《即日市評》港股回升 騰訊及「B站」揚 安踏受捧
阿思達克 03-21 17:03
市場暫緩對銀行AT1債券危機的憂慮，港股今日(21日)回升。歐央行總裁拉加德指歐元區銀行在瑞信(CS.US)的風險敞口非常有限，對於瑞士把瑞信額外一級資本債券價值清零，她指瑞士並無為歐洲設定標準，美股道指及納指隔夜各升1.2%及0.4%；執筆之時，美國10年期債券孳息率升至3.517厘，美匯指數跌至103.35，道指期貨最新升104點或0.3%，納指期貨最新升0.2%。上證綜指今日升20點或0.64%，收3,255點，深證成指升1.6%，內地創業板指數漲近2%，滬深兩市成交額共8,930億元人民幣。
恆指高開118點，中午前升幅曾收窄至17點，低見19,018點，午後升幅曾擴大至逾290點，一度高見19,295點，全日升258點或1.4%，收19,258點；國指升80點或1.2%，收6,549點；恆生科技指數升94點或2.5%，收3,965點。大市全日成交總額1,024.33億元，滬、深港通南下交易淨流入16.19億及11.63億元人民幣。
科網股偏好，阿里-SW(09988.HK)及美團-W(03690.HK)股價各升1.6%及0.9%。中移動(00941.HK)股價下滑1.4%。
【騰訊B站漲 遊戲版號批】
遊戲股造好，騰訊(00700.HK)今日股價走高2.6%，明日(22日)將公布去年業績。嗶哩嗶哩-w(09626.HK)全日股價抽升6.9%收181元。高盛發表報告指出，國家新聞出版署昨日(20日)發布今年首批進口網絡遊戲版號，而對上一次進口網絡遊戲版號批覆為100日前，對上一次國產網絡遊戲版號批覆為38日前，符合該行對版號正常化的預期。
高盛認為，更重要的是嗶哩嗶哩的「閃耀!優俊少女」亦獲批，該手遊的日文版為日本2021年IOS最高收入手遊，發布後首月已創造約10億人民幣的收入，於2月23日達至3億元人民幣。該遊戲的中國用戶約20萬人，佔日本伺服器總用戶240萬人的7%至8%。
【安踏績後彈 藥明系造好】
港股主板市寬改善，主板股票的升跌比率為26比13(上日為9比34)，上升股份1,116隻(升幅近3%)；恆指成份股今日49隻股份上升，下跌股份23隻，升跌比率為64比30(上日為1比96)。大市今日錄沽空171.15億元，佔可沽空股份成交額888.91億元的19.254%(上日為22.5%)。
體育用品股揚，李寧(02331.HK)股價走高5.7%，安踏體育(02020.HK)股價彈高9.2%收108.9元。高盛指，安踏去年下半年純利40億元人民幣，按年升3%，較該行預期高9%，這主要受惠於更好的其他收入，例如政府補助和外匯收益。集團的收入、毛利率和營運利潤率均大致符合預期。
藥明生物(02269.HK)股價彈近8.9%，藥明康德(02359.HK)上揚8.6%。高盛發表報告指，藥明康德管理層指引今年收入增長按年升5%至7%符合預期，而銷售指引亦意味按年升30%(撇除新冠商業化產品)，另外經調整非國際財務準則(non-IFRS)毛利指引按年升12%至14%，意味著毛利率有望改善260個基點，勝於該行預期。
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