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》惠譽降美信貸評級 恆指跌逾2% 碧服彈18%
惠譽下調美國「AAA」債務評級至「AA+」反映料未來財政惡化,市場憂影響美金融市場及未來息口走向,港股今日(2日)持續向下。白宮表示強烈不同意惠譽將美國最高主權評級下調至「AA+」的決定,美財長耶倫指在總統拜登的領導下已有所改善,並強調美國國債仍是世界上最安全以及流動性最高資產;執筆之時,美國10年期債券孳息率處4.023厘,美匯指數處102.17,道指期貨最新跌277點或0.77%,納指期貨最新跌1.4%。人民幣即期跌129點收報7.1792兌一美元,上證綜指今日跌29點或0.9%收3,261點,深證成指跌0.4%,而滬深兩市成交額共8,360億元人民幣。 恆指今早低開108點,初段跌幅曾收窄至30點,但其後跌幅擴大,全日跌493點或2.5%,收19,517點;國指跌185點或2.7%,收6,669點;恆生科技指數跌149點或3.3%,收4,388點。大市全日成交總額降至1,133.62億元,滬、深港通南下交易淨流入11.25億及11.55億元人民幣。 科網股受壓,騰訊(00700.HK)及美團-W(03690.HK)股價各下滑3%及3.3%,阿里巴巴-SW(09988.HK)走低2.8%,嗶哩嗶哩-W(09626.HK)挫近7%。碧桂園服務(06098.HK)宣布有意購回最多3.37億股,全日股價彈高近18%報9.91元。 【惠譽降美債評級 科網及金融股弱】 金融股造淡,建行(00939.HK)、工行(01398.HK)及中國平安(02318.HK)股價各跌3.1%、2.9%及2.8%。匯控(00005.HK)股價反覆下滑3.2%收64.2元,恆生銀行(00011.HK)股價走低4.1%。高盛表示,恆生中期業績大致符合預期,由於新會計準則披露降低淨利息收益收入,將該行2023至2025年淨利息收入預測下調13%至14%,恆生管理層估計明年貸款將重新出現增長,高盛預計2024、2025及2026財年貸款增長分別為4%、5%及5%,並預期2023財年貸款下降約4%。 高盛表示維持恆生銀行「沽售」投資評級,將目標價由117元下調至116元,指其估值較同業有溢價,但未來預測股息回則則較同業低。該行料恆生於2023年至2026年每股派息6.3元。 【下跌股千二隻 小鵬蔚來受壓】 港股今日市寬轉弱,主板股票的升跌比率為11比30(上日16為比24),下跌股份1,281隻(跌幅2.7%);恆指成份股今日4隻股份上升,下跌股份75隻,升跌比率為5比94(上日為31為66);大市今日錄沽空181.88億元,佔可沽空股份成交額960.49億元的18.936%(上日為20.389%)。 小鵬-W(09868.HK)全日股價急跌14.6%收70.6元。蔚來-SW(09866.HK)股價走低8.2%。摩根士丹利發表報告指,小鵬7月交付量繼續增長,銷量回升至11,008台,按月升28%。值得注意的是,G6在6月底上市後的第一個完整生產月的交付量超過3,900輛。公司計劃加快生產速度,增加專用物流資源,以加快G6的交付速度。 大摩預計,8月份交付量將攀升至5,000至6,000輛。該行調查顯示,G6訂單等待時間已延長至12周。行認為,供應鏈提升需時,雖然G6上市訂單表現良好,但該行調查顯示,供應鏈要到9月或10月才能完全負荷,屆時公司預計G6交付量將超過1萬輛。
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