《即日市評》恆指反覆升 中國鐵塔彈逾13% 教育股炒上
市場觀望美聯儲局議息,港股今日(14日)反覆造好。美國11月消費物價指數按月升0.1%,按年則升7.1%,兩者均低於市場預期,令市場憧憬美聯儲或可放慢加息步伐,美股道指及納指隔夜各升0.3%及1%。執筆之時,美國10年期債券孳息率跌至3.472厘,美匯指數跌至103.98,道指期貨最新升11點或0.01%,納指期貨最新升0.06%,上證綜指全日升0.2點或0.01%收3,176點,深證成指跌0.02%,滬深兩市成交額共近8,109億人民幣。
恆指高開179點,初段曾升263點一度高見19,859點,其後曾倒跌67點一度低見19,528點,全日升77點或0.4%,收19,673點;國指升47點或0.7%,收6,702點;恆生科技指數升14點或0.3%,收4,237點。大市全日成交總額1,363.64億元,滬、深港通南下交易分別淨流出22.01億及淨流入12.75億元人民幣。
騰訊(00700.HK)全日股價升2.1%,阿里-SW(09988.HK)及美團-W(03690.HK)股價各漲1.3%及2.1%。教育股炒上,光正教育(06068.HK)及成實外教育(01565.HK)股價各飆升60%及53%,轉型直播帶貨的思考樂教育(01769.HK)全日股價抽升4.4%。
【中國鐵塔揚 訂五年協議】
中國鐵塔(00788.HK)收市反彈逾13%,摩根士丹利發表報告指,中國鐵塔與三大電訊商訂定新的五年定價協議,預期明年鐵塔及室內分布系統(DAS)業務收入將按年基本持平,經營利潤率也將保持穩定,略好於該行原先預期。該行指,中國鐵塔新協議所帶來的財務影響好過預期,估計今年鐵塔及室分業務收入以及經營利潤率都將較去年同期下降約1%,由於不明朗因素及懸而未決的續約問題已解決,相信市場情緒會有所改善。
瑞銀發表報告指,中國鐵塔與內地三大電訊營運商簽訂新五年協議,預計新定價協議正式公告將在未來一至兩個月內發布。瑞銀估計,中國鐵塔今年淨利潤將實現15億元人民幣內生增長,預期明年起淨利潤可恢復增長,假設明年盈利表現持平,估算2022至2025年純利年均複合增長率達到19%。
【沽空率稍升 康希諾搶高】
港股今日市寬變動不大,主板股票的升跌比率為21比19(上日為21比20);恆指成份股今日41隻股份上升,下跌股份31隻,升跌比率為54比41(上日為54比34);大市今日錄沽空178.89億元,佔可沽空股份成交1,205.9額億元的14.834%(上日為14.381%)。
康希諾生物(06185.HK)全日股價上揚7.4%,瑞科生物-B(02179.HK)股價彈13.6%。諾誠健華-B(09969.HK)股價漲7.7%。國務院聯防聯控機制印發新冠疫苗第二劑次加強免疫接種實施方案,現階段,可在第一劑次加強免疫接種基礎上,在感染高風險人群、60歲以上老年人群、具有較嚴重基礎性疾病人群和免疫力低下人群中開展第二劑次加強免疫接種。
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