《即日市評》阿里支撐大市向上 中免受追捧
阿思達克 07-10 17:09
螞蟻集團及騰訊(00700.HK)旗下財付通遭內地當局罰款後，市場憧內地科企監管壓力可望紓緩，但市場亦關注內地上月PPI續跌，港股今日先升後收窄。美國6月新增非農職位20.9萬個遜預期，但6月平均時薪按月增長0.4%略高預期，美股道指及納指上周五各跌0.6%及0.1%，執筆之時，美國10年期債券孳息率升至4.068厘，美匯指數跌至102.34，道指期貨最新跌31點或0.09%，納指期貨最新跌0.4%。中國公布6月CPI按年持平(預期升0.2%)、6月PPI按年跌5.4%(預期跌5%)，上證綜指今日升7點或0.22%收3,203點，深證成指升0.5%，而滬深兩市成交額共7,612億人民幣人民幣。
恆指今早高開381點，早段升幅曾擴大至415點一度見18,781點，之後升幅收窄，全日升114點或0.6%，收18,479點；國指升36點或0.6%，收6,235點；恆生科技指數升43點或1.1%，收3,945點。大市全日成交總額782.91億元，滬、深港通南下交易淨流出4.47億及淨流入4.47億元人民幣。新奧能源(02688.HK)全日股價升6.4%。
【大市升收窄 阿里有支持】
騰訊全日股價反覆升0.7%收328.8元，阿里巴巴(09988.HK)股價彈高3.2%，美團(03690.HK)股價漲1.7%收121.1元。中證監公布對螞蟻集團罰款71.23億人幣及要求關停「相互寶」業務。騰訊公布，稱旗下財付通支付科技已收到人民銀行通知，關於其決定對財付通在內地提供支付服務方面的過往監管不合規行為，處以約29.9億元人民幣的罰款。
富瑞發表報告指出，螞蟻集團擬回購最多7.6%股權，作價對應公司估值約5,671億元人民幣，旨在加強員工激勵計劃，並吸引人才以提升技術能力，並可提高股票的流動性以滿足股東的需求。至於中證監對螞蟻集團罰款，該行認為有關罰款消除行業不利因素，並釋放阿里(09988.HK) 及騰訊(00700.HK)的估值。該行認為，市場對螞蟻估值介乎4,000億至7,000億元人民幣，以阿里持股33%計，最新估值為5,671億元人民幣，相當於阿里每股美國存託股份約10美元。該行考慮過去幾個月的匯率，對螞蟻估值約為1,000億美元，處於估值區間的高位。騰訊方面，該行估計其金融科技板塊估值約800億美元，相當於每股64港元。
【市寬呈向好 中免股價彈】
港股今日市寬向好，主板股票的升跌比率為22比17(上日13比27)，恆指成份股今日48隻股份上升，下跌股份31隻，升跌比率為60比39(上日為10比88)；大市今日錄沽空146.15億元，佔可沽空股份成交額649.22億元的22.511%。
中國中免(01880.HK)公布業績快報，料上半年少賺近2%，該股股價曾飆升逾11%，收市升6.6%。麥格理發表報告指，中國中免料上半年銷售按年升29.7%，純利按年跌1.9%，意味著次季銷售按年升38.8%至150億元人民幣，勝於該行預期，而次季純利按年升13.8%至17億元人民幣，亦勝於該行預期。
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