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《即日市評》港股期結日走弱 舜宇急挫近7% 騰訊逆市揚
港股今日期指結算,受阿里巴巴(09988.HK)及友邦(01299.HK)跌勢所拖累向下。市場關注美經濟數據、中國新冠疫情,道指及納指隔晚各跌1.1%及1.4%;執筆之時,美國10年期債券孳息率跌至3.847厘,美匯指數升至104.27,道指期貨最新跌10點或0.03%,納指期貨最新升0.37%。上證綜指全日跌13點或0.44%收3,073點,深證成指跌0.13%,滬深兩市成交額6,147億人民幣。 恆指低開250點,早段曾跌359點一度低見19,539點,其後跌幅收窄,全日跌157點或0.8%,收19,741點;國指跌77點或1.1%,收6,695點;恆生科技指數跌105點或2.5%,收4,107點。大市全日成交總額907.53億元,滬、深港通南下交易淨流入24.38億及31.63億元人民幣。科網股偏軟,阿里巴巴(09988.HK)跌2.5%報85.55元,快手(01024.HK)下滑3.4%。 【騰訊逆市揚 舜宇沽壓重】 國家新聞出版署恢復對進口遊戲許可審批,騰訊(00700.HK)今日逆市上揚2.8%收335.2元。瑞銀發表報告,將今次視為內地遊戲行業自去年下半年至今年上半年低谷復甦的另一重要標誌。瑞銀指出,騰訊及網易-S(09999.HK)連續取得版號,表明監管環境有所改善,認為騰訊是今次進口遊戲獲批的最大贏家,共有3款進口遊戲獲批,均是質量最高的產品,可為騰訊未來帶來增長動力。 市場研究機構Trendforce表示,中國供應鏈於今年12月開始已出現勞動力短缺的危機,因此將明年首季蘋果(AAPL.US)iPhone出貨量的預測從之前的5,200萬部下調至4,700萬部,降幅達9.6%。相關概念股受壓,舜宇(02382.HK)下挫6.9%收90.4元,瑞聲(02018.HK)跌1.3%。 【跌股千一隻 教育股捱沽】 港股今日市寬轉弱,主板股票的升跌比率為14比26(上日為33比13),下跌股份1,123隻(跌幅2.6%),恆指成份股今日16隻股份上升,下跌股份56隻,升跌比率為21比74(上日為88比8);大市今日錄沽空168.91億元,佔可沽空股份成813.98億元的20.751%(上日為20.329%)。 教育股受壓。思考樂教育(01769.HK)跌26%,新東方在線(01797.HK)及新高教(02001.HK)各跌4.3%及3.6%,新東方(09901.HK)及希望教育(01765.HK)各跌6%及6.8%。國家教育部等十三部門印發《關於規範面向中小學生的非學科類校外培訓的意見》明確,不得將非學科類校外培訓結果與大中小學招生入學掛鉤,非學科類培訓機構不得一次性收費超過5,000元人民幣。
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