《即日市評》恆指失守14,900點 創逾13年低 科網及電力股弱
受金融及科網股拖累下,恆指今日向下及再度失守萬五關。歐洲央行續加息75點子符預期,預計未來幾個月進一步加息,美國財長耶倫指不預期美經濟衰退,並續研美債市場流動性收縮問題,美股道指及納指隔晚各升0.6%及1.6%,執筆之時,美國10年期債券孳息率跌至3.973釐,美匯指數升至110.93,道指期貨最新跌65點或0.2%,納指期貨最新跌1%,摩通亞洲區貨幣指數跌0.12%報96.19。人民幣即期收跌484點報7.2565兌一美元,國家財政部公佈首九個月國有企業利潤總額按年跌1.1%(央企按年則升5.2%),上證綜指全日跌66點或2.25%收2,915點,深證成指跌3.2%,滬深兩市成交額9,097億人民幣。
恆指今早低開3點後向下,失守萬五關口,尾市曾跌657點一度低見14,770點,爲2009年4月下旬以來最低,全日跌564點或3.66%,收14,863點;國指跌213點或4.08%,收5,028點;恆生科技指數跌166點或5.56%,收2,822點。大市全日成交總額1,246.2億元,滬、深港通南下交易淨流入32.35億及22.49億元人民幣。
恆指本週累跌1,348點或8.3%、國指本週累跌488點或8.9%、恆生科指今本週累跌278點或9%。市場關注美國未來加息步伐,日圓匯價波動市場關注日央行有否進行幹預,美國財長耶倫週中曾警告全球經濟及市場壓力有可能破壞美金融體系,而市場亦憧憬美聯儲放緩加息。而人行及外管局指要維護股市、債市及樓市健康,
【恆指失萬五 工行純利升】
科技股下滑,阿裏巴巴(09988.HK)全日股價跌4.8%報61.75元,騰訊(00700.HK)跌5.8%報200.8元。內房股碧桂園(02007.HK)境內債「21碧地02」(149509.SZ)曾跌停,碧桂園及同系物管股碧服(06098.HK)股價各挫7.4%及8.8%,龍湖(00960.HK)跌11.2%。
多間內銀今日公佈季績,工商銀行(01398.HK)收市後公佈,按照國際財務報告準則,今年第三季營業收入2,073.31億元人民幣按年下跌4.67%;淨利潤943.16億人民幣,按年增6.76%(高於建銀國際早前料按年僅升1%)。基本每股收益0.24元人民幣。今年首三季計,營業收入爲6,511.19億元,按年增長1.12%;淨利潤2,658.22億人民幣按年上升5.56%。基本每股收益0.71元人民幣。於首三季利息淨收入5,275.98億元人民幣增長3.22%;年化淨利息收益率1.98%。
【跌股千五隻 電力股捱沽】
港股今日市寬轉弱,主板股票的升跌比率爲7比35(上日爲22比17),下跌股份1,500只(跌幅4.2%);恆指成份股今日3只股份上升,下跌股份69只,升跌比率爲4比95(上日爲51比45);大市今日錄沽空242.08億元,佔可沽空股份成交額1,080.6億元的22.402%(上日爲18.976%)。
中資電力股沽壓持續,大唐發電(00991.HK)及華能(00902.HK)各跌12.8%及11%,潤電(00836.HK)跌9.9%。中金髮表報告指,華能第三季營業收入按年升34%至670.84億元人民幣,歸母淨虧損9.34億人民幣,按年和按季比較都有明顯改善。公司首三季歸母淨虧損39.42億人民幣,去年同期盈利10.47億元人民幣。火電業務第三季大幅減虧,但當前燃料成本水平仍未實現盈利。
中金指,由於煤炭供應緊張,預計第四季降幅有限,下調華能全年至淨虧損42.1億人民幣,前值盈利爲16.3億人民幣。
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