《即日市評》港股回落 成交增至一千億 內房股捱沽
受友邦(01299.HK)、中資金融及內房股拖累下,港股今日向下。市場關注歐央行今晚議息結果及指引,美股道指及納指昨各升0.2%及1.6%;執筆之時美國十年期國債孳息率升至3.057厘,美匯指數升至107.19,美股道指期貨最新跌111點或0.36%,納指期貨最新跌0.37%,而意大利總理德拉吉再度請辭。摩通亞洲區貨幣指數跌至101.41,總理李克強近日指不會為了過高增長目標而出台超大規模刺激措施,人民幣即期收跌104點報6.7634兌一美元,上證綜指今日跌32點或0.99%收3,272點,深證成指跌0.94%,滬深兩市成交額共1.02萬億人民幣。
恆指低開78點,其後跌幅擴大,尾市曾跌362點一度低見20,527點,全日跌315點或1.51%,收20,574點;國指跌79點或1.11%,收7,099點;恆生科技指數升5點或0.12%,收4,582點。大市全日成交總額升至1,016.39億元,滬、深港通南下交易分別淨流入10.89億及7.42億元人民幣。國家網信辦公布對滴滴處80.26億人民幣罰款,騰訊(00700.HK)全日跌近1.4%,嗶哩嗶哩(09626.HK)升0.7%。
【大市成交增 友邦股價弱】
中國平安(02318.HK)股價走低3.4%,友邦(01299.HK)全日股價下挫4.8%收79.2元,瑞信估計友邦今年上半年新業務價值為16億美元,按實際匯率計算下降14%,按固定匯率下降12%;上半年內含價值750億美元,較去年下半年增長3%;估計友邦今年上半年稅後經營利潤33億美元,按年增長4%;每股派息0.4港元,按年增長4%。
瑞信下調友邦2022年新業務價值估算,以反映中國業務的毛利率壓力和重新開放邊境時間估算的變化,將對友邦目標價從102元下調至100元,維持「跑贏大市」評級。
【跌股千一隻 內房股捱沽】
港股今日市寬轉弱,主板股票升跌比率為14比24(上日為23比15),下跌股份1,040隻(跌幅2.4%);恆指成份股今日15隻股份上升,下跌股份54隻,升跌比率為22比78(上日為75比16)。大市今日錄沽空163.88億元,佔可沽空股份成交842.66額億元的19.448%(上日為17.517%)。
內地市場研究機構克而瑞指內地爛尾樓斷供項目增至230個,追蹤中國房地產美元債ETF的PP中地美債(03001.HK)下挫4.2%,內房股受壓。旭輝(00884.HK)跌15.1%,碧桂園(02007.HK)及龍湖(00960.HK)各跌6.5%及7.2%,潤地(01109.HK)、萬科(02202.HK)及中海外(00688.HK)各跌3.3%至3.8%。物管股碧服(06098.HK)跌8.9%。
克而瑞報告表示,停貸事件對購房者產生了一定影響,短期內存在較大反應,如延後購房計劃重新觀望、不購買一手新房而購買二手期房等。典型城市新房成交大降,漯河、景德鎮降幅近4成。
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