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《即日市評》港股偏軟及成交不足千億 美團「十連跌」
受美團(03690.HK)及阿里(09988.HK)弱勢拖累,港股今日反覆造淡。美國去年12月零售銷售按月跌1.1%,令市場憂美國經濟衰退風險,美股道指及納指隔晚各跌1.8%及1.2%;執筆之時,美國10年期債券孳息率跌至3.342厘,美匯指數升至102.16,道指期貨最新跌86點或0.26%,納指期貨最新跌0.1%。總理李克強指內地經濟將加快恢復和回升,上證綜指全日升15點或0.5%收3,240點,深證成指升0.87%,滬深兩市成交額逾6,870億人民幣。 恆指今早低開225點,初段跌幅曾擴大至294點一度低見21,383點,其後跌幅收窄,午後曾倒升76點一度高見21,754點,全日跌27點或0.1%,收21,650點;國指跌27點或0.4%,收7,312點;恆生科技指數跌74點或1.7%,收4,449點。大市全日成交總額降至925.97億元,滬、深港通南下交易因農曆新年假期暫停,本月30日恢復。騰訊(00700.HK)股價升0.7%。 【美團十連跌 李寧有支持】 阿里巴巴全日股價跌1.7%,美團全日股價下滑2.1%收160.2元,已連跌十個交易日(累跌16%)。快手(01024.HK)今日股價下滑6%收68.15元。快手公布其控股股東達佳發展昨(18日)通過場外大宗交易方式,向一名買方出售合共5,471.38萬股公司B類股份,佔公司目前已發行股本約1.26%,對價為每股69.06元,較昨日收市價72.5元折讓4.7%。 特步(01368.HK)及李寧(02331.HK)今日股價各走高6%及3.9%。高盛近日發表報告指,體育服裝品牌的銷售額令人鼓舞,料品牌在以積極折扣清理淡季產品後,庫存水平得到良好管理,為銷售增長開始後利潤率恢復鋪路。雖然該行認為今年首兩個月的基數很高,尤其是李寧,惟繼續看好李寧(維持「確信買入」名單),認為其具有強大的品牌形象、更清潔的渠道庫存和完整的長期市場份額增長。 【創科挫半成 中海油服弱】 港股今日市寬變動不大,主板股票的升跌比率為20比18(上日21為比18);恆指成份股今日41隻股份上升,下跌股份34隻,升跌比率為54比45(上日為54比39);大市今日錄沽空160.44億元,佔可沽空股份成交額798.54億元的20.091%(上日為17.046%)。 創科(00669.HK)全日挫5.4%。富瑞發表報告指,去年12月份電動工具需求繼續全面走弱,料令創科去年12月份銷售額按年跌27%,估計去年下半年則按年跌10%,去年12月份及去年下半年的消費者業務跌幅較原預期大。該行表示,在零售層面而言,正等待庫存有更明確的去庫存跡象,並關注專業客戶能否在美國經濟衰退迫在眉睫的情況下保持彈性。 中海油服(02883.HK)全日股價下滑8%收9元。大和發表報告指,中海油田服務早前發盈喜,預期去年純利介乎21億元至25億元人民幣,按年增長約5.7倍至近7倍。不過該行仍指公司業績表現遜於該行預期,並意味去年第四季純利僅介乎3,900萬至4.39億元人民幣,按季倒退55%至96%,估計是由於資產減值入賬所致。
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