《即日市評》人幣創三個半月高 恆指回升 騰訊及「蔚小理」揚
在岸、離岸人幣急升重返7.2關樓上同創三個半月高,港股今日(20日)回升。市場繼續關注企業業績及美聯儲局貨幣政策走向,美股道指及納指上周五(17日)各微升0.01%及0.08%,撰文之時,美國十年期債券孳息升至4.472厘,美匯指數跌至103.63,道指期貨最新跌10點或0.03%,納指期貨最新跌0.1%。人行、國家金融監管總局及中證監聯籲金融機構支持內房企業通過資本市場合理股權融資,人民幣即期收升718基點,報7.1747兌一美元,上證綜指全日升13點或0.46%收3,068點,深證成指升0.4%,收報10,022(重上一萬點關),而滬深兩市成交額共9,273億元人民幣。
恆指高開171點後升幅反覆擴大,曾升334點見17,788點,全日升323點或1.9%,收17,778點;國指升128點或2.2%,收6,103點;恆生科技指數升97點或2.5%,收4,077點。大市全日成交總額1,063.65億元,滬、深港通南下交易淨流出27.6億及7.48億元人民幣。中信股份(00267.HK)全日股價抽上6.5%收7.49元,信義光能(00968.HK)揚5.2%,海底撈(06862.HK)升5.3%。匯控(00005.HK)及渣打(02888.HK)股價各漲1.9%及5.2%。
【匯控渣打漲 騰訊有支持】
科網股造好,騰訊(00700.HK)全日股價上揚3.6%收326.6元,阿里-SW(09988.HK)及美團-W(03690.HK)股價均漲近1.6%,小米-W(01810.HK)股價升1.5%,而快手-W(01024.HK)揚近2.6%。瑞銀發表中國市場明年股票策略報告,估計美國經濟出現相當溫和的衰退,同時全球利率下降,將看好中國股市前景。
瑞銀預期2024年的全球環境也有利於中國股市的合理表現,該行所青睞的行業,增加了教育、體育用品和食品飲料,並取代了酒店、家電和高速公路,而互聯網仍然是該行的首選。
【沽空率下降 「蔚小理」造好】
港股今日市寬,主板股票的升跌比率為27比14(上日15為比25),上升股份1,139隻(升幅2.7%),恆指成份股今日74隻股份上升,6隻股份下跌,升跌比率為92比8(上日為18比81);大市今日錄沽空152.95億元,佔可沽空股份成交額918.44億元的16.654%(上日18.24%)。
「準藍籌」理想-W(02015.HK)全日股價上揚2.4%收160.9元,蔚來-SW(09866.HK)升2.6%,小鵬-W(09868.HK)股價彈高5.1%。
中金發表報告指,第二十一屆廣州國際汽車展覽會於本月17日開幕,總體來看,上年受疫情影響新車型發布較少;今年新車發布節奏前低後高,本次廣州車展新車發布密集,全球首發車型達59款,聚焦於新能源車型,其中理想和小鵬分別亮相首款純電MPV車型。
該行表示,供給端新車密集發布,並看好明年年總量穩健、新能源滲透提升以及出口維持高增長。中金預計,今年年內需和出口超預期,批發及出口分別可達2,524萬輛及400萬輛,按年升9%及58%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.