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港股午評:指數繼續下挫,恆指盤中跌破18000點,汽車板塊大跌

格隆匯9月22日丨美聯儲加息75基點,引發國際金融市場震盪。港股再度下挫,恆指跌1.88%,盤中一度跌破18000點,且創2011年12月以來首次,國指跌1.57%,恆生科技指數跌2.07%。

盤面上,汽車板塊大跌居前,造車新勢力領銜走低,小鵬跌超12%再度刷新歷史新低,香港地產股、濠賭股、航空股、生物醫藥股、餐飲股、保險股、石油股等紛紛下挫,昨日走強的港口及海運股回調;大型科技股亦全線走低,阿里巴巴、京東跌超3%,美團、百度、網易、騰訊皆下跌。 另一方面,在線教育股新東方在線逆勢漲超5%,軍工股多數上漲,蘋果概念股低開高走,舜宇探底回升漲1%。南下資金半日逆勢淨流入25.65億港元,大市成交額為477億港元。

板塊方面

汽車股集體重挫,小鵬汽車跌超12%。隔夜美股中概汽車股大跌,拖累今早港股市場造車新勢力集體重挫,小鵬汽車跌15%創上市新低,蔚來跌超9%,理想汽車跌7%,五菱汽車和比亞迪股份跌超3%。

石油股普跌,美油收跌逾1% EIA原油庫存連增三週。俄羅斯宣佈進行部分動員,昨夜國際原油盤中曾反彈逾2%。然而美國能源部公佈上週美國EIA原油庫存連增三週、汽油需求四周均值創1997年來新低後,美油收跌1.19%,報82.94美元/桶,繼續刷新兩週來低位。Again Capital合夥人John Kilduff認為,庫存數據反映汽油需求疲弱。 另外,美聯儲昨夜公佈議息結果以抑制通脹,分析預料經濟或進一步放緩,美元指數走強,美國股市與油價下滑。

濠賭股普跌。據悉,十一國慶黃金週將至,澳門特區旅遊局局長文綺華表示,對黃金週訪澳旅客人數較保守,希望可穩步上升。並稱疫情下的黃金週訪澳旅客未必會急增,目前會暫緩線下宣傳,但會加推線上宣傳。大和發研報指,現時復甦步伐仍然緩慢,雖然每日入境旅客量重回至約2萬人水平,但審視澳門政府最新邊境防疫政策後,預計從現時至到十月黃金週期間出現任何進一步的實質性放鬆的機會較低。該行維持9月博彩總收入預測,預期每日賭收將達到9000萬至1.1億澳元,建議投資者保持耐心及持審慎態度,直到政策有所放鬆為止,首選仍是銀河娛樂及金沙中國,同予“買入”評級。

個股方面

舜宇低開高走,午間收漲1%。大華繼顯發表報吿,指與舜宇管理層進行溝通,引述管理層表示對智能手機終端用户需求持謹慎態度,預計今年不會出現明顯的復甦跡象,但管理層仍對公司長期發展充滿信心,因蘋果公司和三星供應鏈的份額增加,以及車載鏡頭及AR/VR業務長期擴張。

澳博控股大跌近11%,供股結果顯示逾6%現有股東未跟供。疫情衝擊澳門博彩業收入,拖累博企現金流表現,近月澳博計劃供股集資30億港元。 澳博最新宣佈供股結果,截至最後時限(9月14日下午4時)接獲合共493份、涉及38.42億股供股股份的有效接納及申請,即獲超額認購170.5%。澳博稱,供股已於9月15日下午4時正成為無條件,預期供股股份週五(23日)開始買賣。已接獲合共304份、涉及13.32億股供股股份的有效接納,佔可供認購供股股份總數約93.8%,意味着近6.2%股東沒有接納供股。 此前,摩根士丹利因供股將澳博目標價由原先的3港元下調至2.5港元,評級繼續維持減持。

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