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《即日市評》恆指偏軟 商湯沽壓未止 生科股彈
港股今日反覆偏軟。市場繼續關注美國經濟衰退風險,美股道指及納指上周五(1日)各升1%及0.9%,美國前財長薩默斯指今年衰退風險顯著增加,但通脹壓力將降;執筆之時美國十年期國債孳息率處2.894厘,美匯指數跌至105.06,美股道指期貨最新跌197點或0.63%,納指期貨最新跌0.7%。人民幣即期收升41點報6.6965兌一美元,上證綜指今日升17點或0.53%收3,405點,深證成指升1.3%,滬深兩市成交額共1.13萬億人民幣。 恆指低開169點,早段最多跌401點一度低見21,458點,午後曾倒升26點高見21,886點,全日跌29點或0.13%,收21,830點,連跌三日(累跌588點或2.6%);國指全日跌19點或0.25%,收7,647點;恆生科技指數升13點或0.28%,收4,884點。大市全日成交總額1,314.45億元,滬、深港通南下交易分別淨流入17.63億及12.87億元人民幣。商湯(00020.HK)全日股價續下挫18.9%。 【商湯續下挫 美團有支持】 科網股走個別,騰訊(00700.HK)全日跌2.1%,阿里巴巴(09988.HK)及美團(03690.HK)股價各升1.2%及3.6%。摩根士丹利發表報告認為,京東-SW(09618.HK)進軍外賣業務對美團的威脅有限,因為美團在本地服務方面具有強大的競爭優勢。該行繼續看好美團作為內地重新開放社交距離的受惠股,指其正在推進成本優化措施,長期投資前景穩固。 大摩重申美團為其中國互聯網首選股不變,重申對其「增持」投資評級及目標價240元,由於重新開放成短期催化劑,以及被低估的到店和創新業務的長期潛力,該行繼續看好美團的長期前景。 【跌股千一隻 醫藥股搶高】 港股今日市寬轉弱,主板股票升跌比率為15比26(上日為18比23),下跌股份1,115隻(跌幅2.8%);恆指成份股今日30隻股份上升,下跌股份39隻,升跌比率為43比56(上日為46比49)。大市今日錄沽空196.17億元,佔可沽空股份成交額1,141.8億元的17.18%(上日為16.047%)。 醫藥股受捧,中生製藥(01177.HK)全日股價揚6%,藥明康德(02359.HK)股價揚7.1%,藥明生物(02269.HK)走高8%。野村指醫藥公司的基本面並非似股價表現一樣弱,去年度大多數中國醫療保健公司業績都令人滿意,製藥行業也在快速擴張,研發及新藥申請增加,認為行業估值具吸引力。 野村指,行業目前缺乏令人信服的重大催化劑,短期內預期不會迎來估值重估,於整個醫藥行業中較看好製藥及合同研究機構(CRO),首選仍為中生製藥,CRO方面則看好藥明康德,生物技術領域看好百濟神州(06160.HK)(BGNE.US),全部給予「買入」評級。(wl/u) ~
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