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《即日市評》恆指靠穩 美團領航大市 內需股起舞
恆指連跌四日(累跌926點或4.9%)後,今日A股午後造高,恆指反覆靠穩。市場繼續關注美聯儲加息步伐及英鎊走勢,美股道指及納指昨各跌1.1%及0.6%,執筆之時美國十年期國債孳息率升至3.833厘,美匯指數升至113.62,道指期貨最新升273點或0.9%,納指期貨升1.3%。摩通亞洲區貨幣指數升0.05%報97.02,內地首八月工業企業利潤按年跌2.1%,商務部指有必要出台新一輪穩外貿政策,人民幣即期收跌116點報7.1580兌一美元,上證綜指全日升42點或1.4%收3,093點,深證成指升1.94%,滬深兩市成交額6,661億人民幣。 恆指今早低開16點,初段曾倒升49點見17,904點,其後再度向下,曾跌206點一度見17,648點,午後收復失地,全日升5點或0.03%,收17,860點;國指升12點或0.21%,收6,150點;恆生科技指數升20點或0.55%,收3,667點。大市全日成交總額975.29億元,滬、深港通南下交易分別淨流入15.57億及7.19億元人民幣。 【內需股起舞 港鐵創新低】 國慶假期臨近,內需股受捧,美團(03690.HK)全日股價升4%領航大市,海底撈(06862.HK)全日股價彈高6.4%,華潤啤酒(00291.HK)股價漲3.3%,李寧(02331.HK)股價漲2.9%,攜程(09961.HK)及同程旅行(00780.HK)各彈3.2%及7.6%。美團今日(27日)發布最新數據顯示,十一國慶假期前的一周,「本地遊」、「周邊遊」等關鍵詞搜尋量按周暴漲440%,其中,用戶搜索熱度漲幅最高的目的地品類分別是景點、公園、博物館、溫泉、動物園。 領展(00823.HK)全日下滑4.2%,港鐵(00066.HK)全日走低近3.3%「五連跌」,齊創逾兩年新低。星展發表報告重申對港鐵「買入」投資評級,但下調目標價至46.45元。該行表示,港鐵公司自2010年開始營運深圳地鐵四號線,由於營運成本一直在上升,票價並未上漲,過去已為此確認減值損失9.62億元,預計建立票價調整機制和程序需要更長的時間,這將影響深圳地鐵四號線的長期生存能力,從而拖累港鐵的收益。 【市寬呈改善 長汽理想揚】 港股今日市寬改善,主板股票升跌比率為21比18(上日為13比27);恆指成份股今日37隻股份上升,下跌股份34隻,升跌比率為51比47(上日為44比55)。大市今日錄沽空195.53億元,佔可沽空股份成交額828.35億元的23.605%(上日為22.839%)。 部份汽車股造好,長汽(02333.HK)升4.3%,理想(02015.HK)股價上揚4.3%。理想汽車宣布公司目前預計第三季度的交付量約為25,500輛,少於此前預計的27,000至29,000輛,主要是由於供應鏈限制所致。交銀國際發表報告表示,在L9在手訂單和L8新車型的支持下,該行預計其交付量將在今年第四季度回升。(wl/u) ~
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