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《即日市評》港股跌 美團弱 阿里曾彈半成後靠穩
受騰訊(00700.HK)及美團(03690.HK)走弱拖累,港股今日反覆向下。市場續關注歐美銀行風波的發展,美股道指及納指上周五(24日)各反覆升0.4%及0.3%,執筆之時,美國10年期債券孳息率升至3.415厘,美匯指數升至103.11,道指期貨最新升110點或0.34%,納指期貨最新升0.16%。內地首兩月規模以上工業企業利潤按年跌22.9%,上證綜指今日跌14點或0.44%收3,251點,深證成指升0.12%,滬深兩市成交額共1.14萬億人民幣。 恆指今早低開63點,跌幅曾擴大至406點一度低見19,509點,中午前曾倒升23點一度高見19,938點,惟午後再度向下,全日跌347點或1.8%,收19,567點;國指跌146點或2.2%,收6,648點;恆生科技指數跌119點或2.8%,收4,105點。大市全日成交總額1,271.96億元,滬、深港通南下交易淨流入37.52億及20.3億元人民幣。 【美團績後挫 阿里呈反覆】 騰訊分派美團股份陸續轉至股東賬戶,而美團公布去年業績後,今日股價下挫6.3%收131.4元,騰訊股價走低3.7%收362.8元。海通國際表示,美團去年第四季純利大致符合市場預期,但料今年旗下到店業務毛利率會受壓,長期利潤率從逾40%下修至35%,但認為股價已反映相關因素,並指其他業務鞏固。該行料美團與抖音競爭下全年壓力應該會持續,但認為股價已調整至合適水平。摩根士丹利下調對美團目標價至180元,指公司對到店業務採防禦性策略,或拖低中期毛利率前景。 市場關注創辦人馬雲動向,阿里巴巴(09988.HK)全日股價曾高見89.95元一度彈高5.5%,全日收85.25元微跌不0.1%。雲谷教育微信公號表示,馬雲到訪杭州雲谷學校,與校園長討論未來教育。馬雲稱,ChatGPT這類技術已經對教育帶來挑戰,但ChatGPT這類技術只是AI時代的開始,未來要用人工智能去解決問題,而不是被人工智能所控制,雖然人的體力、腦力比不過機器,但機器只有「芯」,而人有「心」。 【跌股千二隻 兗煤逆市彈】 港股主板市寬轉弱,主板股票的升跌比率為12比29(上日為17比23),下跌股份1,233隻(跌幅2.7%);恆指成份股今日16隻股份上升,下跌股份59隻,升跌比率為21比78(上日為26比64)。大市今日錄沽空200.89億元,佔可沽空股份成交額1,100.77億元的18.25%(上日為15.983%)。 中國宏橋(01378.HK)全日股價挫近8.1%收7.39元,成跌幅最大藍籌股,公司公布去年利87.02億元人民幣按年跌45.9%;每股盈利0.9358元。派每股末期息10港仙(上年同期派60港仙),期內收入升15%,集團產品的整體毛利率約為13.8%,較去年同期的約26.6%下降約12.8個百分點。 煤股走個別,神華(01088.HK)股價下滑近5.3%,兗煤能源(01171.HK)股價彈高近9.6%。兗煤能源公布去年入共計1,546.02億人民幣按年增加42.3%,錄得純利304.08億人民幣增長79.5%,每股收益6.15元人民幣。每10股派末期息30.7元人民幣及特別息12.3元人民幣,另擬每10股送紅股5股。
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