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《即日市評》港股靠穩 摩指「執位」成交增至千三億 比亞迪捱沽
港股今日反覆上落。多名美聯儲局官員稱繼續加息抗通脹,指加息幅度將取決於數據,美股道指及納指昨各跌1%及1.1%,執筆之時美國十年期國債孳息率升至3.131厘,美匯指數升至109.02,美股道指期貨最新升40點或0.13%,納指期貨最新升0.4%。摩通亞洲區貨幣指數升0.16%至100.34,中國8月官方製造業PMI升至49.4(市場預期49.2)、8月官方非製造業PMI降至52.6(市場預期52.3),人民幣即期收升75點報6.8905兌一美元,上證綜指今日跌25點或0.78%收3,202點,深證成指跌1.29%,滬深兩市成交額共1萬億人民幣。 恆指低開359點後在科技股帶動下倒升。午後曾倒升223點見20,173點,全日反覆升5點或0.03%,收19,954點;國指升24點或0.36%,收6,865點;恆生科技指數升46點或1.09%,收4,273點。MSCI指數調整於收市後生效,大市全日成交總額按日增42%至1,365.54億元,滬、深港通南下交易分別淨流入9.38億及9.9億元人民幣。 恆指本月累跌202點或1%、國指本月累跌20點或0.3%、恆生科指本月累跌57點或1.3%,市場關注歐美國家通脹情況、美聯儲局未來加息步代,而聯儲局主席鮑威爾早前在Jackson Hole全球央行年會上「放鷹」及表示利率將維持高位,投資者亦關注中美兩國在中概股審計監管達合作協議之後的具體執行情況。 【遭股神減持 比亞迪捱沽】 比亞迪(01211.HK)全日股價下挫7.9%收242.2元。大和發表報告表示,就美國神巴菲特旗下投資旗艦巴郡(BRK.A.US)申報於8月24日減持比亞迪H股,令持股量降至19.92%,相信今次減持會令比亞迪短期股價受壓。但該行指,對比亞迪長線前景保持正面,維持對其「買入」評級,上調目標價由350元升至380元,料受惠新能源汽車需求及盈利能力持續改善。 海底撈(06862.HK)全日股價彈高6.5%收18.6元。高盛發表報告指,海底撈上半年銷售為168億元人民幣,並錄得2.66億人民幣虧損,當中包括3.08億人民幣減值損失。若撇除減值影響,上半年錄核心純利4,100萬人民幣,表現好於該行預期的虧損1.26億人民幣,主要由於相對穩定的產品均價及員工成本大減,令毛利率得到更佳控制。 【沽空率稍降 旭輝有沽壓】 港股今日市寬變動不大,主板股票升跌比率19為21(上日為16比23);恆指成份股今日34隻股份上升,下跌股份32隻,升跌比率為49比46(上日為28比67)。大市今日錄沽空279.7億元,佔可沽空股份成交額1,196.9億元的23.4%(上日為27.18%)。 旭輝(00884.HK)全日股價下挫14.9%收2元。旭輝中午公布,旭輝公布以先舊後新方式配售近3.05億股,相當於公司經擴大的已發行股份總數約3.23%;配售價為每股2.06元,較上一個交易日收市價每股2.35元折讓約12.3%,所得款項總額預期將約為6.28億元,預期所得淨額約6.23億元,將用於現有債務再融資及用作一般企業用途。
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