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《即日市評》恆指跌成交不足千億 北水淨流出 聯通逆市揚
市場觀望美國今晚公布1月通脹數據,港股今日反覆造淡。IMF總幹事格奧爾基耶娃指金融市場有理由對前景更為樂觀,並指美國經濟可避免衰退,美股道指隔晚升1.1%,納指則升1.48%;執筆之時,美國10年期債券孳息率跌至3.692厘,美匯指數跌至103.07,道指期貨最新跌8點或0.02%,納指期貨最新跌0.06%。上證綜指升9點或0.28%收3,293點,深證成指跌0.15%,滬深兩市成交額共9,140億人民幣。 港匯觸及弱方保證,金管局於紐約時段承接42.23億港元沽盤。恆指高開71點,早段曾倒跌89點低見21,074點,中午前曾升73點見21,237點,其後再度回軟,全日跌50點或0.24%,收21,113點;國指跌34點或0.48%,收7,110點;恆生科技科數跌44點或1.01%,收4,330點。大市全日成交額降至976.71億元,滬、深港通南下交易各淨流出5.28億及9.39億元人民幣。耀才證券(01428.HK)澄清內地證券帳戶周四起暫停買入功能,直至待中國監管機構釐清相關的法規,耀才今日股價回升近11.9%收1.51元。 科網股造淡,騰訊(00700.HK)股價跌近2.1%,阿里巴巴(09988.HK)下滑1.4%,美團(03690.HK)微跌0.3%。而領展(00823.HK)今日下滑近1.4%收54元。聯通(00762.HK)股價逆市上揚3.8%,聯通與國家教育部簽署戰略合作協議,將賦能教育數字化轉型。 【科網股偏軟 藥明生物弱】 藥明生物(02269.HK)全日股價下跌近4%收62元,為跌幅最大藍籌股。藥明生物發盈喜,按國際財務報告準則(IFRS)初步評估,預計2022年度收益按年增加48.4%;利潤及歸屬股東利潤分別增長約29%及30%。按非國際財務報告準則,2022年經調整純利預計增長約47%。 麥格理指,藥明生物料去年收入按年增48.4%至153億元人民幣,符合該行及市場預測,但公司料去年純利按年升30%至44億元人民幣,則遜該行及市場預期,而且純利增長低於收入增長。 【市寬呈轉弱 物管股造好】 港股主板今日市寬轉弱,主板股票的升跌比率為17比22(上日19為比21);恆指成份股今日41隻股份上升,下跌股份29隻,升跌比率為54比38(上日為47比47)。大市今日錄沽空113.71億元,佔可沽空股份成交額839.84億元的13.539%(上日為20.198%)。 部份物管股有支持,華潤萬象生活(01209.HK)股價升3.4%,碧桂園服務(06098.HK)及中海物業(02669.HK)股價各漲1.7%及2.4%。 摩根大通發表報告指,整體內房銷售按年變化正在改善。隨著出現更多可持續銷售復甦的證明,內房板塊可能會在6個月內反彈。在目前估值下,該行於內房及物管國企股中更偏好中海外(00688.HK)和保利物業(06049.HK),高風險與回報主題股中偏好碧桂園服務及新城發展(01030.HK)。
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