《即日市評》恆生科指彈逾6% 濠賭股及醫療股起舞
恆指昨下滑跌626點或3.2%後,今日受科網及金融股帶動回升。市場憂美經濟衰退逼近,美股道指隔晚升1點,但納指跌0.5%。執筆之時,美國10年期債券孳息率跌至3.462厘,美匯指數跌至105.21,道指期貨最新升33點或0.1%,納指期貨最新升0.17%,中國疾控中心指跟混檢陽性人員同棟樓及同單元者無須臨時封控。上證綜指全日跌2點或0.07%收3,197點,深證成指跌0.25%,滬深兩市成交額8,699億人民幣。
恆指高開150點後,升幅擴大並重上萬九點關,臨近尾市更曾飆升706點一度高見19,521點,收市報19,450點,升635點或3.4%;國指升233點或3.6%,報6,666點;恆生科技指數升265點或6.6%,報4,270點。大市全日成交總額1,606.94億元,滬、深港通南下交易全日分別淨流入1.32億及27.11億元人民幣。友邦(01299.HK)股價揚近5%,濠賭股亦抽上,永利澳門(01128.HK)漲22.4%,金沙中國(01928.HK)及澳博(00880.HK)齊升一成。
【濠賭股抽上 醫療股起舞】
科網股受追捧,騰訊(00700.HK)及阿里巴巴(09988.HK)全日各揚5.7%及5.1%,美團(03690.HK)漲6.4%,快手(01024.HK)走高11.1%。大和發表報告指,市傳字節跳動旗下抖音將拓展外賣服務,並與多間物流商合作,目前正於北京、上海和成都等重點一、二線城市試行服務。該行認為,抖音在短期內比較像是為品牌餐廳提供促銷渠道,從而按實際交易價值收取約1%至2%佣金,相信短期內對美團外送市場佔有率影響有限。該行重申對內地互聯網行業的正面評級,並看好美團在本地化垂直服務領域的優勢,給予「買入」評級。
醫療股亦造高,阿里健康(00241.HK)股價抽高16.1%,京東健康(06618.HK)揚12.2%,平安好醫生(01833.HK)上揚13.3%。據《北京日報》報道,隨著內地防疫政策進一步調整,市民紛紛開始購買新冠病毒抗原檢測試劑盒。北京多間藥房的抗原試劑盒出現供不應求的情況。
【升股千三隻 寶龍飆三成】
港股今日市寬向好,主板股票的升跌比率為31比10(上日為14比28),上升股份1,342隻(升幅4.1%);恆指成份股今日60隻股份上升,下跌股份12隻,升跌比率為79比16(上日為8比89);大市今日錄沽空238.75億元,佔可沽空股份成交額1,434.44億元的16.644%(上日為16.296%)。
內房股碧桂園(02007.HK)升5.2%,同系碧服(06098.HK)升6.3%。寶龍地產(01238.HK)股價飆升30.8%。人民銀行營業管理部近日以現場與視頻結合形式召開北京地區中資銀行貨幣信貸和金融服務通報會提到,支持房地產市場平穩健康發展,用好「保交樓」專項借款和民營企業債券融資支持工具等各項政策,加大對房地產企業和建築企業的貸款投放力度,積極支持個人住房貸款合理需求,持續優化住房租賃信貸服務。
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