《即日市評》憧港與內地通關 恆指反覆升 內房股受捧
阿思達克 12-16 17:00
市場憧憬本港與內地快將「通關」，港股今日反覆向上。市場擔心各國央行持續加息令經濟衰退，美股道指及納指隔晚各跌2.3%及3.2%，執筆之時，美國10年期債券孳息率跌至3.48厘，美匯指數升至104.44，道指期貨最新跌245點或0.74%，納指期貨最新跌0.9%。上證綜指全日跌0.7點或0.02%收3,167點，深證成指跌0.56%，內地創業板指數跌1.1%，滬深兩市成交額7,614億人民幣。
恆指今早低開24點，初段曾跌238點低見19,130點，其後倒升252點一度高見19,621點，全日升82點或0.4%，收19,450點；國指升43點或0.7%，收6,634點；恆生科技指數升12點或0.3%，收4,149點。大市全日成交總額1,360.26億元，滬、深港通南下交易淨流入3.34億及6.62億元人民幣。通關憧憬續利好個別股份，莎莎(00178.HK)及大家樂(00341.HK)各升8.1%及7.8%。航運股向上，東方海外(00316.HK)彈高8.7%
恆指本周累跌450點或2.3%、國指本周累跌199點或2.9%、恆生科指本周累跌220點或5%。美聯儲局近日公布加息半厘，主席鮑威爾在議息後「放鷹」指繼續加息直至通脹降2%目標水平是合適；而內地公布11月多項經濟數據均遜預期。
【恆指反覆升 藥明生物揚】
美國上市公司會計監委會(PCAOB)確認對今年內地和香港會計師事務所完成檢查，中證監歡迎重新對中企作認定，阿里巴巴(09988.HK)今日股價升0.6%報86.45元，京東(09618.HK)漲1.5%。
花旗發表報告指，PCAOB確認可以對內地和香港會計師事務所完成檢查和調查，相信能進一步降低中概股的退市風險。該行認為，即使大程度上符合多數投資者的預期，但PCAOB最新的聲明仍對中概股影響正面。隨著中國放寬疫情防控政策及退市風險消除，投資者料會關注基本面復甦、盈利可持續增長、政策支持及海外私人投資恢復等。
藥明生物(02269.HK)全日股價彈高近5.5%收51.3元。藥明生物宣布旗下兩間子公司均獲美國商務部從未經核實名單中移除，野村發表報告，預料將加快消除投資者的疑慮。野村認為今次是地緣政治緊張局勢得以緩和的積極信號，亦是公司股價正面催化劑，因此重申「買入」評級，維持目標價97.78元。
【市寬呈改善 內房股彈高】
港股今日市寬改善，主板股票的升跌比率為21比18(上日為12比28)；恆指成份股今日49隻股份上升，下跌股份21隻，升跌比率為64比28(上日為18比80)；大市今日錄沽空196.98億元，佔可沽空股份成交額1,197.91億元的16.443%(上日為15.402%)。
副總理劉鶴指房地產是國民經濟的支柱產業，針對當前政府已出台一些政策，正在考慮新的舉措引導市場預期和信心回暖。富力(02777.HK)及碧桂園(02007.HK)各升4.8%及5.9%，雅居樂(03383.HK)及潤地(01109.HK)各升3.2%及3.9%。
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