《即日市評》憂美年底再加息 恆指向下 科指「四連跌」
阿思達克 09-21 17:00
美聯儲局如預期維持息率不變，但利率點陣圖顯示今年底或再加息一次，港股今日持續向下。美聯儲主席鮑威爾指在適當情況下進一步加息，並指減息時機存在很大不確定性，而高盛將聯儲局減息預測由明年第二季推遲至明年第四季，美股道指及納指隔晚各跌0.2%及1.5%，執筆之時，美國10年期債券孳息率升至4.435厘，美匯指數升至105.48，道指期貨最新跌77點或0.22%，納指期貨最新跌0.6%。人民幣即期收跌56點至7.3034兌一美元，上證綜指今日跌23點或0.77%收3,084點，深證成指跌0.9%，而滬深兩市成交額共5,790億人民幣。
恆指低開89點，初段跌幅收窄至61點見17,823點，其後跌幅再擴大，全日跌230點或1.3%，收17,655點；國指跌82點或1.3%，收6,099點；恆生科技指數跌72點或1.9%，收3,849點，連跌四日(累跌228點或5.6%)。大市全日成交總額774.3億元，滬、深港通南下交易淨流入30.47億及16.95億元人民幣。
【科網股受壓 中移逆市漲】
投資者憂美國年底或再加息，對利率較敏感的科網股受壓，騰訊(00700.HK)全日下滑2%收303元，美團(03690.HK)及阿里巴巴(09988.HK)各走低2.4%及2.2%，京東(09618.HK)跌1.1%創新低。互聯網醫療股亦捱沽，阿里健康(00241.HK)及京東健康(006618.HK)股價各跌4.9%及2.9%。
中資電訊股逆市偏好，中移動(00941.HK)股價漲0.5%收68.05元，中電信(00728.HK)升0.5%。瑞銀發表報告指，在宏觀經濟不確定下，中資電訊營運商成為避風港，從今年盈利增長及派息比率，都給予市場清晰指引，投資者普遍認為，盈利增長的趨勢在明年持續，資本開支佔比下跌，派息比率維持穩定。
【跌股千二隻 內房走個別】
港股主板今日市寬續弱，主板股票的升跌比率為12比29(上日13比27)，下跌股份1,243隻(跌幅2.8%)；恆指成份股今日9隻股份上升，下跌股份71隻，升跌比率為11比89(上日為23為75)；大市今日錄沽空162.45億元，佔可沽空股份成交額663.02億元的24.501%(上日24.101%)。
廣州成首個官宣放鬆限購的一線城市，內房股走個別，恆大(03333.HK)升10%報0.55元，惟越秀地產(00123.HK)跌1.7%，富力(02777.HK)下滑3.7%。地產代理貝殼(02423.HK)升3.6%。
匯豐研究發表報告指，廣州市近日有多區宣布放寬非本地居民的置業限制，成為首個放鬆限購的一線城市，新措施令人鼓舞，解除限售的三個地區分別佔廣州市一手及二手銷售約40%及31%，認為整體影響較大，料將促進廣州樓市交投顯著回升，預期「金九銀十」旺季可再現。作為大灣區龍頭企業，該行認為越秀地產處於有利位置去享受廣州潛在的銷售復甦，給予「買入」評級，目標價12.8元。同時隨著二手市場掛牌量可能大幅增長，認為貝殼將受惠於廣州和其他一線城市減稅政策所帶動的二手房交易增加。(wl/u)
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