《即日市評》人幣跌穿7.3關 港股向下 小米及友邦受壓
阿思達克 09-05 17:03
財新中國8月服務業PMI降至51.8(遜市場預期)為年內最低，人民幣兌美元匯價走弱，恆指今日(5日)向下。美股昨(4日)因勞動節假期休市，撰文之時，美國10年期債券孳息率升至4.216厘，美匯指數升至104.58，道指期貨最新跌69點或0.2%，納指期貨最新跌0.5%。人民幣即期穿7.3關，收跌374點至7.3088兌一美元。上證綜指今日跌22點或0.7%收3,154點，深證成指跌0.7%，而滬深兩市成交額共8,039億元人民幣。
恆指低開126點後跌幅逐步擴大，尾市曾跌412點見18,431點，全日跌387點或2.1%，收18,456點；國指跌136點或2.1%，收6,396點；恆生科技指數跌111點或2.6%，收4,193點。大市全日成交總額1,014.99億元，滬、深港通南下交易淨流入68.68億及63.67億元人民幣。
國藥(01099.HK)下滑8%。攜程(09961.HK)昨(4日)股價抽高6.6%後，公司今早公布上半年業績虧轉盈賺40.06億元人民幣，今日股價收挫7.8%。此外，獲調入港股通珍酒李渡(06979.HK)及融創中國(01918.HK)今日股價各抽上12.7%及25.4%。中國恆大(03333.HK)股價彈18.6%收0.35元。
【融創中國彈 小米有沽壓】
科技股下滑，騰訊(00700.HK)、阿里-SW(09988.HK)及美團-W(03690.HK)股價分別下滑1.3%、0.9%及3.1%，小米-W(01810.HK)收挫6.6%。花旗指在小米投資者會議上，管理層對於下半年智能手機業務及將會推出的電動汽車有信心，該行認為短期不明朗因素仍然是華為推出旗艦手機，但小米10月推出的新旗艦機Mi 14及明年推出的電動汽車，仍然是正面催化劑，維持「買入」評級，目標價15.7元。
花旗引述小米管理層指，華為推出新手機後，過去幾日未見造成影響，認為華為新機並非針對相同的客戶群，小米會繼續在4,000至6,000元人民幣的產品系列提升市場份額，而華為新機不能配置Google移動服務，因此亦不會影響小米的海外銷售策略。小米在中國的出貨量只佔整體出貨量26%，佔比較同業低，在智能手機方面的策略不會受華為影響。
【沽空率攀升 友邦股價弱】
港股主板今日市寬轉弱，主板股票的升跌比率為12比31(上日31比14)，下跌股份1,296隻(跌幅2.8%)；恆指成份股今日4隻股份上升，下跌股份76隻，升跌比率為5比95(上日為92為8)；大市今日錄沽空237.19億元，佔可沽空股份成交額892.14億元的26.586%(上日18.111%)。
友邦(01299.HK)全日股價走低3.5%收69.4元。里昂發表研究報告，引述友邦管理層指出，在新產品、省份及渠道等支持下，集團對內地業務下半年前景仍具信心。管理層認為，內地訪港旅客的保險銷售情況應可持續，而非僅僅是來自於被壓抑的需求，而東盟及印度亦被視為新業務價值的增長驅動力。該行認為，友邦如果排除一次性費用，稅後經營溢利增長將會更好。該行維持對友邦目標價94元，評級「買入」。
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