《即日市評》恆指跌至近十個月低 騰訊險守300元關
阿思達克 09-26 17:01
美匯指數攀升至106水平，香港銀行同業隔夜拆息升至5.77655厘再創17年新高，恆指今日持續向下及跌穿17,500點水平。市場繼續關注美國政府停擺風險，美股道指及納指隔晚各升0.1%及0.5%，執筆之時，美國10年期債券孳息率升至4.527厘，美匯指數處106，道指期貨最新跌127點或0.37%，納指期貨最新跌0.5%。上證綜指今日跌13點或0.4%收3,102點，深證成指跌0.6%，內地創業板指數失守二千點關跌0.77%，而滬深兩市成交額共6,656億人民幣。
恆指今早低開67點後向下，尾市曾跌349點一度低見17,379點，收市前跌幅略收窄，全日跌262點或1.5%，收17,466點創近十個月低位；國指全日跌99點或1.6%，收6,030點；恆生科技指數跌65點或1.7%，收3,817點。大市全日成交總額824.68億元，滬、深港通南下交易淨流入5.29億及11.38億元人民幣。
科網股造淡，騰訊(00700.HK)盤中曾失守300元一度低見298.2元，全日收300元走低1.4%，美團(03690.HK)及阿里巴巴(09988.HK)股價各走低0.8%及0.5%。
【騰訊守三百 理想有沽壓】
新能源汽車股受壓，比亞迪(01211.HK)股價走低3.5%收239.2元，理想汽車(02015.HK)跌近4.7%及成交額近21億元，小鵬汽車(09868.HK)走低3.2%。大和發表報告指，早前華為宣布將於11月推出與奇瑞汽車共同研發的首款華為智選轎車「智界S7」。華為亦將在12月推出SUV AITO M9。另外，新款SUV AITO M7自9月12日上市以來，每日平均訂單超過1,500輛，截至9月25日累計訂單超過2萬輛。
大和指，考慮到理想與華為之間的直接競爭、AITO M7強勁的每日訂單量及即將推出的AITO M9或會在短期內對理想汽車的銷售和毛利率造成壓力，建議投資者在未來幾個月留意MEGA更詳細的資料。
【跌股千二隻 舜宇挫半成】
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11比31)，下跌股份1,242隻(跌幅2.5%)；恆指成份股今日7隻股份上升，90隻股份下跌，升跌比率為9比90(上日為6為94)；大市今日錄沽空138.35億元，佔可沽空股份成交額718.48億元的19.257%(上日23.801%)。
舜宇(02382.HK)全日股價挫5.6%收53.1元，瑞聲(02018.HK)走低近2.7%。麥格理發表報告，預期今年Android攝像鏡頭市場出貨量按年跌12%至32.3億件，主要因為規格降級至中端，由三鏡頭降至兩鏡頭。手機行業的市場毛利率自2020年開始收窄，情況令人關注，若果鏡頭毛利率沒有改善，舜宇盈利面對較大下調風險，維持其「中性」評級。
麥格理表示，將瑞聲科技評級由「跑贏大市」下調至「中性」，反映Android聲學配件復甦放緩、iPhone銷量較低及觸感配件升級推遲至2024年，將目標價下調43%至12.1元。
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