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《即日市評》美債息突破3厘 恆指跌至三個月低 安踏績後揚
受金融股拖累下,港股今日持續向下。市場觀望本周稍後的Jackson Hole央行年會,預期美聯儲將重申承諾抗擊通脹,美股道指及納指昨各跌1.9%及2.6%;執筆之時美國十年期國債孳息率突破3厘水平,升至3.015厘,美匯指數升至108.93,美股道指期貨最新升89點或0.27%,納指期貨最新升0.3%。摩通亞洲區貨幣指數升0.02%至100.76,今早人民幣中間價續下調325點報6.8523兌一美元創近兩年低,人民幣即期收跌126點報6.8510兌一美元,上證綜指今日跌1點或0.05%收3,276點,深證成指跌0.4%,滬深兩市成交額共1萬億人民幣。 恆指低開12點,早段曾倒升44點一度高見19,701點,其後曾跌279點一度低見19,377點,全日跌153點或0.78%,收19,503點,跌至三個月低位;國指全日跌46點或0.69%,收6,648點;恆生科技指數跌11點或0.26%,收4,141點。大市全日成交總額866.31億元,滬、深港通南下交易分別淨流入4.96億及4.74億元人民幣。 【港股續受壓 吉利長汽跌】 汽車股下跌,長汽(02333.HK)發布哈弗H6後股價回吐4.3%,吉利全日股價跌6.3%。瑞信發表報告表示,出席了吉利汽車上半年非交易路演的會議,就市場關注四川省電力短缺的影響,吉利管理層表示8月16日至8月20日期間停產了四天,不確定是否會進一步停產,但若僅停產這四天,四川省和重慶市的零部件供應問題所受的影響有限,因為一般零部件庫存可應用一周左右。值得一提的是,吉利的大部分製造基地和零部件供應商均在華東地區,料受四川省電力短缺影響非常有限。 花旗發表研究報告指,長城汽車宣布以16.88萬至17.68萬元人民幣預售兩款插電式混合動力汽車(PHEV)版本H6-DHT新車型,預期對公司及整個行業都有正面影響。該行預期,中國三大傳統汽車品牌比亞迪、吉利及長汽的插電式混合動力(PHEV)車型,以及其他中國PHEV品牌,將在未來12個月內加快取代傳統內燃機汽車的大眾市場份額,而不是相互蠶食,估計行業潛在可持續成熟PHEV乘用車每月銷量將達到50萬至70萬輛。 【沽空率攀升 安踏績後揚】 港股今日市寬轉弱,主板股票升跌比率13為25(上日為17比21),下跌股份1,098隻(跌幅2.1%);恆指成份股今日12隻股份上升,下跌股份57隻,升跌比率為17比83(上日為32比62)。大市今日錄沽空186.16億元,佔可沽空股份成交額743.39億元的25.042%(上日為21.044%)。 體育用品股安踏(02020.HK)全日股價升4%報92元。高盛發表報告指,安踏今年上半年純利35.88億元人民幣,按年下跌7%,但較該行預期高14%。雖然經營環境具挑戰,銷售受到消費情緒及疫情防控措施的負面影響,該行認為集團仍能交出穩健的業績,顯示其強勁管理毛利及盈利能力。該行重申對安踏股份「買入」評級,目標價127元。
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