《即日市評》港股回吐 阿里騰訊靠穩 藥股走弱
受友邦(01299.HK)、中國平安(02318.HK)及藥明生物(02269.HK)弱勢拖累,港股今日(17日)回落。美股昨因馬丁路德金紀念日休市一天;執筆之時,美國10年期債券孳息率升至3.557厘,美匯指數處102.31,道指期貨最新跌65點或0.19%,納指期貨最新跌0.5%。中國公布去年第四季GDP按年增2.9%、去年全年增3%,去年12月規模以上工業增加值按年增1.3%及零售銷售按年跌1.8%(對比去年11月跌5.9%)。上證綜指全日跌3點或0.1%收3,224點,深證成指升0.1%,滬深兩市成交額共逾7,071億元人民幣。
恆指低開68點後,早段曾倒升50點一度高見21,797點,其後回落並倒跌329點一度低見21,417點,全日跌169點或0.8%,收21,577點;國指跌36點或0.5%,收7,314點;恆生科指跌6點或0.1%,收4,500點。大市全日成交總額1,267.2億元,滬、深港通南下交易淨流入17.28億及25.6億元人民幣。
中國平安全日股價下滑近2.4%,友邦股價跌近2.7%收85.6元,摩根士丹利表示近日將友邦剔出分析員首選股名單。部份科網股偏好,騰訊(00700.HK)及阿里-SW(09988.HK)股價均升近1%。
【友邦股價軟 阿里呈靠穩】
內銀股偏弱,工行(01398.HK)及建行(00939.HK)股價各跌0.7%及近0.8%。匯豐環球研究指出,內地最近幾周疫情大規模爆發,拖累去年12月份經濟活動顯著放緩,內地去年第四季國內生產總值(GDP)按年增長放慢至2.9%,符合該行預期(好過市場預期1.6%);全年經濟增長放慢至3%,同樣符合該行預期,並高過市場預期的2.7%。該行指內地短期仍然存在挑戰,惟一旦形勢穩定,相信應出現更強勁的復甦。
舜宇光學(02382.HK)今日逆市上揚2.4%,瑞聲(02018.HK)股價漲2.5%。里昂發表報告,引述舜宇光學管理層指智能手機產品出貨量尚未有恢復跡象,指客戶定價壓力仍在,但產品均價未有下行空間。公司渠道庫存恢復至健康水平,並指手機部件業務價格競爭基本穩定。此外,儘管採用率仍不確定,但美國及南韓客戶升級趨勢如期推進。
【藥明生物挫 醫藥股走弱】
港股今日市寬轉弱,主板股票的升跌比率為13比27(上日22為比19),下跌股份1,151隻(跌幅2.5%);恆指成份股今日16隻股份上升,下跌股份55隻,升跌比率為21比72(上日為50比44);大市今日錄沽空192.88億元,佔可沽空股份成交額1,122.73億元的17.179%(上日為15.938%)。
藥明生物(02269.HK)全日股價下滑6.1%收69.4元,藥明康德(02359.HK)跌3.1%。開拓藥業-B(09939.HK)及先聲藥業(02096.HK)全日股價各下挫14%及15.1%。
藥明生物公布,其主要股東Biologics Holdings配售5,600萬股公司股份,相當於公司股本約1.32%,每股配售價為71元,較昨日(16日)收市價73.9元折讓3.92%,套39.76億元。
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