《即日市評》恆指本周累升逾6% 內房股今受追捧
阿思達克 12-09 16:52
市場憧憬中央經濟工作會議或有更多利好消息公布，港股今日(9日)反覆向上，曾逼近兩萬點大關。美國上周新申領失業救濟人數增加，市場憧憬美聯儲放慢加息步伐，美股道指及納指隔晚各升0.6%及1.1%，執筆之時，美國10年期債券孳息率處3.483厘，美匯指數跌至104.71，道指期貨最新升31點或0.1%，納指期貨最新升0.38%，摩通亞洲區貨幣指數升0.26%報100.53。內地11月CPI按年升1.6%符合預期，上證綜指全日升9點或0.3%，收3,206點，深證成指升1%，滬深兩市成交額共逾1萬億元人民幣。
恆指今早高開34點，早段曾倒跌45點一度低見19,404點，其後再度上升，全日收19,900點，升450點或2.3%。國指升167點或2.5%，收6,834點；恆生科技指數升99點或2.3%，收4,369點。大市全日成交總額1,994.47億元，滬、深港通南下交易淨流入5.26億及37.25億元人民幣。
恆指本周累升1,225點或6.6%、國指本周累升465點或7.3%、恆生科指本周累升490點或12.7%。內地出台優化防疫「新十條」，明確內地無症狀感染者和輕型病例一般採取居家隔離，亦規定非高風險區不得限制人員流動，不得停工、停產、停業。
【內房股彈高 憧政策利好】
合景泰富(01813.HK)全日股價飆升34%，龍湖(00960.HK)及富力(02777.HK)各升18.5%及18.9%，中國海外(00688.HK)、旭輝(00884.HK)、潤地(01109.HK)及遠洋(03377.HK)各升10.8%至13.9%，碧桂園(02007.HK)升8.5%。
匯豐環球研究發表報告指，碧桂園自7月以來三度配股，意味著在持續的政策支持下，投資者仍處於平倉之中，市場風險偏好亦有所改善。該行認為，內地房地產行業的配股風險很高，惟碧桂園在五個月內第三次配股屬意料之外，但相信是一個特殊的案例。該行認為，當前的政策順風效應將持續很長時間，行業應該會繼續獲得重新評估。
匯豐研究提到，私營房產企業的股價從11月23日的近期低點平均反彈了24%。許多公司的美元債券將於2023年到期，股價走強可歸因於更強大的資金支持，這大大降低了增量違約和信用事件的風險。
【升股千二隻 美團彈半成】
港股今日市寬向好，主板股票的升跌比率為30比13(上日為31比10)，上升股份1,282隻(升幅4.3%)；恆指成份股今日67隻股份上升，下跌股份9隻，升跌比率為88比12(上日為79比16)；大市今日錄沽空261.42億元，佔可沽空股份成交1,806.76額億元的14.469%(上日為16.644%)。
科網股上升，美團-W(03690.HK)彈5.7%，騰訊(00700.HK)升2.6%報325.6元。Sensor Tower商店情報數據顯示，騰訊旗下《王者榮耀》上月在全球App Store和Google Play吸金超過2億美元，蟬聯全球手遊暢銷榜冠軍。來自中國iOS市場的收入佔95.5%，海外市場收入佔比為4.5%。
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