《即日市評》恆指倒跌 中資電訊股吐 三桶油揚
阿思達克 03-07 16:49
受中資電訊股回吐拖累下，恆指今日反覆下跌。市場觀望美聯儲局主席鮑威爾將出席參議院金融委員會作證的發言，美股道指及納指隔晚各升0.12%及跌0.1%。執筆之時，美國10年期債券孳息率跌至3.934厘，美匯指數跌至104.28，道指期貨最新升42點或0.1%，納指期貨最新升0.3%。中國首兩月美元計出口按年降6.8%(市場原預期降9%)、中國首兩月美元計進口按年降10.2%(市場原預期降5.5%)，上證綜指反覆跌36點或1.1%收3,285點，深證成指跌近2%，滬深兩市成交額共9,326億人民幣。
恆指高開3點後升幅擴大，曾升402點一度高見21,005點，午後曾倒跌244點一度低見20,358點，全日跌68點或0.3%，收20,534點；國指跌25點或0.36%，收6,912點；恆生科技指數跌54點或1.3%，收4,122點。大市全日成交總額1,277.11億元，滬、深港通南下交易各淨流出1.26億及淨流入13.59億元人民幣。
中資電訊股回吐，中移動(00941.HK)、中電信(00728.HK)及聯通(00762.HK)股價各下滑2.7%、4%及5.5%。科網股走個別，騰訊(00700.HK)及美團(03690.HK)各跌1.7%及3.5%，阿里巴巴(09988.HK)股價則升1.5%。
【電訊股下滑 石油股造好】
「三桶油」造好，中海油(00883.HK)股價上揚3.3%收12.38元，中石油(00857.HK)及中石化(00386.HK)股價各漲4.4%及4.2%。高盛發表報告預計，布蘭特原油將於本月開始走高，並在12月達到每桶100美元。該行指油價受未來幾個月的基本面的影響，大於更遠期的基本面的影響，加上預期6月庫存相對需求將恢復赤字，以及估計油價相對於庫存現在看來仍低。
中海油田服務(02883.HK)股價漲2.7%。花旗指中海油服股價由1月中旬高位已累積回落15%，相信原因包括獲利回吐、憂慮因鑽井平台改造成本較高令公司首季業績可能出現下滑。惟該行認為是市場多慮，並認為該股在估值上升周期具吸引力。
【跌股千一隻 周大福受壓】
港股主板今日市寬轉弱，主板股票的升跌比率為14比27(上日19為比20)，下跌股份1,158隻(跌幅2.6%)；恆指成份股今日32隻股份上升，下跌股份42隻，升跌比率為42比55(上日為63比32)。大市今日錄沽空186.45億元，佔可沽空股份成交額1,083.77億元的17.204%(上日為19.975%)。
周大福(01929.HK)全日股價下挫6%收14.66元。富瑞發表報告指，周大福董事陳世昌辭任令市場感到驚訝，但預料對集團提高其毛利率的中期目標沒有大改變。但該行認為其內地同店銷售趨勢仍有不確定性，料今年1月至2月中期間，內地同店銷售跌幅按季有所收窄。
該行相信，周大福股價在短期內對內地同店銷量較為敏感，令集團近期表現較同業疲弱；而基於每店銷量下跌，亦令市場擔憂其經營去槓桿，該行予其目標價18元，維持「買入」評級。
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