《即日市評》港股回升 小米漲4%領跑藍籌 恆大汽車飆
市場觀望以巴衝突發展,港股今日受科網股帶動回升。芝加哥聯儲行長奧斯坦古爾斯比指美國通脹放緩不再是短暫現象,美股道指及納指隔晚各升0.9%及1.2%。執筆之時,美國10年期債券孳息率升至4.746釐,美匯指數處106.47,道指期貨最新跌88點或0.26%,納指期貨最新跌0.3%。第三屆一帶一路國際合作高峯論壇今明兩日在北京舉行,上證綜指今日升9點或0.32%收3,083點,深證成指升0.2%,而滬深兩市成交額共7,354億人民幣。
恆指高開165點,其後升幅曾收窄至31點見17,671點,全日升132點或0.8%,收17,773點;國指升42點或0.7%,收6,092點;恆生科技指數升24點或0.6%,收3,836點。大市全日成交總額按日跌近14%至635.4億元,滬、深港通南下交易淨流入6.7億及12.7億元人民幣。
申洲國際(02313.HK)及聯想集團(00992.HK)股價各升3.6%及3.2%。中國恆大(03333.HK)股價升3.6%,恆大汽車(00708.HK)飆升近39%收0.61元,成交額3,525萬元。
【恆大汽車飆 小米受追捧】
科網股偏好,騰訊(00700.HK)升0.3%收302.2元,阿里巴巴(09988.HK)及美團(03690.HK)股價各漲0.9%及0.7%,京東(09618.HK)股價升2.2%,小米(01810.HK)全日彈高近4%收13.04元。小米創辦人兼CEO雷軍宣佈,小米全新操作系統「小米澎湃OS」正式版已經完成封包。搭載新系統第一款設備是小米14系列手機,已交付工廠開始生產。雷軍表示,未來「小米澎湃OS」將逐步接替MIUI系統,標誌小米將邁向「人車家全生態」的關鍵跨越。
雷軍表示,「小米澎湃OS」基於深度進化的Android以及自研的Vela系統融合,徹底重寫底層架構,爲未來百億設備、百億連接做好了萬物互聯的公有底座。
【市寬呈改善 太保友邦漲】
港股主板今日市寬改善,主板股票的升跌比率爲23比17(上日12比29);恆指成份股今日53只股份上升,19只股份下跌,升跌比率爲66比24(上日爲20比76);大市今日錄沽空105.4億元,佔可沽空股份成交額531.44億元的19.833%(上日22.948%)。
部份保險股造好,中國太保(02601.HK)股價上揚3.2%,友邦(01299.HK)漲1.6%。里昂發表報告指,中資壽險企業9月的保費收入仍然較弱,因爲該些企業於7月底後仍面臨產品轉換的困擾。該行對壽險銷售有較低預期,並對中國壽險公司保持謹慎態度。
財險方面,繼續看好中國財險(02328.HK),雖然今年第三季受到颱風影響,但由於累積了超額準備,預期財險今年首九個月的綜合成本率約爲97%。該行的首選仍然是友邦保險和中國財險,認爲在宏觀挑戰下,兩間公司均更具防禦性。
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