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《即日市評》恆指「三連升」 美團及B站抽高
美匯指數跌至兩個月低位,人民幣匯價續升,恆指今日向上。市場憧憬美國利率進一步上調預期降溫,美股道指及納指隔晚各升0.9%及0.55%,投資者觀望美國今晚公布6月通脹數據,日圓兌美元升破140的心理關口,執筆之時,美國10年期債券孳息率跌至3.94厘,美匯指數跌至101.47,道指期貨最新升39點或0.11%,納指期貨最新升0.2%。人民幣即期上升86點收報7.1899兌一美元,上證綜指今日跌25點或0.78%收3,196點,深證成指跌近1%,而滬深兩市成交額共9,119億人民幣人民幣。 恆指高開137點後升幅擴大,曾升272點一度高見18,932點,全日升201點或1.1%,收18,860點,連升三日(累漲495點或2.7%);國指全日升82點或1.3%,收6,377點;恆生科技指數升78點或2%,收4,081點。大市全日成交總額838.48億元,滬、深港通南下交易淨流入4.98億及7.91億元人民幣。 【恆指三連升 美團阿里揚】 科網股造好,美團(03690.HK)全日股價上揚4.3%收127.3元,騰訊(00700.HK)及阿里(09988.HK)股價分別走高1.9%及1.2%。國家發改委近日會同相關部門,深入調研了解平台企業發展情況,梳理一批典型投資案例。涉及調研企業包含騰訊、阿里巴巴和美團等。下一步,將會同有關部門持續推出平台企業典型投資案例,支持平台企業在引領發展、創造就業和國際競爭中發揮更加積極的作用。 部份內銀股偏好,招行(03968.HK)股價漲1.8%。野村指出,內地6月信貸數據勝市場預期,社會融資規模增量由5月份的1.56萬億元人民幣,增至6月的4.22萬億元人民幣,高過市場及該行預期。該行預期,內地下半年信貸增長將輕微反彈,因為政府債券的高基數有所消退,而且北京可能會向地方政府提供更多資金支持,以遏制經濟下滑情況。 【市寬呈轉弱 嗶哩嗶哩彈】 港股今日市寬轉弱,主板股票的升跌比率為20比19(上日26比13),恆指成份股今日47隻股份上升,下跌股份26隻,升跌比率為59比33(上日為73比23);大市今日錄沽空近180億元,佔可沽空股份成交額705.01億元的25.53%。 快手(001024.HK)股價漲近3.3%,嗶哩嗶哩(09626.HK)股價彈高近6%。綜合內媒報道,嗶哩嗶哩自研大作的女性向遊戲《搖光錄:亂世公主》將於7月25日上線,進全平台公測。據嗶哩嗶哩網頁資料,《搖光錄:亂世公主》錄30.7萬人預約,在其遊戲預約榜居第一位。 此外,瑞銀近日發表中國網遊行報告表示,若嗶哩嗶哩旗下關鍵遊戲《賽馬娘》能於內地7月或8推出,該行預計此對公司股價將會出現積極的反應。
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