港股午評：三大指數跌約1%，地產股逆勢走強，金融股大跌，
港股三大指數衝高回落，恆指盤中跌穿17000點，午間收盤跌1.19%報17018點，成交額340.77億港元，國指跌1.16%，恆科指跌0.9%。
行業板塊多數下跌，金融板塊跌幅靠前，郵儲銀行跌超9%、海通證券跌6%、中國人保、廣發證券、新華保險跌約5%；乳業、雲計算、手遊、綠電等概念表現低迷。央行下調首套個人住房公積金貸款利率，地產股全線大漲，合景泰富集團、旭輝控股集團漲幅均在10%以上，建材水泥、物管股跟隨走強，碧桂園服務漲8%、華潤水泥漲5.7%；旅遊、消費電子概念股活躍。科技股多數下跌，京東、美團、騰訊跌超2%。
券商、保險、銀行等板塊大跌靠前，郵儲銀行跌9%，港交所資料顯示，李嘉誠基金會在9月29日以每股均價4.71港元出售了5萬股，完成後其最新持股數為21.841億股，持股比例由原來的11%降至10.99%。
地產板塊大漲，旭輝控股集團漲11%。消息面上，央行決定自2022年10月1日起，下調首套個人住房公積金貸款利率0.15個百分點，5年以下(含5年)和5年以上利率分別調整為2.6%和3.1%。第二套個人住房公積金貸款利率政策保持不變，即5年以下(含5年)和5年以上利率分別不低於3.025%和3.575%。
受地產股大漲影響，物管股跟隨走強，碧桂園服務漲8%。消息面上，地產行業2天出現4條利好， 9月29日晚，央行宣佈部分城市可以自主決定下調或取消首套住房貸款利率下限；9月30日，央行發佈通知，首套房公積金貸款利率下調，財政部、税務總局共同發文指，出售住房1年內再購房有退税優惠；另外有媒體稱，監管鼓勵加大房地產領域信貸投放。
水泥股普漲，華潤水泥漲5.7%。9月底全國水泥價格出現大面積普漲行情。隨着天氣好轉，下游需求量繼續提升，全國平均出貨率創出年內新高。截止到9月底，全國平均出貨率達到70%，其中，長三角和珠三角地區企業出貨率普遍達到8-9成或產銷平衡，京津冀和華中地區恢復到7-8成水平。銷量的環比大幅改善，疊加錯峯生產持續和煤炭價格環比上漲影響，促使全國各區域水泥價格普遍出現修復性回升。
花旗發表研究報吿，預測今年第四季至明年首季美聯儲利率將進一步上調共150個基點，當中估計今年11月及12月預期將分別上調75及50個基點，預料明年十年期美國國債收益率將上升至4.5%至5%，回到接近2008年環球金融危機前水平。
相應地花旗將恆指今年底目標從23,456點下調至20,000點(相當預測市盈率11.1倍)，並預期明年底將見23,000點(相當預測市盈率11.3倍)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
