《即日市評》港股回落 科網股、金沙及銀娛受壓
受科網及金融股弱勢拖累下,恆指今日(28日)期指結算日回落。華府停擺風險未除,美股道指及納指隔晚(27日)各跌0.2%及升0.2%,撰文之時,美國10年期債券孳息率升至4.634厘,美匯指數處106.53,道指期貨最新跌32點或0.09%,納指期貨最新跌0.1%。上證綜指今日升3點或0.1%收3,110點,深證成指升0.05%,而滬深兩市成交額共約7,171億元人民幣。
恆指低開24點後,初段曾倒升15點見17,627點後再度向下,尾市曾跌259點一度低見17,352點,全日跌238點或1.4%,收17,373點;國指跌79點或1.3%,收5,990點;恆生科技指數跌55點或1.5%,收3,778點。大市全日成交總額801.84億元,滬、深港通南下交易淨流入30.84億及22.63億元人民幣。
金融股造淡,友邦(01299.HK)跌近1.8%收62.9元,中國平安(02318.HK)股價跌2.1%,港交所(00388.HK)走低2.3%。恆大系停牌,其他內房股普遍向下。旭輝(00884.HK)跌11.1%,碧桂園(02007.HK)跌2.2%。
【金融股造淡 科網股偏軟】
科網股偏軟,騰訊(00700.HK)股價下滑1.5%收297.4元,網易-S(09999.HK)跌2.6%,阿里-SW(09988.HK)及美團-W(03690.HK)股價各下滑1.8%及3.5%。花旗報告指,騰訊過去一個月在沒有具體的基本面原因下,股價下跌逾15%。該行認為,集團表現疲弱是由於宏觀情緒較弱、缺乏買入催化劑及對其最大股東Prosus最近管理層變動後可能拋售的不必要擔憂所致。
花旗預計,騰訊旗下混元大型語言模型的重估潛力或會在未來幾個月內逐步出現。該行指,近期的股價疲弱為市場增加買入機會,對其開啟90日正面催化觀察,重申「買入」評級,目標價496元。
【跌股一千隻 金沙銀娛挫】
港股主板今日市寬轉弱,主板股票的升跌比率為16比24(上日19比19),下跌股份1,007隻(跌幅2.6%);恆指成份股今日14隻股份上升,66隻股份下跌,升跌比率為18比83(上日為71為26);大市今日錄沽空160.05億元,佔可沽空股份成交額688.75億元的23.237%(上日20.867%)。
濠賭股受壓,金沙中國(01928.HK)股價下滑近4.8%收23.05元,銀娛(00027.HK)跌5.7%,永利澳門(01128.HK)股價下滑3%。花旗發表報告指出,儘管澳門旅客量、博彩收入和EBITDA穩步復甦,但投資者對澳門博彩業的信心相當脆弱。
花旗指六家賭場營運商為今年第四季準備前所未有的活動陣容,可能為博彩和非博彩收入帶來額外的增長,令該行對澳門的前景更為正面,因此看好澳門濠賭股,首選銀娛及金沙中國。該行料在國慶黃金周的推動下,澳門10月份的賭收高達190億澳門元,在黃金周(10月1至6日)假期期間的日均博彩收入料約7.65億澳門元,而10月餘下日子的日均賭收料約5.75億澳門元。
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