《即日市評》恆指跌北水流出 憂抖音競爭 美團捱沽
受美團(03690.HK)及阿裏(09988.HK)走弱拖累,港股今日回落。聯儲局主席鮑威爾料美國今年通脹將大幅下降,但估計要到明年通脹率才能降至接近2%目標,美股道指及納指隔晚各升0.78%及1.9%。執筆之時,美國10年期債券孳息率升至3.653釐,美匯指數跌至103.14,道指期貨最新跌76點或0.22%,納指期貨最新跌0.24%。上證綜指跌15點或0.49%收3,232點,深證成指跌0.62%,滬深兩市成交額共8,048億人民幣。
恆指今早低開14點,早段曾升144點一度高見21,443點,其後曾跌119點一度低見21,178點,全日跌15點或0.1%,收21,283點;國指跌42點或0.6%,收7,189點;恆生科技指數跌84點或1.88%,收4,431點。大市全日成交總額1,156.01億元,滬、深港通南下交易淨流出14.93億及淨流入2.17億元人民幣。騰訊(00700.HK)股價升0.6%,但阿裏巴巴(09988.HK)跌1.2%。
【憂抖音競爭 美團快手挫】
市場關注抖音或加入本地服務競爭,美團(03690.HK)挫6.5%報153.1元,快手(01024.HK)跌6.2%報62.5元。移卡(09923.HK)旗下千千惠爲抖音主要本地生活服務商之一,股價炒上13.1%。
麥格理髮表報告指,市場似乎擔心抖音進軍本地服務業務令競爭加劇,令美團的市場份額前景處守勢,惟該行認爲,本地服務業的市場滲透率仍然很低,對於多個參與者而言,仍有足夠的擴張空間。但相比品牌而言,零售盈利能力較弱,故於對現有參與者的貨幣化率帶來的中期影響更爲重要。該行給予美團目標價220元,評級爲「跑贏大市」。
此外,野村發表報告,重申對移卡「買入」評級,上調目標價由22元升至35元,料移卡可受惠抖音擴展電商貨幣化的趨勢。該行料移卡旗下到店業務或可受益於抖音擴展電商業務的增長,料移卡旗下相關業務於今明兩年收入將可各升102%及100%,料至2024年可佔公司總收入22%,並可享有更佳的營運槓桿。
【主板市寬弱 百度股價吐】
港股主板今日市寬轉弱,主板股票的升跌比率爲18比21(上日22爲比18);恆指成份股今日47只股份上升,下跌股份27只,升跌比率爲62比36(上日爲46比42)。大市今日錄沽空175.66億元,佔可沽空股份成交額1,004.01億元的17.496%(上日爲14.843%)。
百度(09888.HK)股價下滑3.1%收157.4元,軟銀減持商湯(00020.HK)5,000萬股,商湯全日股價跌6.6%。網易(09999.HK)有道據報研發教育場景下ChatGPT模型,股價尾市曾升逾5%,收市僅升1.1%。
據內媒報道,百度董事長兼首席執行官李彥宏今年一季度OKR內容,其關鍵任務爲「引領搜索體驗的代際變革」,這或在暗示百度搜索將全線接入文心一言,搜索產品將迎來顛覆性變化。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.