《即日市評》港股回吐 中資電訊股揚 美團季績佳
受科網股拖累下,港股今日回落。美股昨晚因感恩節假期金融市場休市,今晚將會只有半日市。歐央行發布上月26日至27日貨幣政策會議記錄,顯示委員擔心通脹植根,央行需進一步加息。美國10年期債券孳息率跌至3.692厘,美匯指數跌至105.8,道指期貨最新升45點或0.13%,納指期貨最新升0.13%。上證綜指全日升12點或0.4%收3,101點,深證成指跌0.48%,滬深兩市成交額7,399億人民幣。
恆指今早高開12點後倒跌,曾跌248點一度低見17,412點,其後跌幅收窄,全日跌87點或0.49%,收17,573點;國指跌21點或0.35%,收5,971點;恆生科技指數跌82點或2.31%,收3,500點。大市全日成交總額947.98億元,滬、深港通南下交易淨流入22.07億及21.56億元人民幣。騰訊(00700.HK)今日股價跌2.6%。
恆指本周累跌418點或2.3%、國指本周累跌154點或2.5%、恆生科本周累跌242點或6.5%。美聯儲局會議記錄顯示,聯儲局官員同意在評估貨幣政策對經濟的影響後,應盡快進行較小規模的加息,市場憧憬美聯儲局將放慢加息步伐、內地指將適時適度運用降準等保持流動性。
【電訊股揚 美團季績佳】
美團(03690.HK)今日股價下滑1.7%收136.6元。美團收市後公布今年第三季業績,虧轉盈賺12.16億元人民幣,而去年同期蝕99.94億人民幣。按非國際財務報告準則計算亦扭虧為盈,錄得經調整溢利約35.27億人民幣,高於本網綜合11間券商預測經調整溢利料介乎負11億至正15.45億人民幣,對比去年同期錄經調整虧損淨額55.27億人民幣。經營溢利為9.88億人民幣,對比去年同期蝕101.02億人民幣;非國際財務報告準則下經調整EBITDA達48.02億人民幣,高於本網綜合5間券商預測料介乎22.29億至35.59億人民幣,對比2021年經調整LBITDA錄40.62億人民幣。美團指,騰訊將向其股東宣派約9.58億股B類股份,預料未來與騰訊將維持互惠共贏的商業合作關係,包括延續現有的戰略合作協議。
中資電訊股向上,中電信(00728.HK)股價揚4.1%報3.08元,中移動(00941.HK)及聯通(00762.HK)股價各升1.3%及3.3%。富瑞發表報告指,國家工信部10月份統計數據顯示,移動數據按年增長進一步提升至20.2%,連續四個月錄得改善,按月升6.8%,屬今年以來最大升幅,料為數據中心及電信公司帶來重要的積極信號。富瑞指,年初至今電信收入增長7.9%,符合該行預測。該行認為中國電信公司將繼續成為極具吸引力的股份,增長動力主要來自於移動領域的良性競爭、工業互聯網發展、國企構建IT生態系統趨勢、資本支出強度下降;以及承諾增加派息,當中較看好中電信,其次為中移動及聯通。
【市寬略轉弱 內房股受捧】
港股今日市寬略轉弱,主板股票的升跌比率為18比19(上日為20比18);恆指成份股今日31隻股份上升,下跌股份41隻,升跌比率為42比56(上日為52比42);大市今日錄沽空119.22億元,佔可沽空股份成交額817.14億元的14.59%(上日為16.307%)。
內房股有支持,碧桂園(02007.HK)全日股價彈高9.5%收3.1元,旭輝(00884.HK)股價漲5.4%,龍湖(00960.HK)揚3.8%,萬科(02202.HK)走高6.8%,而新城發展(01030.HK)搶高13%。碧桂園宣布於11月24日共獲得工商銀行(01398.HK)、中國銀行(03988.HK)及郵儲銀行(01658.HK)三家國有大行授信支持,總額度超過1,500億元人民幣。據協議,三家銀行將為碧桂園提供的授信,範圍包括但不限於房地產開發貸款、併購貸款、業主個人購房按揭貸款等多元金融服務。
據《第一財經》報道,郵儲銀行(01658.HK)表示,該行分別與萬科母企萬科集團、龍湖集團、綠城中國(03900.HK)母企綠城集團、碧桂園及美的置業(03990.HK)簽署全面戰略合作協議,提供意向性融資總額2,800億元人民幣,以促房地產市場平穩健康發展。該行表示,後續還將開展第二批全國性房地產企業合作簽約工作,與相關房企加強務實合作,滿足企業合理融資需求。(wl/)
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