《即日市評》恆指再跌 中資金融股走弱 車股逆市揚
阿思達克 05-10 16:52
受中資金融股拖累下，港股今日持續向下。市場觀望美國公布通脹數據、關注美國債務上限僵局，美股道指及納指隔晚各跌0.2%及0.6%；執筆之時，美國10年期債券孳息率處3.517厘，美匯指數升至101.69，道指期貨最新跌31點或0.09%，納指期貨最新跌0.2%。上證綜指今日跌38點或1.2%收3,319點，深證成指升0.1%，內地創業板指數升0.7%，滬深兩市成交額共1.02萬億人民幣。
恆指低開7點後跌幅擴大，曾跌170點一度低見19,696點，全日跌105點或0.53%，收19,762點；國指跌51點或0.77%，收6,683點；恆生科技指數升12點或0.34%，收3,811點。大市全日成交總額988.03億元，滬、深港通南下交易淨流入12.08億及2.82億元人民幣。
科網股走個別，騰訊(00700.HK)股價升近0.4%收329.6元，阿里巴巴(09988.HK)升0.9%，美團(03690.HK)跌近1%。內房股下滑，龍湖(00960.HK)及中國海外(00688.HK)各跌3.9%及3.3%。
【科網走個別 內銀股續吐】
中資金融股造淡，建行(00939.HK)、工行(01398.HK)、中行(03988.HK)全日股價分別走低2.2%、3%及近3%，中國平安(02318.HK)股價跌1.8%，國壽(02628.HK)下滑2.7%。
瑞銀發表中國市場策略報告指，國際機構投資者截至3月底止季度對中資股的持倉降低0.6個百分點，料外資基金對中資股倉位再次接近去年10月低位。不過，該行指，由於內地政府的支持性政策和目前為止經濟復甦趨勢，以及好過預期的信貸數據和節日銷售數據等，仍然看好中國股票市場。該行預計未來幾季隨著收入持續反彈，以及商品價格下跌開始有利於企業純利，料利潤率將會擴大。
【市寬略改善 車股逆市揚】
港股主板市寬略改善，主板股票的升跌比率為18比21(上日為11比29)；恆指成份股今日26隻股份上升，下跌股份49隻，升跌比率為34比64(上日為11比88)。大市今日錄沽空132.14億元，佔可沽空股份成交額857.65億元的約15.407%(上日為14.065%)。
汽車股今日逆市升，長汽(02333.HK)股價彈高6.1%，吉利(00175.HK)、理想(02015.HK)及北汽(01958.HK)各升近2%、3.1%及2.2%，比亞迪(01211.HK)股價上揚2.4%，
工信部等部門公布，自2023年7月1日起，全國範圍全面實施國六排放標準6b階段。不過，政策對部分輕型汽車國六b車型，給予半年銷售過渡期。乘聯會秘書長崔東樹稱，半年銷售緩衝期的設立，已經緩解了目前市場上大部分庫存燃油車型銷售的焦慮。
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