《即日市評》阿里成升市火車頭 內房股彈高
阿思達克 07-26 16:58
受阿里巴巴(09988.HK)及匯控(00005.HK)等升勢所帶動，港股今日回升。市場觀望美聯儲本周議息及大型科技股公布季績，美股道指昨升0.3%但納指則跌0.4%；執筆之時美國十年期國債孳息率跌至2.781厘，美匯指數跌至106.51，美股道指期貨最新跌117點或0.37%，納指期貨最新跌0.3%，摩通亞洲區貨幣指數處101.66。人民幣即期收跌21點報6.7557兌一美元，上證綜指今日升27點或0.8%收3,277點，深證成指升近1%，滬深兩市成交額共8,341億人民幣。
恆指高開113點，早段升幅曾收窄至68點低見20,631點，其後升幅擴大，全日升342點或1.67%，收20,905點；國指升108點或1.53%，收7,185點；恆生科技指數升62點或1.37%，收4,596點。大市全日成交總額965.38億元，連續第三個交易日不足一千億水平，滬、深港通南下交易分別淨流入13.75億及8.1億元人民幣。匯控今日股價漲近2.6%收50.1元。協鑫科技(03800.HK)全日股揚7.5%收3.74元。
【申請雙重主要上市 憧未來可納港股通】
港交所(00388.HK)全日股價上揚3.5%收368.2元，阿里巴巴股價彈高4.8%收104.4元，成升市的「火車頭」，公司授權公司管理層申請在聯交所主板改變上市地位為主要上市，預期將於今年年底前生效，完成後，阿里將成為以美國存託股份於紐約證交所，以及以普通股於聯交所雙重主要上市的公司。大和發表報告表示，據了解阿里上市狀態變更期間不會發行新股，但公司將面臨香港聯交所增加監管的規定，如須披露對關聯方的財務擔保、控股股東進行股票質押等。
該行預計阿里巴巴一旦落實「雙重主要上市」，將可掃清其納入港股通計劃的障礙，進一步提升阿里巴巴股票的流動性。該行認為，雖然阿里巴巴H股的互聯互通可能在2023年落實，但料流入阿里巴巴-H股的大量資金應該會支撐其股價。大和維持阿里巴巴「買入」投資評級，料資金流入可能推動近期價格上漲，因為阿里巴巴被許多投資者「低配」。
【上升股份一千隻 內房股強碧桂園彈】
港股今日市寬改善，主板股票升跌比率為24比15(上日為15比24)，上升股份1,014隻(升幅2.5%)；恆指成份股今日53隻股份上升，下跌股份13隻，升跌比率為77比19(上日為55比41)。大市今日錄沽空183.4億元，佔可沽空股份成交額798.23億元的22.975%(上日為21.805%)。
內房股彈高，中國海外(00688.HK)股價上揚3.6%，碧桂園(02007.HK)抽上13.4%，旭輝(00884.HK)股價彈16.7%。據《財聯社》報道，中房協與浙江房協在杭州聯合主辦「房地產紓困項目與金融機構對接商洽會」，除數家房企，信達(01359.HK)、中金(03908.HK)、浙商銀行(02016.HK)等金融機構參與了此次會議，會議設置了對接專場，紓困項目企業代表與金融機構、有意兼並重組、合作發展解決項目困難的企業，將展開對接交流。(wl/u)
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