《即日市評》港股回升 科網股及汽車股受捧
受金融及科技股帶動,港股今日(22日)回升。市場續關注美國債務上限談判暫停,美股道指及納指上周五各跌0.3%及0.2%;執筆之時,美國10年期債券孳息率處3.65厘,美匯指數跌至103.17,道指期貨最新升3點或0.01%,納指期貨最新升0.04%。中國外匯市場指導委員會上周五(19日)表示人民幣匯率能夠在合理均衡水平上保持基本穩定,人民幣即期跌69點收報7.0304兌一美元。上證綜指今日升12點或0.39%,收3,296點,深證成指升0.3%,滬深兩市成交額共7,954億人民幣。
恆指高開28點後升幅擴大,曾升355點一度高見19,806點,全日升227點或1.2%,收19,678點;國指升99點或1.5%,收6,693點;恆生科技指數升81點或2.1%,收3,903點。大市全日成交總額939.78億元,滬、深港通南下交易淨流入2.31億及淨流出5.34億元人民幣。
【科網股造高 汽車股受捧】
科網股造高,騰訊(00700.HK)及阿里-SW(09988.HK)全日股價各上揚2.1%及1.4%,快手-W(01024.HK)將公布今年首季業績,全日股價彈高6.9%收53.5元。快手收市後公布截至今年3月底止首季業績,營業額252.17億元人民幣按年升19.7%。虧損收窄至8.73億元,上年同期蝕62.54億人民幣;每股虧損20分。
汽車股向上,比亞迪(01211.HK)走高近3.4%,蔚來-SW(09866.HK)揚5%。中國汽車工業協會統計顯示,新能源汽車銷量排名前十位的企業集團銷量合計為188.7萬輛,按年增長58.6%,佔新能源汽車銷售總量的84.9%,高於上年同期8.4個百分點。十家企業中,比亞迪銷量繼續在高基數上維持高增速,首4個月新能源汽車銷量為76.2萬輛,按年增長94.4%,市場份額為34.3%。
【市寬呈改善 電力股上揚】
港股今日市寬改善,主板股票的升跌比率為21比18(上日12比27),恆指成份股今日56隻股份上升,下跌股份16隻,升跌比率為74比21(上日為21比75);大市今日錄沽空146.38億元,佔可沽空股份成交額805.82億元的約18.165%(上日為20.02%)。
中資電力股漲,華能國電(00902.HK)及龍源(00916.HK)分別彈高8.2%及8.3%,華潤電力(00836.HK)升6.1%。國家發改委近日對《電力需求側管理辦法(徵求意見稿)》及《電力負荷管理辦法(徵求意見稿)》向社會公開徵求意見,《電力需求側管理辦法(徵求意見稿)》提出,建立和完善需求側資源與電力運行調節的銜接機制,逐步將需求側資源以虛擬電廠等方式納入電力平衡,提高電力系統的靈活性。
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