《即日市评》恒指反复升 中国铁塔弹逾13% 教育股炒上
市场观望美联储局议息,港股今日(14日)反复造好。美国11月消费物价指数按月升0.1%,按年则升7.1%,两者均低于市场预期,令市场憧憬美联储或可放慢加息步伐,美股道指及纳指隔夜各升0.3%及1%。执笔之时,美国10年期债券孳息率跌至3.472厘,美汇指数跌至103.98,道指期货最新升11点或0.01%,纳指期货最新升0.06%,上证综指全日升0.2点或0.01%收3,176点,深证成指跌0.02%,沪深两市成交额共近8,109亿人民币。
恒指高开179点,初段曾升263点一度高见19,859点,其后曾倒跌67点一度低见19,528点,全日升77点或0.4%,收19,673点;国指升47点或0.7%,收6,702点;恒生科技指数升14点或0.3%,收4,237点。大市全日成交总额1,363.64亿元,沪、深港通南下交易分别净流出22.01亿及净流入12.75亿元人民币。
腾讯(00700.HK)全日股价升2.1%,阿里-SW(09988.HK)及美团-W(03690.HK)股价各涨1.3%及2.1%。教育股炒上,光正教育(06068.HK)及成实外教育(01565.HK)股价各飙升60%及53%,转型直播带货的思考乐教育(01769.HK)全日股价抽升4.4%。
【中国铁塔扬 订五年协议】
中国铁塔(00788.HK)收市反弹逾13%,摩根士丹利发表报告指,中国铁塔与三大电讯商订定新的五年定价协议,预期明年铁塔及室内分布系统(DAS)业务收入将按年基本持平,经营利润率也将保持稳定,略好于该行原先预期。该行指,中国铁塔新协议所带来的财务影响好过预期,估计今年铁塔及室分业务收入以及经营利润率都将较去年同期下降约1%,由于不明朗因素及悬而未决的续约问题已解决,相信市场情绪会有所改善。
瑞银发表报告指,中国铁塔与内地三大电讯营运商签订新五年协议,预计新定价协议正式公告将在未来一至两个月内发布。瑞银估计,中国铁塔今年净利润将实现15亿元人民币内生增长,预期明年起净利润可恢复增长,假设明年盈利表现持平,估算2022至2025年纯利年均复合增长率达到19%。
【沽空率稍升 康希诺抢高】
港股今日市宽变动不大,主板股票的升跌比率为21比19(上日为21比20);恒指成份股今日41只股份上升,下跌股份31只,升跌比率为54比41(上日为54比34);大市今日录沽空178.89亿元,占可沽空股份成交1,205.9额亿元的14.834%(上日为14.381%)。
康希诺生物(06185.HK)全日股价上扬7.4%,瑞科生物-B(02179.HK)股价弹13.6%。诺诚健华-B(09969.HK)股价涨7.7%。国务院联防联控机制印发新冠疫苗第二剂次加强免疫接种实施方案,现阶段,可在第一剂次加强免疫接种基础上,在感染高风险人群、60岁以上老年人群、具有较严重基础性疾病人群和免疫力低下人群中开展第二剂次加强免疫接种。
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