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《即日市評》恆指續跌 成交增至千二億 科網股及藥明生物挫
市場關注中美關係發展,受科網股及友邦(01299.HK)弱勢拖累,恆指今日持續向下。美聯儲局褐皮書顯示,美國經濟活動在最近數周繼續溫和擴張,報告提到通脹壓力已經有所緩和,美股道指及納指隔夜各跌0.3%及0.9%;執筆之時,美國10年期債券孳息率攀升至4.169厘,美匯指數最新升至112.89,美元兌日圓曾升至150.07(自1990年8月以來首次跌見150兌一美元大關),最新升報149.92,道指期貨最新跌33點或0.11%,納指期貨最新跌0.8%。摩通亞洲區貨幣指數升0.08%報96.12,人民幣即期收跌135點報7.2377兌一美元,上證綜指全日跌9點或0.31%收3,035點,深證成指跌0.56%,滬深兩市成交額7,963億人民幣。 恆指低開280點後跌幅擴大,曾跌500點一度低見16,010點,為2009年5月以來(逾十三年)低位,大市其後跌幅曾收窄至58點一度高見16,452點,全日跌231點或1.4%,收16,280點;國指跌85點或1.53%,收5,512點:恆生科技指數跌75點或2.37%,收3,120點。大市全日成交總額按日升近50%至1,267.76億元,滬、深港通南下交易分別淨流入43.57億及40.22億元人民幣。港交所(00388.HK)股價升1.2%。 【港股創新低 科網股捱沽】 納斯達克金龍中國指數隔夜下挫7%至九年低位,本港上市的科網股今日受壓,阿里巴巴(09988.HK)跌3.9%報69.9元,騰訊(00700.HK)跌4.8%報232.4元,美團(03690.HK)跌2.6%報140.8元。 百度(09888.HK)全日股價下滑8.1%收91.5元。麥格理發表研究報告,預測百度第三季收入將持續疲軟,料按年跌幅收窄至2%(第二季跌5%),預期至明年整體業務才會見到復甦。其中線上廣告收入預期將按年下跌7%,對比第二季為下跌10%。麥格理並將第四季廣告收入預測下調為下跌4%(原本增長7%),預期電商在雙十一及雙十二促銷活動上廣告開支取態會變得更保守。該行維持對百度的「跑贏大市」評級,將目標價由183元降至166元 【跌股千二隻 藥明生物挫】 港股今日市寬續弱,主板股票的升跌比率為11比28(上日為11比28),下跌股份1,222隻(跌幅2.8%);恆指成份股今日28隻股份上升,下跌股份44隻,升跌比率為38比60(上日為12比82);大市今日錄沽空267.96億元,佔可沽空股份成交額1,073.98億元的24.95%(上日為23.517%)。 藥明生物(02269.HK)全日股價下挫9.5%收42.7元,藥明康德(02359.HK)股價跌2.4%收66.2元。花旗引述藥明生物管理層指,旗下上海藥明生物應該可於11月完成美方檢查。隨著中國商務部繼續通過與美國商務部聯絡對公司提供協助,管理層相信將上海藥明生物從「未經核實」實體名單(UVL)移除的可能性很大。如果需要,管理層相信在適當的法律援助下,60天期限的要求可以延長。
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