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《即日市評》恆指回吐 失守兩萬二 阿里及車股捱沽
恆指連升四個交易日(累升1,410點或6.7%)後,今日受科網股拖累回落。美國6月消費者信心指數跌至98.7低於預期,美股道指及納指昨各跌1.6%及3%;執筆之時美國十年期國債孳息率跌至3.154厘,美匯指數升至104.53,美股道指期貨最新升24點或0.08%,納指期貨最新升0.09%。人民幣即期收跌96點報6.6972兌一美元,上證綜指今日跌47點或1.4%收3,361點,深證成指跌2.2%,滬深兩市成交額共近1.31萬億人民幣。 港股在期指結算日向下,恆指低開293點後跌幅擴大,曾跌574點一度低見21,844點,全日跌422點或1.88%,收21,996點;國指跌199點或2.52%,收7,694點;恆生科技指數跌166點或3.27%,報4,937點。大市全日成交總額1,608.27億元,滬、深港通南下交易分別淨流入27.67億及21.13億元人民幣。 【汽車股下滑 蔚來挫一成】 汽車股受壓,小鵬(09868.HK)、吉利(00175.HK)及長汽(02333.HK)各跌7.4%、8.2%及9.2%,比亞迪(01211.HK)跌4.9%。理想汽車(02015.HK)擬發行最高20億美元美國存託股份,全日股價跌8.8%。 蔚來(09866.HK)全日股價跌近11.4%收165.5元。蔚來刊發公告回應做空機構Grizzly Research LLC在一份賣空報告中的指控。蔚來指,該報告並無依據,其關於公司資訊包含許多錯誤、無根據的推測以及誤導性結論和詮釋。公司董事會,包括審計委員會,正在審查這些指控,並考慮採取適當的行動來保護所有股東的利益。 【跌股千一隻 科網股走弱】 港股今日市寬轉弱,主板股票的升跌比率為13比28(上日25比16),下跌股份1,194隻(跌幅2.7%),恆指成份股今日6隻股份上升,下跌股份62隻,升跌比率為8比90(上日為84比10);大市今日錄沽空292.83億元,佔可沽空股份成交額1,404.93億元的20.843%(上日為17.857%)。 騰訊(00700.HK)回購3億元股份,全日股價跌0.2%報365元,阿里巴巴(09988.HK)跌3%報114.5元,美團(03690.HK)跌2.3%。瑞信發表報告指,中國科技股回升後,投資者目前正專注尋找估值落後及高啤打值的股份來投資,考慮到迎來更多利好消息、純利有望見底回升,以及宏觀刺激措施帶動,較為看好阿里(BABA.US)、快手-W(01024.HK)及拼多多(PDD.US) 。 瑞信又指,投資者亦有興趣收集美團(03690.HK)及京東(JD.US),但兩者在很大程度上取決於估值。對於騰訊,該行認為現時市場情緒相對疲軟。
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