜程(09961.HK)股價彈高16.5%,海底撈(06862.HK)抽升7.4%。濠賭股亦走強,金沙中國(01928.HK)彈11.7%。 國家衛健委公布,國務院應對新冠肺炎疫情聯防聯控機制綜合組組織修訂形成《新型冠狀病毒肺炎防控方案(第九版)》,主要修訂內容包括將密切接觸者、入境人員隔離管控時間,從「14天集中隔離醫學觀察+7天居家健康監測」,調整為「7天集中隔離醫學觀察+3天居家健康監測」。 【上升股一千隻 騰訊逆市造淡】 港股今日市寬續向好,主板股票的升跌比率為25比16(上日29比13),上升股份1,074隻(升幅3%),恆指成份股今日58隻股份上升,下跌股份7隻,升跌比率為84比10(上日為90比10);大市今日錄沽空276.97億元,佔可沽空股份成交額1,551.07億元的17.857%(上日為19.395%)。 騰訊(00700.HK)股價逆市跌3.3%收365.8元。騰訊主要股東Naspers及其旗下Prosus宣布,計劃進行回購,並擬通過出售其持有的騰訊股份來為回購計劃提供資金,預期每日有序減持一少部分騰訊股票。野村發表報告指,任何大股東減持消息都通常會抑制市場情緒,就騰訊而言,Prosus於2021年曾承諾未來三年內不會再減持騰訊,加上現時未有明確透露實際擬出售股份數量,因此認為此輪減持較普通內部人士拋售股份來得更加負面。受消息影響,野村預計騰訊股價近期將受壓。
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