You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《即日市評》人幣創七個月低 恆指「三連跌」 科網股受壓
市場關注中美關係發展,離岸人民幣曾跌穿7.2水平,受科網股走弱拖累,恆指今日持續向下。市場觀望美聯儲局主席鮑威爾稍後在國會聽證會發表的證詞,美股道指及納指隔晚各跌0.7%及0.16%;執筆之時,美國10年期債券孳息率跌至3.74厘,美匯指數升至102.54,道指期貨最新跌8點或0.03%,納指期貨最新跌0.05%。人民幣即期跌194點收報7.1938兌一美元創近7個月新低,上證綜指今日跌42點或1.31%收3,197點,深證成指跌2.2%,而滬深兩市成交額共1.02萬億人民幣。 恆指今早低開301點,其後跌幅曾擴大至432點見19,174點,全日跌388點或2%,連跌三日(累跌822點或4.1%),收19,218點;國指全日跌149點或2.2%,收6,505點;恆生科技指數跌113點或2.8%,收3,961點。大市全日成交總額981.72億元,滬、深港通南下交易淨流出1.6億及11.95億元人民幣。而港股明天因端午節假期休市。 體育用品股走弱,安踏(02020.HK)及李寧(02331.HK)各跌5.5%及5.4%。 【科網股走弱 體育股受壓】 科技股造淡,阿里巴巴(09988.HK)股價跌4.1%報84.7元。騰訊(00700.HK)跌2.7%報340.4元,美團(03690.HK)及京東(09618.HK)分別下滑3.6%及4.7%。大華繼顯發表報告指,內地電商平台價格戰不斷升級,在「618」促銷活動期間多個平台採取低價策略,以圖搶佔市場份額,令期內銷售表現增長超出預期,現時對中國電商行業保持樂觀看法,靜待下半年復甦步伐重新加快 大華繼顯預計下半年行業能見度將提升,在各種產品類別中看好非必需消費品及大件商品(如服裝、家具和家電)將增長,因此維持對京東、快手(01024.HK)及阿里巴巴的「買入」評級,目標價分別為216元、90元及142元。 【跌股佔三成 電動車股揚】 港股今日市寬轉弱,主板股票的升跌比率為10比31(上日12比28),下跌股份1,297隻(跌幅近2.9%),恆指成份股今日8隻股份上升,下跌股份72隻,升跌比率為10比90(上日為18比75);大市今日錄沽空136.62億元,佔可沽空股份成交額812.6億元的約16.812%(上日為19.616%)。 電動車股造好,理想(02015.HK)及小鵬(09868.HK)升2.2%,零跑(09863.HK)升3.7%。蔚來(09866.HK)(NIO.US)獲阿布扎比主權基金入股7%,股價升4%。比亞迪(01211.HK)升0.6%報264.6元。 摩根士丹利發報告指,內地延長新能源車購置稅政策至2025年底,大致上符合市場預期。雖然該政策能為行業提供短期支持,但該行預料,新能源汽車銷量或利潤率並不會有任何明顯變化,主要因市場競爭仍然激烈及經濟前景仍不明朗。市場現時期待進一步刺激經濟政策會在下半年出台,尤其是利好新能源汽車的政策。所以除了潛在需求復甦外,政策將會主導行業進一步跑贏大市。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account