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《即日市評》騰訊領航大市 康師傅績後挫一成
受騰訊(00700.HK)及美團-W(03690.HK)等升勢帶動下,恆指今日(28日)回升。美國第一公民銀行(FCNCA.US)收購倒閉的矽谷銀行(SVB),美股道指隔晚升0.6%,但納指跌0.47%,執筆之時,美國10年期債券孳息率升至3.566厘,美匯指數跌至102.72,道指期貨最新升56點或0.17%,納指期貨最新跌0.22%。上證綜指今日跌6點或0.19%收3,245點,深證成指跌0.7%,滬深兩市成交額共1逾萬億元人民幣。 恆指今早高開120點,初段曾倒跌8點一度低見19,559點,午後升幅曾擴大至307點見19,875點,全日升216點或1.1%,收19,784點;國指升81點或1.2%,收6,729點;恆生科技指數升38點或0.9%,收4,144點。大市全日成交總額1,061.35億元,滬、深港通南下交易淨流入23.16億及19.84億元人民幣。領展(00823.HK)全日跌0.6%收50.05元,公司指供股獲240%認購,預期繳足股款的供股基金單位將於周四(30日)在聯交所開始買賣。商湯-W(00020.HK)股價下滑4.6%。 【騰訊受追捧】 科網股走個別,阿里-SW(09988.HK)跌近1.2%收84.25元,美團升2.4%,而騰訊則股價漲4.2%收378.2元領航大市。內媒報道,嶺南股份(002717.SZ)於互動平台表示,騰訊即將推出的chatGPT產品,相信也會精雕細琢,成為經典產品與應用。嶺南股份補充,與騰訊簽訂關於AI及大數據等技術合作的戰略協議,有機會與騰訊探索最新產品與應用的合作。嶺南股份A股股價彈高近10%。 國泰君安發表報告指,內地3月進口及國產版號密集下發,版號常態化思路明確,產品周期加速啟動推動行業復甦,推薦股份包括騰訊、嗶哩嗶哩-SW(09626.HK)、心動公司(02400.HK),受益標的網易-S(09999.HK)。該行指,首批進口版號超預期下發,國產版號再證常態化思路。本批進口遊戲版號共下發27款,版號數量較上一批環比平穩。下發時點上,進口版號自去年12月恢復下發,一度中斷548天,此次下發時點較歷年各批次下半年或年末時點有所前移,較上次發布時隔僅3個月,進口版號常態化思路逐步展現。 【市寬呈改善 康師傅下挫】 港股主板市寬改善,主板股票的升跌比率為20比19(上日為12比29);恆指成份股今日56隻股份上升,下跌股份19隻,升跌比率為74比25(上日為21比78)。大市今日錄沽空169.44億元,佔可沽空股份成交額904.88億元的18.725%(上日為18.25%)。 康師傅(00322.HK)全日股價挫10.4%收12.7元。花旗指,康師傅去年核心純利按年跌30%,符合該行預期,但遜市場預期一成。該行集團管理層今年收入高單位數增長指引令人失望,差於同業統一企業中國(00220.HK)的8%至12%增長指引。康師傅管理層亦承認需增加廣告開支比率,以收復被統一搶走的市場份額,因統一並沒有追隨康師傅產品提價。該行予康師傅「中性」評級及目標價11.76元。
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