《即日市評》恆指重上萬八 成交增至千億 科指挾高逾3%
受科網及金融股帶動下,恆指今日(22日)回升及重上萬八關,成交增至1,000億元水平。市場擔心美國在更長時間保持較高利率,美國10年期國債息率觸及16年高位,美股道指及納指隔晚(21日)各跌1.1%及1.8%,撰文之時,美國10年期債券孳息率處4.47厘,美匯指數處105.57,道指期貨最新升31點或0.09%,納指期貨最新升0.36%。上證綜指今日反覆上升47點或1.55%收3,132點,深證成指自近三年半低位倒升近2%,而滬深兩市成交額共7,654億元人民幣。
恆指今早低開77點後倒升,其後升幅擴大至423點見18,078點,全日升402點或2.3%,收18,057點;國指升163點或2.7%,收6,262點;恆生科技指數升142點或3.7%,收3,991點。大市全日成交總額按日增逾31%至1,018.47億元,滬、深港通南下交易淨流出11.08億及6.4億元人民幣。
恆指本周累跌125點或0.7%、國指本周累跌46點或0.7%、恆生科指本周累跌86點或2.1%。美國國債孳息率亦上升,美聯儲局如預期維持息率不變,但利率點陣圖顯示料今年底再加息一次,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。
【成交一千億 科網股航漲】
國家市監總局出台促進民營經濟發展22條措施,指要加大對民營經濟政策支持力度,著力推動平台經濟健康發展。科網股今日反覆上揚,騰訊(00700.HK)今早曾跌至300.2元後有支持,全日走高3.5%收313.6元,阿里-SW(09988.HK)搶升3.9%,美團-W(03690.HK)漲3.9%。網易-S(09999.HK)彈6.2%收161.9元。摩根大通發表報告將網易納入該行正面催化觀察名單,料受益於旗下多個遊戲,如《逆水寒》手遊、《蛋仔派對》、《全明星街球派對》、《巔峰極速》及《永劫無間》的強勁表現,估計公司今年第三季及第四季遊戲收入增長可望優於預期。
快手-W(01024.HK)全日股價揚5.1%。富瑞發表報告指,快手管理層認為內容生態、產品能力及流量策略至關重要﹔預計第三季用戶平均每日使用時間表現理想,全年有望達到120分鐘。日均活躍用戶接近4億戶,用戶體驗及商業化將未來關注重點。該行指快手具多種廣告模式,對用戶的取向有深入了解,對於廣告商十分重要,豐富的內容生態及廣告商的預算增加,均對快手有利,預料視頻播放量及廣告投放都有高質素增長。
【升股千二隻 物管股彈高】
港股主板今日市寬明顯改善,主板股票的升跌比率為29比13(上日12比29),上升股份1,210隻(升幅3%);恆指成份股今日76隻股份上升,無股份下跌,升跌比率為95比0(上日為11為89);大市今日錄沽空214.81億元,佔可沽空股份成交額894.31億元的24.02%(上日24.501%)。
物管股碧桂園服務(06098.HK)股價搶升6.7%,成升幅最大藍籌股。融創服務(01516.HK)股價飆升37%收3.33元,融創中國(01918.HK)揚近4.3%。融創中國公布債務重組進展,於截止時間(9月20日),計劃債權人的最終選擇包括強制可轉換債券總額約39.88億美元;及交換為現有融創服務(01516.HK)股份總額約13.39億美元,均超過當前限額(即27.5億美元)及最高金額(即7.75億美元)。
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