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《即日市評》人幣走強 恆指創半年高 阿里彈逾8%
美上月非農業就業職位增幅多於市場預期,但增幅為兩年來最低,而且平均時薪增長放緩,令市場憧憬美聯儲減慢加息步伐,港股今日向上。美股道指及納指上周五各升2.1%及2.6%;執筆之時,美國10年期債券孳息率跌至3.6厘,美匯指數跌至103.46,道指期貨最新升25點或0.07%,納指期貨最新升0.17%。摩通亞洲區貨幣指數升0.57%報102.49,人民幣即期收市飆876點至6.7712兌一美元創近五個月新高,上證綜指全日升18點或0.58%收3,176點,深證成指升0.72%,滬深兩市成交額8,072億人民幣。 恆指高開304點,早段曾升479點一度高見21,470點,全日升396點或1.89%,收21,388點,創半年高;國企指數升142點或1.99%,收7,286點;恆生科技指數升139點或3.15%,收4,570點。大市全日成交金額1,564.23億元,滬、深港通南下交易淨流入3.92億及9.29億元人民幣。 濠賭股上揚,銀娛(00027.HK)漲4.2%,新濠國際(00200.HK)彈8.9%。教育股彈高,新東方在線(01797.HK)股價揚11.9%,思考樂教育(01769.HK)飆升22.4%。 【濠賭股搶高 阿里有支持】 部份科網股有支持,騰訊(00700.HK)全日股價上揚3.6%。阿里巴巴(09988.HK)全日股價抽升8.7%收110.4元,阿里健康(00241.HK)亦搶高7.7%。 螞蟻集團公布,兩名主要股東投票權發生變化,馬雲將不再是公司的實際控制人,惟公司股東及相關受益人的經濟利益不變。螞蟻表示,是次調整後公司股份表決權更加透明且分散,是對公司治理結構的進一步優化。 里昂發表報告指,螞蟻集團正優化公司治理結構,馬雲將不再是螞蟻的控制人。該行認為,螞蟻集團優化董事會結構及與阿里巴巴脫鉤,治理上有改善,標誌其完成監管改革又邁出重要一步。此外,高盛發表報告,預期中國互聯網行業盈利有進一步上升空間,將阿里巴巴納入「確信買入」名單,目標價由130元升至135元。 【手機股起舞 小米受追捧】 港股今日市寬向好,主板股票的升跌比率為29比13(上日20為比21),上升股份1,254隻(升幅3.5%);恆指成份股今日52隻股份上升,下跌股份20隻,升跌比率為68比26(上日為38比58);大市今日錄沽空229.19億元,佔可沽空股份成交額1,406.83億元的16.292%(上日為17.050%)。 手機相關股造好,舜宇(02382.HK)股價走高近3.9%,丘鈦(01478.HK)彈高13%,小米(01810.HK)全日股價上揚7.7%收12.1元。 瑞信發表報告指,隨著中國重新開放,小米對今年全球智能手機付運預測較兩個月前轉趨樂觀,預計2023年全球智能手機出貨量按年下跌5%至持平,而兩個月前預測為下跌5%至10%。該行對小米目標價為11.5元,評級「跑贏大市」。
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