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《即日市評》港股半日市揚 恆生科指彈6% 阿里京東舞高
恆指連跌三日(累跌504點或2.6%)後,港股今日受颱風「馬鞍」影響只有半日市,並受科網股帶動回升。市場關注美聯儲本周稍後在Jackson Hole舉行的年會,美股道指及納指昨晚分別升0.2%及0.4%;執筆之時美國十年期國債孳息率升至3.086厘,美匯指數跌至108.15,美股道指期貨最新升230點或0.7%,納指期貨最新升1%。摩通亞洲區貨幣指數升0.25%至100.9,國務院部署穩經濟一攬子政策的接續政策措施,增加超過3,000億人幣政策性及開發性金融工具額度,人民幣即期收升151點報6.8503兌一美元,上證綜指今日升31點或近1%收3,246點,深證成指升0.06%,滬深兩市成交額共9,865億人民幣。 恆指中午高開149點後升幅擴大,全日升699點或3.63%,收19,968點;國指升283點或4.31%,收6,848點;恆生科技指數升242點或6.01%,收4,268點。大市全日成交總額906.33億元,滬港通南下交易淨流出8.92億元人民幣,深港通南下交易淨流入14.59億元人民幣。中國中免(01880.HK)首日掛牌,全日反覆平收158元。 【科網股受捧 京東彈一成】 新交所料未來數月有更多在美國上市中概股赴新加坡上市,中概股昨美國造好,本港上市科網股今日亦彈高,阿里巴巴(09988.HK)股價彈高近8.8%收93.8元,京東(09618.HK)抽上11%,嗶哩嗶哩(09626.HK)揚10.3%,而騰訊(00700.HK)及美團(03690.HK)股價各走高4.8%及8%。而港交所(00388.HK)股價升3.6%。 摩根士丹利發表報告表示,中資股第二季業績季報期已過了一半,按該行估算因宏觀經濟疲弱令中資股次季業績廣泛遜預期,若分行業觀察,互聯網公司是迄今為止唯一的亮點,因企業嚴格控制成本及市場原預期較低。該行指,按MSCI中國指數已公布季績的多間上市公司盈利表現普遍低於預期,留意到證券同業對中資股有進一步下修盈利預測的空間,並建議在宏觀環境中持有基本面具韌性的股份,並指由於內地房地產市場放緩,料第三季度宏觀環境惡化。 【升股千二隻 友邦績後揚】 港股今日市寬轉強,主板股票升跌比率28為10(上日為10比29),上升股份1,203隻(升幅3.1%);恆指成份股今日61隻股份上升,下跌股份8隻,升跌比率為88比12(上日為17比80)。大市今日錄沽空168.59億元,佔可沽空股份成交額800.13億元的21.07%(上日為23.336%)。 友邦(01299.HK)公布中期業績後,全日股價漲近4.8%報77.7元。高盛發表報告表示,友邦中期業績大致符合預期,因疫情影響了今年初各地區的業績,包括中國部分城市曾「封城」,受內地業務影響下令集團今年上半年按固定匯率計新業務價值按年跌13%。 高盛指,隨著面對面的銷售活動逐漸恢復後,估計友邦旗下新業務價值在6月份在大多數市場恢復了正增長,估計內地市場7月份新業務價值也出現正增長。該行維持友邦「買入」(「確信買入」名單)及目標價93元。(wl/u) ~
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