《即日市評》港股造好 騰訊業績優預期 美團回升
受美團(03690.HK)股價反彈所支持,港股今日回升。美零售商沃爾瑪(WMT.US)及家得寶(HD.US)季績及業績展望勝預期支持,美股道指及納指昨各升0.7%及0.2%,執筆之時美國十年期國債孳息率升至2.869厘,美匯指數升至106.49,美股道指期貨最新跌81點或0.24%,納指期貨最新跌77點或0.57%。人民幣即期收升162點報6.7757兌一美元,上證綜指今日升14點或0.45%收3,292點,深證成指升1%,滬深兩市成交額共1.07萬億人民幣。
恆指高開165點,早段曾倒跌29點一度低見19,800點,其後再度上升,曾高見20,069點,全日升91點或0.46%,收19,922點;國指升27點或0.41%,收6,755點;恆生科技指數升17點或0.42%,收4,238點。大市全日成交總額841.95億元,滬、深港通南下交易分別淨流出6.18億及1.89億元人民幣。港交所(00388.HK)公布中期業績後,全日股價走低1.6%;創科(00669.HK)股價則彈高10.1%,主要客戶家得寶(HD.US)季績勝預期。
【騰訊業績優 美團呈回升】
騰訊(00700.HK)今日股價靠穩,全日微升0.07%收303.2元。騰訊公布今年上半年非國際財務報告準則公司權益持有人應佔盈利按年下跌20%至536.84億元人民幣,好過本網綜合15間券商介乎458.63億至531.68億元的預測上限。純利按年下跌53%至420.32億人民幣,符合本網綜合8間券商預測的360.01億至530.07億人民幣。每股基本盈利4.407元人民幣,按年下跌54%。公司中期收入按年下跌1%至2,695.05億914
元
美團(03690.HK)今日股價回升3.3%收170元。據《中國證券網》報道,從接近騰訊內部人士處了解到,騰訊減持美團傳聞不實,騰訊目前沒有出售美團的計劃。報道指騰訊集團公關部總經理張軍發布微信朋友圈,間接澄清了這一消息,直指「這家外媒好像不是第一次亂傳中國企業的消息」。
【市寬略改善 電力股向上】
港股今日市寬略改善,主板股票升跌比率20為18(上日為17比20);恆指成份股今日41隻股份上升,下跌股份24隻,升跌比率為59比34(上日為32比62)。大市今日錄沽空137.29億元,佔可沽空股份成交額688.3億元的19.946%(上日為19.441%)。
內地電力股續向上,龍源電力(00916.HK)股價升近7.4%,中國電力(02380.HK)及華潤電力(00836.HK)股價各揚8.2%及5.7%。摩根大通發表報告指,四川近期限電引發投資者對內地大規模限電的憂慮。該行認為,由於今次限電是因為天氣炎熱下居民用電激增所導致,預計今年限電的規模和持續時間會較溫和。目前基本假設只會持續幾周,而且將局限於部分省份,而非全國性。
行業影響方面,摩通指對火力發電營運商有利,因電價持續上升,政府加大對火力發電的支持力度,亦利好智能電網營運商,因對數字電網投資需求加大。
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