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《即日市評》港股造淡 汽車及濠賭股舞高
市場觀望美聯儲局對未來加息步伐取態,港股今日回落。美股昨晚個別發展,道指跌0.3%但納指升0.6%;執筆之時,美國10年期債券孳息率跌至3.55厘,美匯指數處103.16,道指期貨最新跌46點或0.14%,納指期貨最新跌0.05%。上證綜指全日跌6點或0.21%收3,169點,深證成指升0.5%,滬深兩市成交額7,472億人民幣。 恆指低開17點,曾倒升7點一度高見21,395點,其後曾跌200點一度低見21,187點,全日跌56點或0.3%,收21,331點;國指跌22點或0.3%,收7,263點;恆生科技指數跌12點或0.3%,收4,558點。大市全日成交總額1,313.56億元,滬、深港通南下交易淨流入10.58億及9.44億元人民幣。 科網股走個別,阿里巴巴(09988.HK)跌0.8%,騰訊(00700.HK)反覆升0.1%,嗶哩嗶哩(09626.HK)股價走低4.3%。 【電動車股揚 吉利受追捧】 中資汽車股受追捧,比亞迪(01211.HK)及吉利(00175.HK)股價各走高2.9%及6%,蔚來(09866.HK)及理想汽車(02015.HK)股價各升6.2%及6.8%,小鵬汽車(09868.HK)股價走高4.4%。 乘聯會公布,內地去年12月乘用車市場零售達到216.9萬輛,按年增長3%,與去年11月按年下降9.1%形成巨大的反差,去年12月零售按月增長31.4%。新能源乘用車方面,去年12月批發銷量達到75萬輛,按年增長48.9%,按月增2.5%,在車購稅減半政策下,新能源車不僅沒有受到影響,反而持續走強。 吉利昨收市後公布,公司今年銷量目標為165萬部,較去年所實現總銷量增長約15%。其中,新能源汽車銷量目標較去年所實現之總銷量增加100%以上。 【市寬呈轉弱 濠賭股上揚】 港股今日市寬轉弱,主板股票的升跌比率為18比22(上日29為比13);恆指成份股今日33隻股份上升,下跌股份35隻,升跌比率為43比46(上日為68比26);大市今日錄沽空193.04億元,佔可沽空股份成交額1,178.63億元的16.378%(上日為16.292%)。 澳門旅遊局公布周五起推往返港澳交通票務優惠吸引香港遊客,濠賭股今日受捧,金沙中國(01928.HK)股價搶高4.8%,銀娛(00027.HK)漲0.6%,新濠國際(00200.HK)彈6%,美高梅中國(02282.HK)走高3.6%。 瑞銀發表報告,指澳門賭業今年開局令人鼓舞,過去八日的日均博彩收入約2.62億元澳門元,顯著高於12月份的每日約1.12億澳門元。前日(8日)適逢新年假期和與港澳邊境重新開放。該行認為,即將到來的農曆新年假期的旅遊需求可能會很強勁,假期期間酒店平均價格會上漲。酒店平均房價約為每晚3,700港元,而去年春節約為每晚1,500港元。
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