《即日市評》恆指反覆跌 地產股波動 聯通績後揚
阿思達克 08-09 16:59
受科網股走弱拖累下，港股今日反覆造淡。市場觀望美國明日(10日)公布的通脹數據，花旗料聯儲局很有可能在9月加息0.75厘，但如果核心通脹較預期強，加息一厘亦不會令人感到太意外；執筆之時美國十年期國債孳息率跌至2.779厘，美匯指數回落至106.02，美股道指期貨最新升48點或0.15%，納指期貨最新升0.1%。人民幣即期收升60點報6.7542兌一美元，上證綜指今日升10點或0.3%收3,247點，深證成指升0.2%，滬深兩市成交額共9,530億人民幣。
恆指今早低開6點，早段曾跌189點低見19,856點，其後在地產股帶動下一度倒升205點高見20,250點，葉劉淑儀澄清撤內地買家在港置業DSD屬新民黨意見，大市尾市回軟，全日跌42點或0.21%，收20,003點；國指跌26點或0.39%，收6,794點；恆生科技指數跌40點或0.93%，收4,295點。大市全日成交總額821.84億元，滬、深港通南下交易分別淨流入4.34億及1.57億元人民幣。科網股造淡，美團(03690.HK)股價跌2%，京東(09618.HK)股價下滑3.7%。航運股方面，東方海外(00316.HK)股價挫6%。
【科網股造淡 聯通績後揚】
中資電訊股有支持，中移動(00941.HK)及中電信(00728.HK)股價各揚0.6%及2.6%，聯通(00762.HK)漲4%收3.9元。花旗指，聯通今年上半年盈利表現優於預期，按年上升19.5%至110億元人民幣，佔該行及市場今年全年盈利預測分別66%及68%，主要由於毛利的下跌幅度較預期少。
花旗表示，聯通上半年的收入結構有改善，其中工業互聯網收入增長強勁及全面，按年上升31.8%至369億元人民幣，而傳統業務於上半年亦有穩定表現。該行維持對聯通「買入」評級，目標價4.8元，對集團的工業互聯網業務增長前景及5G機會看法正面，並認為其股息收益率超過8%，估值有吸引力。
【沽空率攀升 地產股波動】
港股今日市寬續弱，主板股票升跌比率18為19(上日為16比21)；恆指成份股今日32隻股份上升，下跌股份34隻，升跌比率為46比49(上日為42比55)。大市今日錄沽空138.65億元，佔可沽空股份成交額649.36億元的21.351%(上日為20.666%)。
本地地產股波動，新世界(00017.HK)股價曾升6.7%，全日上揚2.5%。新地(00016.HK)及長實集團(01113.HK)各升2.1%及2%，美聯集團(01200.HK)股價升4.3%。就有報道指政府考慮放寬物業印花稅，香港特區財政司司長辦公室發言人澄清，政府沒有相關討論，並明確指出沒有任何相關計劃。
據外電周二(9日)早上報道，行政會議召集人葉劉淑儀透露政府正考慮免除內地買家在港置業的雙倍印花稅。其後《商台》引述葉劉淑儀稱，新民黨收到內地來港專才的訴求，希望在未取得永久居留權前，可以與香港居民一樣，獲豁免繳付雙重印花稅(DSD)，她認為建議有助增強專才對香港的歸屬感，亦是較公平的做法。
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