《即日市評》港股兔年首日升逾五百點 騰訊及小米強勢
受科網及金融股等帶動下,港股於兔年首個交易日(26日)紅盤高收。市場關注美企業績表現,美股道指隔夜(25日)反覆升9點或0.03%,納指跌0.18%;執筆之時,美國10年期債券孳息率處3.447厘,美匯指數處101.57,道指期貨最新升78點或0.23%,納指期貨最新升0.69%。而內地A股因新春假期休市,直至下周一(30日)起開市。離岸人民幣兌美元升逾300點處6.7335。
恆指紅盤高開341點,其後升幅擴大,最終以全日高位22,566點收市,升522點或2.37%。國指升223點或2.98%,收7,706點;恆生科技指數升194點或4.26%,收4,763點。大市全日成交總額1,195.55億元,滬、深港通南下交易因內地農曆新年假期暫停,本月30日恢復。
金融股有支持,友邦(01299.HK)、匯控(00005.HK)及港交所(00388.HK)全日股價各升2.7%、1.8%及1.8%,中國平安(02318.HK)及招行(03968.HK)各漲4.2%及4.5%。
【金融股上揚 騰訊返四百】
科網股造好,美團-W(03690.HK)及阿里-SW(09988.HK)全日分別升2.6%及1%,騰訊(00700.HK)股價升上400元關,全日上揚3.8%收406.8元。富瑞發表報告指,其對內地iOS遊戲流水的分析顯示,今年農曆新年前及假期首數日的流水按年趨勢均維持正面,而騰訊視頻號於央視春晚的直播成績理想,錄得1.9億的用戶觀看,高於去年的1.2億。
富瑞指,愛奇藝(IQ.US)的連續劇《狂飆》反應正面,自1月20日起的站內熱度已爆萬,並於1月24日創新高。而騰訊的《三體》於1月15日首播,已成為其連續劇系列最快熱度破2萬的劇集。
【升股千三隻 小米彈一成】
港股今日市寬向好,主板股票的升跌比率為31比12(上日32為比9),上升股份1,341隻(升幅3.7%);恆指成份股今日66隻股份上升,下跌股份9隻,升跌比率為87比12(上日為89比9)。大市今日錄沽空208.95億元,佔可沽空股份成交額1,078億元的19.383%(上日為19.18%)。
手機股受捧,舜宇(02382.HK)升8.5%,丘鈦(01478.HK)搶高近11%,小米-W(01810.HK)股價彈高近12.5%,收報13.34元。中銀國際上周曾發表報告指,消費信心恢復正在扭轉高端安桌手機需求,Mi-13已連續三周高踞內地高端安桌手機銷售榜榜首,指更健康的庫存、芯片降價、小米未來將推出電動車等描繪今年更好前景。
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