《即日市評》內地服務業PMI遜 港股吐 體育股挫
財新中國6月服務業PMI降至53.9遜預期,創五個月低位,港股今日回落。美股隔晚因獨立日假期休市;執筆之時,美國10年期債券孳息率處於3.855厘,美匯指數升至103.06,道指期貨最新跌90點或0.26%,納指期貨最新跌0.4%。外交部指中國對鎵鍺相關物項實施出口管制屬國際通行做法。人民幣即期跌283點收報7.2444兌一美元,上證綜指今日跌22點或0.7%收3,222點,深證成指跌0.9%,而滬深兩市成交額共8,677億人民幣人民幣。
恆指低開60點後反覆向下,曾跌320點一度低見19,095點,全日收報19,110點,跌305點或1.6%;國指跌123點或1.9%,收報6,489點;恆生科技指數跌57點或1.4%,收報4,016點。大市全日成交總額868.88億元。滬、深港通南下交易全日分別淨流入50.83億及50.94億元。
中國對製造高性能晶片所需的兩種礦物鎵、鍺實施出口管制,中國稀土(00769.HK)全日炒高18.2%。科網股造淡,騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)全日股價下滑1.1%、1.6%及2.4%。商湯(00020.HK)全日股價下滑4.5%收1.9元,成交額7.56億元。
【科網股造淡 滔搏李寧挫】
體育用品股造淡,滔搏(06110.HK)股價挫6.9%,安踏(02020.HK)及特步(01368.HK)全日股價各下滑1.2%及3.6%,李寧(02331.HK)股價走低4.9%收41.85元。富瑞發表報告,完成6月份及今年第二季度調研,重點關注了Fila、安踏、李寧、Nike及Adidas於中國內地情況,據了解整體增長或放緩,部份品牌的線下渠道於6月出現按年下滑,此或令相關企業重新審視全年增長目標。
花旗發表報告指出,Nike在3至5月份於大中華區的銷售額及EBIT,按人民幣計分別按年增長25%及約80%,表現強勁,而其持續優化在內地的庫存,擴大了國際品牌於中國的復甦情況。鑑於Adidas下半年的庫存正常化,該行料中國體育品牌(包括Fila)毛利率承壓。
【沽空率急升 碧桂園受壓】
港股今日市寬轉弱,主板股票的升跌比率為11比29(上日23比17),下跌股份1,240隻(跌幅近2.5%),恆指成份股今日6隻股份上升,下跌股份71隻,升跌比率為7比89(上日為63比35);大市今日錄沽空234.98億元,佔可沽空股份成交額754.61億元的31.14%(上日為17.34%)。
內房股造淡,碧桂園(02007.HK)全日股價下滑4.9%,龍湖(00960.HK)股價跌2.4%。中金發表內房行業報告表示,內地6月新房銷售按年下降約三成,二手房按年持平略增。整體上,該行認為下半年地產基本面將延續「弱復甦,強分化」趨勢,政策重心短期或仍優先供給側「保交樓」和支持合理融資。該行表示,考慮到合理的行業政策支持和基本面弱復甦態勢,認為短期內市場將持續博弈基本面恢復與政策預期。
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