《即日市評》港股反覆升 網遊股造好 網易彈高逾6%
港股今日反覆上升。美股隔晚個別發展,道指跌391點或1.1%及納指升0.1%;執筆之時,美國10年期債券孳息率跌至3.485厘,美匯指數處102.15,道指期貨最新升4點或0.01%,納指期貨最新跌0.04%。日本央行維持貨幣政策不變,利率保持在負0.1厘不變符合預期,而10年期日債孳息率目標上下波動區間則維持在0.5個百分點,日圓匯價受壓,日經指數則升2.5%。副總理劉鶴指今年內地經濟增速大概率達到正常水平,實現整體性好轉。上證綜指全日微升0.16點收3,227點,深證成指升0.09%,滬深兩市成交額逾6,357億人民幣。
恆指低開62點,初段曾跌155點一度低見21,422點,其後曾倒升114點曾高見21,691點,其後反覆上落,全日升100點或0.47%,收21,678點;國指升26點或0.4%,收7,340點;恆生科技指數升24點或0.5%,收4,524點。大市全日成交總額1,278.34億元,滬、深港通南下交易淨流入15.38億及15.27億元人民幣。阿里巴巴(09988.HK)及美團(03690.HK)股價分別走低0.3%及0.7%。
【網易受追捧 內房股走弱】
網遊股造好,騰訊(00700.HK)及網易(09999.HK)股價各升1.7%及6.5%。高盛發表報告指,網易重磅遊戲《逆水寒》手遊獲批版號,加上另一手遊《蛋仔派對》近期的趨勢,上調集團今明兩年遊戲收入預測,反映未來遊戲的產品線能見度更佳。摩根士丹利預期,網易增長拐點提早至首季出現,原預期為第二季才出現。
部份內房股受壓,碧桂園(02007.HK)及新城發展(01030.HK)股價各挫6.4%及6%,旭輝(00884.HK)走低近6%。深圳市住建局發布保障性住房相關的4份徵求意見,提到為建立多主體供給、多渠道保障、租購併舉的住房制度,完善本市住房保障體系,深圳將推出共有產權住房,住房將按照土地出讓時市場參考價格的50%,買家需持有的產權份額原則上不低於50%,同時亦不再安排建設安居型商品房。
【市寬呈改善 中升有沽壓】
港股今日市寬呈改善,主板股票的升跌比率為21比18(上日13為比27);恆指成份股今日41隻股份上升,下跌股份30隻,升跌比率為54比39(上日為21比72);大市今日錄沽空195.36億元,佔可沽空股份成交額1,146.02億元的17.046%(上日為17.179%)。
小鵬汽車(09868.HK)全日股價走低2.9%,公司昨日起啟動G3i、P5及P7的新年新價格體系,減價幅度介乎2萬至3.6萬元人民幣。汽車經銷股今日亦受壓,中升(00881.HK)股價下挫8.3%,永達汽車(03669.HK)及美東汽車(01268.HK)股價各跌2.6%及4.4%。
瑞信發表報告指,小鵬汽車日前正式宣布旗下「P7」、「P5」及「G3」車型售價將下調,將出乎意料的降價,歸因於小鵬汽車車輛交付量的急劇下降,指出1月上旬交付量按月下降37%,相信是由於補貼政策及Tesla(TSLA.US) 降價帶來的顯著壓力。
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