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《即日市評》人幣轉強 恆指升 商湯大成交挫逾8%
受科網股帶動,恆指今日(4日)持續向上。美國獨立日假期前夕美股隔晚(3日)僅半日市,美股道指及納指各升0.03%及0.2%,中國駐美大使謝鋒會見美國財長耶倫,雙方就中美關係及共同關心的多邊與雙邊經濟金融問題,交換意見,謝鋒稱健康穩定中美關係符合兩國共同利益;執筆之時,美國10年期債券孳息率升至3.858厘,美匯指數升至103.03。澳洲央行維持利率不變,人民幣即期升305點收報7.2161兌一美元,上證綜指今日升1點或0.04%收3,245點,深證成指升0.35%,而滬深兩市成交額共9,291億元人民幣。 恆指今早低開17點後掉頭向上,曾倒升142點一度高見19,449點,全日升109點或0.6%,收19,415點;國指升22點或0.3%,收6,613點;恆生科技指數升20點或0.5%,收4,074點。大市全日成交總額760.46億元,滬、深港通南下交易淨流入3億及17.25億元人民幣。科網股偏好,騰訊(00700.HK)全日漲0.4%收339.2元,阿里-SW(09988.HK)及美團-W(03690.HK)全日股價各升0.5%及0.9%。 【藥股受追捧 商湯股價挫】 國家醫保局就《談判藥品續約規則》及《非獨家藥品競價規則》公開徵求意見,醫藥股受追捧,翰森製藥(03692.HK)全日股價彈高6.6%,藥明生物(02269.HK)揚3.4%,中生製藥(01177.HK)揚3.5%。里昂發表報告指出,考慮到內地最近批准的新藥對藥企下半年的收入貢獻,該行預期中國醫療保健行業的宏觀環境將有所改善,短期流動性融資壓力料有所緩解。該行認為,內地近期醫保數據顯示消費能力良好,而「十四五」下醫療器械採購計劃亦超出市場預期,相信可加快醫院設備採購進度。加上行業基本面強勁,該行對內地醫療股行業增長前景保持樂觀。 但商湯-W(00020.HK)今早錄多宗大手上板,全日股價下挫8.7%收1.99元,成交額逾34億元,居港股今日最高成交額榜第二位,商湯市前有合共5.574億股以每股1.82元及有合共5.17億股以每股1.95元非自動對盤上板。 【市寬略轉弱 中遠海控揚】 港股今日市寬略轉弱,主板股票的升跌比率為23比17(上日29比13),恆指成份股今日50隻股份上升,下跌股份28隻,升跌比率為63比35(上日為90比8);大市今日錄沽空111.69億元,佔可沽空股份成交額644.13億元的17.34%(上日為15.767%)。 部份航運股有支持,東方海外(00316.HK)全日股價搶高3.9%,中遠海控(01919.HK)股價漲4.1%。花旗發表報告指出,中遠海控發表初部業績,料上半年核心盈利165億元人民幣,佔市場及該行對公司全年預測的79%及239%,意味著第二財季核心盈利達93.8億元人民幣,按季增長32%,屬意外驚喜,而同期中國出口集裝箱運價綜合指數(CCFI)按季跌約14%。花旗維持對中遠海控「買入」評級,目標價8.2元,料上述初步業績將為股價帶來正面影響。
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