《即日市評》恆指再升 內險股搶高 平安彈9%
阿思達克 04-27 16:59
期指今日結算，恆指今日反覆上升。市場仍憂慮美國銀行業情況及經濟前景，美股道指及納指隔晚各跌0.7%及升0.5%，執筆之時，美國10年期債券孳息率升至3.475厘，美匯指數處101.37，道指期貨最新升79點或0.24%，納指期貨最新升0.7%。內地首季規模以上工業企業利潤按可比口徑計按年跌21.4%。上證綜指今日升21點或0.67%收3,285點，深證成指升0.28%，滬深兩市成交額共1.04萬億人民幣。
恆指低開20點後爭持，在金融股帶動下，午後曾升123點一度高見19,880點，收市升83點或0.4%，報19,840點；國指升21點或0.3%，收6,675點；恆生科技指數跌10點或0.3%，收3,861點。大市全日成交總額970.88億元，滬、深港通南下交易淨流入4.34億及10.63億元人民幣。
騰訊(00700.HK)股價跌0.9%，阿里巴巴(09988.HK)走低1.8%。晶片股走個別，中芯(00981.HK)漲0.2%，華虹半導體(01347.HK)股價挫近9%。
【內險股搶高 平安受追捧】
內險股搶高，國壽(02628.HK)及太保(02601.HK)股價各上揚5.1%及4.6%，中國太平(00966.HK)漲近4.7%，中國平安(02318.HK)全日股價彈高9.02%收56.2元。中金發表報告指，中國平安新業務價值連續三年下跌後今年首季度實現單季正增長。首季平安壽險新業務價值按年增長8.8%，略超該行預期1.7%。另外，淨利潤按年增長48.9%，超過該行預期2.8%，主要由於投資端彈性好於該行預期。
中金行指，再度提示中國平安過去一段時間股價已經明顯弱於基本面，判斷平安負債端趨勢大概率類似太保，只是拐點略微滯後，認為市場當前對於平安持有較為負面的預期對股價帶來的壓制，有望在數據持續轉好後逐步改善，一季報超預期也將提供修復催化。
【市寬呈轉弱 招行挫半成】
港股主板市寬轉弱，主板股票的升跌比率為20比18(上日為24比15)；恆指成份股今日41隻股份上升，下跌股份33隻，升跌比率為54比43(上日為70比26)。大市今日錄沽空184.24億元，佔可沽空股份成交額830.89億元的約22.174%(上日為20.745%)。
招行(03968.HK)全日股價下滑近5.2%收37.5元。瑞銀發表報告指，招行首季稅後淨利按年升8%至388億元人民幣，遜該行預期；收入按年跌2%，較該行預期按年升2%疲弱，主要是銀行淨利息收入增長大致上符合預期，惟淨手續費收入按年跌13%遜預期。瑞銀認為第一季盈利增長相對疲軟或是行業遇上逆風，而不是招行個別問題。
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