《即日市評》期結日恆指止連跌 快手及鐵路基建股受捧
恆指連跌四個交易日(累跌1,127點或5.7%)後,今日(30日)期指結算,大市反覆回升。美國昨(29日)因陣亡將士紀念日,金融市場休市,美國眾議院規則委員會周二開會討論債務上限議案;執筆之時,美國10年期債券孳息率跌至3.742厘,美匯指數升至104.32,道指期貨最新升78點或0.24%,納指期貨最新升1%。離岸人幣曾跌穿7.1關創半年低,上證綜指今日升2點或0.09%,收3,224點,深證成指升0.44%,滬深兩市成交額共9,332億人民幣。
恆指今日反覆上升,今早高開23點,初段升115點一度高見18,666點後向下,曾倒跌181點見18,369點,尾市再度上升,全日升44點或0.2%,收18,595點;國指升32點或0.5%,報6,283點;恆生科技指數升54點或1.5%,收3,702點。大市全日成交總額降至945.42億元,滬、深港通南下交易淨流入14.84億及13.07億元人民幣。
【恆指止連跌 快手受追捧】
科網股造好,騰訊(00700.HK)及阿里-SW(09988.HK)全日股價各漲近1%及1.3%,百度-SW(09888.HK)揚3.3%,美團-W(03690.HK)微升0.5%。快手-W(01024.HK)股價彈高6.4%收54.5元。富瑞發表報告指出,快手日活躍用戶(DAU)維持穩健勢頭,該行料今年有望實現按年增長5%,並於明年可增至約4億戶。
東方甄選(01797.HK)今日股價逆市上揚近5.9%收27.1元。大和發表報告表示,迎來「618」電商節銷售期,東方甄旗下「美麗生活」直播間於5月27日(周日)的商品交易總額(GMV)單日創下8,000萬人民幣的新高,公司旗下六個渠道的GMV共9,000萬人民幣,錄自去年12月28日以來新高。該行料即日起至6月18日,東方甄選旗下美妝、家紡、家電等品類特賣活動將令「美麗生活」渠道單日GMV有所提升。
【市寬呈改善 鐵路基建揚】
港股今日市寬改善,主板股票的升跌比率為21比18(上日14比26),恆指成份股今日38隻股份上升,下跌股份37隻,升跌比率為50比49(上日為32比63);大市今日錄沽空153.87億元,佔可沽空股份成交額813.43億元的約18.917%(上日為19.902%)。
鐵路股造好,中國中鐵(00390.HK)股價漲3.5%收5.3元,中鐵建(01186.HK)漲近2%,中國中車(01766.HK)上揚近5.2%,時代電氣(03898.HK)彈高6.1%‧
國家交通運輸部發布4月交通運輸經濟運行情況顯示,今年首四個月,完成營業性貨運量165.3億噸,按年增長7.5%。完成營業性客運量27.3億人,按年增長46.3%。全國港口完成貨物吞吐量52.8億噸,按年增長7.6%,完成交通固定資產投資1萬億元人民幣,按年增長13.4%。
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