《即日市評》港股回落 美團挫逾半成 中遠海控受壓
阿思達克 09-01 16:55
受科網及金融股跌勢拖累下，港股今日向下。市場繼續憂慮美聯儲進取加息，美股道指及納指昨各跌0.9%及0.6%，執筆之時美國十年期國債孳息率升至3.208厘，美匯指數跌至108.96，美股道指期貨最新跌189點或0.6%，納指期貨最新跌1.1%。摩通亞洲區貨幣指數跌0.15%至100.17，中國8月財新製造業PMI降至49.5(市場預期50)，顯示製造業在經歷兩個月的擴張後重現收縮，人民幣即期收跌85點報6.8990兌一美元，上證綜指今日跌17點或0.54%收3,184點，深證成指跌0.88%，滬深兩市成交額降至7,948億人民幣。
恆指低開192點，早段跌幅曾收窄至114點一度高見19,839點，中午收市前跌幅再度擴大，尾市最多跌421點，低見19,532點，全日跌357點或1.79%，收19,597點；國指跌123點或1.79%，收6,742點；恆生科技指數跌69點或1.63%，收4,204點。大市全日成交總額1,056億元，滬、深港通南下交易分別淨流入21.89億及13.35億元人民幣。
【比亞迪再跌 美團有沽壓】
比亞迪(01211.HK)全日股價再跌近4%，科網股亦受壓，美團(03690.HK)全日股價下挫5.8%收178.7元，快手(01024.HK)股價走低2.5%，而騰訊(00700.HK)股價走低近0.8%收324.6元。市場傳出騰訊計劃作出重大戰略調整並提出一個軟目標，希望今年能剝離880億美元的上市股票投資組合中的約145億美元(約1,000億元人民幣)，實際規模將取決於市場狀況及內部利潤目標。
摩根士丹利發表報告指，美團第二季業績表現穩健，與互聯網同行相比，美團的業務部門復甦趨勢更好，對其長期前景保持積極看法，予「增持」評級，目標價240元。該行指，美團6月份的訂單按年增長10%，並在第三季度加速增長，8月的日訂單量已達到6,000萬。
【沽空率攀升 中遠海控挫】
港股今日市寬轉弱，主板股票升跌比率13為27(上日為19比21)，下跌股份1,162隻(跌幅2.5%)；恆指成份股今日6隻股份上升，下跌股份62隻，升跌比率為9比90(上日為49比66)。大市今日錄沽空223.84億元，佔可沽空股份成交額910.62億元的24.581%(上日為23.371%)。
部份航運股捱沽，東方海外(00316.HK)股價下滑7.5%收160元，中遠海控(01919.HK)全日下挫近5.8%收11.1元。匯豐研究發表報告表示，航運費率已經見頂，料2023至2024年不能避免進入下行週期，預計航運股盈利將由2022年高峰下跌80%，但盈利水平仍然好過以前。
匯豐研究下調航運股目標價，中遠海控投資評級由「買入」一舉降至「減持」，H股目標價由18元下調至10.2元，東方海外目標價由200元下調至128元，評級「減持」。
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