《即日市評》恆生科指跌近半成 騰訊及阿里急滑
阿思達克 01-30 16:52
科網股及金融股有沽壓，恆指今日向下及險守兩萬二關。美股道指及納指上周五各升0.08%及近1%，市場關注美聯儲局本周四議息結果及未來指引；執筆之時，美國10年期債券孳息率跌至3.527厘，美匯指數升至101.9，道指期貨最新跌202點或0.59%，納指期貨最新跌1%。A股春節長假後今日上升，上證綜指升0.1%收3,269點，深證成指升1%，滬深兩市成交額共1.06萬億人民幣。
恆指低開109點後跌幅擴大，尾市曾跌696點一度低見21,992點，全日跌619點或2.7%，收22,069點。國指跌277點或3.6%，收7,496點；恆生科技指數跌233點或4.8%，收4,580點。大市全日成交總額增至2,032.48億元，滬、深港通南下交易淨流出21.57億及15.62億元人民幣。
金融股受壓，中國平安(02318.HK)及建行(00939.HK)股價各跌5.1%及2.5%，港交所(00388.HK)下滑3.9%。內需股李寧(02331.HK)跌4.3%。
【科指跌逾4% 騰訊阿里挫】
科網股沽壓重，騰訊(00700.HK)全日挫6.7%收387.2元，失守400元關，阿里巴巴(09988.HK)下滑7.1%，京東(09618.HK)及小米(01810.HK)股價均走低5.6%，嗶哩嗶哩-W(09626.HK)跌8.5%。據《IT之家》報道，抖音超市已在APP內正式開門迎客，全國各地用戶可以在抖音內進行線上超市的購物體驗，抖音超市涵蓋商品包括零食乳飲、紙品洗衣、酒水保健、家庭清潔及個護美妝等。
里昂上周五發表中國市場策略報告表示，中國股市自去年10月以來呈強勁反彈，但該行認為，從市場廣度的角度來看，MSCI中國指數面臨較高的回調風險。該行指，通過使用股價高於200天移動平均線的公司百分比作為市場寬度的指標分析，該數據在十三周內從5.4%躍升至83.3%，反映出中國離岸股票的反彈強勁。然而，當市場廣度高於75%之時，歷史數據顯示MSCI中國指數平均每周回報率下降0.37%。
【跌股千三隻 碧桂園下挫】
港股今日市寬轉弱，主板股票的升跌比率為12比31(上日24為比17)，下跌股份1,343隻(跌幅3.4%)；恆指成份股今日17隻股份上升，下跌股份56隻，升跌比率為22比74(上日為62比35)。大市今日錄沽空367.26億元，佔可沽空股份成交額1,874.77億元的19.59%(上日為20.983%)。
內房股下挫，碧桂園(02007.HK)下滑8.3%，旭輝(00884.HK)走低8.6%。美銀證券發表報告指出，根據克而瑞數據，內地47個城市於春節假期的新房銷量按年跌30%。然而，由於假期期間銷售登記暫停，追蹤客流量更有意義。根據CREIS中指數據庫，開發商銷售中心於春節假期的一手客流量按年略有改善。
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