《即日市評》港股再跌 科網股弱 電視廣播飆逾八成
美聯儲局主席鮑威爾指準備加快加息步伐,最終利率水平可能較之前預期更高,港股今日(8日)受壓。鮑威爾指美國將堅持2%的通脹目標及不考慮改變,美股道指及納指隔晚各跌1.7%及1.25%;執筆之時,美國10年期債券孳息率升至3.983厘,美匯指數升至105.68,道指期貨最新升43點或0.13%,納指期貨最新升0.14%。上證綜指微跌1點或0.06%,收3,283點,深證成指跌近0.1%,滬深兩市成交額共7,185億人民幣。
恆指低開277點後跌幅擴大,曾跌565點一度低見19,969點,全日跌483點或2.4%,收20,051點;國指跌185點或2.7%,收6,727點;恆生科技指數跌133點或3.2%,收3,989點。大市全日成交總額1,174.79億元,滬、深港通南下交易淨流人41.97億及45.98億元人民幣。聯通(00762.HK)及中電信(00728.HK)股價各上揚近3.5%及2.9%。
【憂美加息步伐 科網股造淡】
科網股受壓,騰訊(00700.HK)及美團-W(03690.HK)股價各下滑2.1%及4.4%,阿里-SW(09988.HK)股價走低3.2%收85.75元,京東-SW(09618.HK)跌4.3%,而新東方在線(01797.HK)股價急跌9.8%收36.05元。。
高盛發表報告指,美國聯儲局主席鮑威爾隔晚(7日)稱,考慮到最近增長和通脹數據,最終利率水平或較之前預期高。如果所有獲得的數據顯示需要加快收緊政策,聯儲局將準備加快加息步伐。該行預計,在3月份議息會議將加息50個點子,今年全年利率高峰介乎5.5至5.75%。
【電視廣播飆 媒體股炒高】
港股主板今日市寬續弱,主板股票的升跌比率為9比31(上日14為比27),下跌股份1,338隻(跌幅2.7%);恆指成份股今日3隻股份上升,下跌股份73隻,升跌比率為4比96(上日為42比55)。大市今日錄沽空224.63億元,佔可沽空股份成交額986.26億元的22.776%(上日為17.204%)。
電視廣播(00511.HK)與淘寶首次進行直播,截至3月8日零時全場直播銷售額突破2,350萬元人民幣,電視廣播股價急升85.1%收13.4元,成交額15.01億元。TVB關連方邵氏兄弟(00953.HK)股價飆升318%,成交額2.17億元。
其他媒體股急漲,英皇文化產業(00491.HK)升93.2%,有線寬頻(01097.HK)及鳳凰衛視(02008.HK)各炒高19.2%及11.6%。網購股香港科技探索(01137.HK)股價彈高27.6%。
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