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《即日市評》憂美激進加息 恆指見半年收市低 科網股捱沽
美國公布8月通脹按年升8.3%高於預期,遠遠高於當局通脹2%目標,擔心美聯儲局未來「激進加息」,港股今日向下。據利率期貨顯示美聯儲局下周加息0.75厘機率66%(低於上日的91%),加息1厘機率升至34%(上日為零),美股道指昨跌1,276點或3.9%,創逾兩年最大單日跌幅(納指昨挫5.2%);執筆之時美國十年期國債孳息率升至3.438厘,美匯指數最新升至109.6,道指期貨最新升135點或0.43%,納指期貨最新升0.6%。人民幣即期收跌319點報6.9630兌一美元,上證綜指今日跌26點或0.8%收3,237點,深證成指跌1.25%,內地創業板指數跌1.8%,滬深兩市成交額7,227.3億人民幣。 恆指低開393點,初段跌幅曾收窄至337點一度見18,989點,其後跌幅擴大至529點一度低見18,797點,全日跌479點或2.48%,收18,847點;國指跌162點或2.45%,收6,470點;恆生科技指數跌115點或2.85%,收3,953點。大市全日成交總額937.7億元,滬、深港通南下交易分別淨流入27.64億及31.43億元人民幣。創科(00669.HK)全日股價下挫10%收89.1元。 【憂美猛加息 科網股受壓】 市場擔心美國「激進加息」,本港科網股造淡,阿里巴巴(09988.HK)全日股價下滑4.5%收87.1元,京東(09618.HK)股價走低4.2%,美團(03690.HK)股價跌近2.3%。騰訊(00700.HK)股價走低1.7%收299.6元,失守300元關,網易(09999.HK)跌近2.1%。 花旗表示,中國國家新聞出版署於9月13日發布新一批遊戲版號審批結果,為今年第五次發放遊戲版號,共有73款遊戲獲批,結果令人驚喜,當中批出版號數量有所增加,同時騰訊及網易分別各有一款遊戲獲批,是自4月恢復審批以來首次,具有象徵意義。該行又指,當局現時允許遊戲公司為現有遊戲申請跨平台許可,而不需要申請單獨的許可,相信新做法可以為跨平台適配提供更大的靈活性,對騰訊和網易等擁有較多IP庫存的公司更為有利。 【沽空率攀升 藥明生物弱】 港股今日市寬轉弱,主板股票升跌比率為9比30(上日為21比19),下跌股份1,307隻(跌幅2.8%);恆指成份股今日4隻股份上升,下跌股份69隻,升跌比率為5比95(上日為64比27)。大市今日錄沽空205.36億元,佔可沽空股份成交額774.99億元的26.498%(上日為19.106%)。 藥明生物(02269.HK)全日股價再跌近4.9%收50.8元。大和發表報告表示,昨日與藥明生物管理層舉行非交易路演。就昨日股價下挫,藥明生物認為市場反應過度,而根據美方披露的內容,認為美國啟動生物科技和生物製造倡議,應被視為一項中立政策。針對失去美國客戶的擔憂,大和引述藥明生物管理層指有信心留住美國客戶,因為受託研究機構(CRO)/生物製劑的委託開發製造(CDMO)市場均以服務質量為導向。 大和認為,由於美方相關計劃的細節尚未披露,暫對藥明生物的潛在影響仍不清楚。在最壞的情況下,如果美國以外的生產受到限制,藥明生物將減少美國客戶及相關收入,但認為發生此情境可能性不大。(wl/u) ~
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