《即日市評》憧英新財相計劃 恆指反覆升 部份藥股受捧
美股期貨造好,港股今日先跌後回穩。市場關注美聯儲局未來進取加息,美股道指及納指上週五各跌1.3%及近3.1%;執筆之時,美國10年期債券孳息率處3.961釐,美匯指數最新跌至113.12,市場憧憬英國財相侯俊偉即將公佈的新財政計劃,道指期貨最新升222點或0.75%,納指期貨最新升1.1%。中共第二十次全國代表大會昨日(16日)在京開幕,中共中央總書記習近平指從2020年到2035年基本實現社會主義現代化,未來五年是全面建設社會主義現代化國家開局起步的關鍵時期。人民幣即期收跌119點報7.2050兌一美元,上證綜指全日升12點或0.42%收3,084點,深證成指升0.36%,滬深兩市成交額8,073億人民幣。
港股今日反覆回穩。恆指低開107點,早段最多跌278點低見16,308點,其後回升,尾市曾高見16,754點,全日升25點或0.15%,收16,612點;國指升3點或0.07%,收5,633點;恆生科技指數跌6點或0.2%,報3,200點。大市全日成交總額957.63億元,滬、深港通南下交易分別淨流入35.2億及33.88億元人民幣。匯控(00005.HK)股價反覆升近1.5%收41.15元,渣打(02888.HK)漲0.6%。
【恆指反覆升 翰森製藥彈】
部份中資醫藥股受捧,翰森製藥(03692.HK)股價揚13.2%,微創醫療(00853.HK)揚11.8%,中生製藥(01177.HK)股價走高3.6%。摩根大通發報告指出,從估值、營運業績及政策角度來看,現在是投資內地醫療股的時機。該行認爲,內地醫療股估值正觸底,其估值目前接近過去五年的市盈率範圍底部,而中國機構基金於醫療股的倉位相對較低,約爲其資產管理規模的11%,較過去五年的平均水平低。該行建議目前可投資於內地醫療股,並強烈推薦醫療器械、醫療保健服務及醫藥合同外包服務(CXO)板塊。
百度(09888.HK)全日股價下滑5.3%收98.85元。匯豐環球研究發表報告,料百度旗下廣告和雲計算業務收入增長在短中期可能面臨更多挑戰。而美國芯片出口限制帶來的影響料被目前有限的使用場景和自主開發的芯片能力所緩衝。該行將百度目標價由195元下調至161.2元,維持「買入」評級。
【市寬呈轉弱 李寧有沽壓】
港股今日市寬轉弱,主板股票升跌比率爲19比19(上日爲28比13);恆指成份股今日40只股份上升,下跌股份27只,升跌比率爲55比37(上日爲70比22)。大市今日錄沽空193.36億元,佔可沽空股份成交額801.1億元的24.136%(上日爲21.6%)。
李寧(02331.HK)今日盤中曾低見50.15元一度下挫13.6%,全日跌4.3%收55.55元,而安踏(02020.HK)股價升0.2%。中國國際體育用品博覽會近日公佈,主辦方經與參展企業、專業觀衆及各級相關政府部門溝通並審慎研判決定,原計劃2022年9月16日舉辦的第40屆中國國際體育用品博覽會將延期至2023年5月26日至29日舉辦。
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