《即日市評》內地「三頭馬車」數據遜 恆指缺方向 百度績前揚
市場觀望美國債務上限談判,內地公布4月「三頭馬車」(工業、消費及固投)經濟數據遜市場預期,港股今日反覆上落。紐約5月製造業指數遠差過市場預期,市場關注將通脹風險或降,美股道指及納指隔晚各升0.14%及0.66%;執筆之時,美國10年期債券孳息率跌至3.476厘,美匯指數跌至102.26,道指期貨最新跌42點或0.13%,納指期貨最新升0.02%。中國公布4月規模以上工業生產按年升5.6%(市場預期升10.9%)、4月社會消費品零售總額按年升18.4%(市場預期升21.9%)、今年首四月城鎮固定資產投資按年升4.7%(市場預期升5.7%),上證綜指今日跌19點或0.6%收3,290點,深證成指跌0.7%,滬深兩市成交額共8,662億人民幣。
中國八個月來首增持美國國債,恆指今早高開212點後,內地於開市後公布4月經濟數據遜市場預期,大市升幅收窄,收市前曾倒跌79點見19,891點,全日升7點或0.04%,收19,978點;國指升9點或0.14%,收6,789點;恆生科技指數升32點或0.83%,收3,958點。大市全日成交總額按日跌逾22%至783.9億元,滬、深港通南下交易淨流入9.02億及16.8億元人民幣。金融股走個別,友邦(01299.HK)全日股價走低近1.1%,匯控(00005.HK)股價升0.8%。
【京東有支持 百度績前揚】
科網股普遍造好,騰訊(00700.HK)全日股價升1.1%收344.8元,美團(03690.HK)及阿里巴巴(09988.HK)股價各升0.8%及0.4%,京東(09618.HK)股價彈高4%收146.8元,百度(09888.HK)公布業績前夕,全日股價上揚2.8%收124.3元。阿里巴巴公布確認2022財年(截至2022年3月底止年度)年報獲美證交會審查。
中金發表報告指,騰訊舉辦遊戲發布會,共分為三個模塊,分別為技術新探索、產品新體驗與更多新價值(涉及疾病患者、未成年人保護等社會價值內容)。該行指騰訊重磅新遊密集推出,以技術推動「第三次擴容」。是次新遊遊以技術推動「第三次擴容」為主,騰訊強調遊戲發展成果也正在向遊戲領域之外更廣闊的應用領域拓展。
【市寬呈轉弱 上月數據遜】
港股今日市寬轉弱,主板股票的升跌比率為17比22(上日23比17),恆指成份股今日30隻股份上升,下跌股份43隻,升跌比率為39比56(上日為91比9);大市今日錄沽空119.06億元,佔可沽空股份成交額660.78億元的約18.018%(上日為16.076%)。
建行(00939.HK)下滑近0.6%,國壽(02628.HK)及中國平安(02318.HK)價各走低近2%及0.7%,而碧桂園(02007.HK)股價挫5%收1.71元。
野村發表研究報告指,內地4月份經濟數據遠低於市場普遍預期,反映出疫情後的復甦已有所停滯,由於基數較低,野村預期內地今年第二季錄得按年增長的可能性仍然較高,但按季比較可能會出現下滑,料當局或不得不在下半年推出新一輪支持措施,包括下調基準貸款利率等以促進增長。
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