《即日市評》期結日恆指重上萬七關 美團及京東揚半成
阿思達克 12-28 16:54
市場憧憬美聯儲局明年加快減息，港股今日期指結算日向上重返萬七關。根據CME FedWatch，市場預計聯儲局明年3月減息的可能性爲88%，估計明年全年減息超過150個點子，美股道指及納指隔晚各升0.3%及0.2%，執筆之時，美國10年期債券處於3.813釐，美匯指數跌至100.73，道指期貨最新升6點或0.02%，納指期貨最新升0.2%。人民幣兌美元即期一度突破7.1關口，收市升382點報7.1055兌一美元。上證綜指全日升40點或1.38%收2,954點，深證成指升2.7%，內地創業板指數揚近3.9%，而滬深兩市成交額共8,844億人民幣。
恆指高開53點後升幅擴大，午後曾升461點一度高見17,086點，全日升418點或2.5%，收17,043點；國指升161點或2.9%，收5,764點；恆生科技指數升124點或3.4%，收3,763點。大市全日成交總額1,099.43億元，滬、深港通南下交易淨流出2.1億及淨流入5.31億元人民幣。
小米(01810.HK)董事長雷軍稱小米汽車目標通過15至20年努力成爲全球前五汽車廠商，全日股價跌0.2%。
【恆指上萬七 美團揚半成】
科網股受捧，騰訊(00700.HK)全日上揚2.8%收293元，阿里巴巴(09988.HK)及網易(09999.HK)各揚2.8%及3.4%，百度(09888.HK)股價揚3%，京東(09618.HK)搶高5%。摩根大通發表報告指，內地通訊服務相關股份，上週五受網絡遊戲監管草案的消息拖累，不過當局政策方向轉趨溫和，以及批出遊戲版號數量增加，市場氣氛已大致恢復。該行認爲市場日前對騰訊及網易的拋售反應過大，對內地通訊服務行業持「增持」評級，行業動態市盈率11.8倍，屬多年以來的低，該行在行業中偏好騰訊、網易及百度。
美團(03690.HK)股價彈高5.2%收82.35元。上海市楊浦區首條美團無人機配送航線在上海五角場合生匯至凱德-國正中心開航，用戶在凱德-國正中心附近訂購外賣，即可選擇無人機配送。一份生煎包打包後最快7、8分鐘就能送到降落點，據悉，未來美團無人機還會就商業空間與數智化服務融合拓展進行更多探索。
【升股千四隻 車股有支持】
港股今日主板市寬向好，主板股票的升跌比率爲35比10(上日爲25比17)，上升股份1,488只(升幅3.8%)，恆指成份股今日80只股份上升，下跌股份2只，升跌比率爲98比2(上日爲78比20)；大市今日錄沽空164.18億元，佔可沽空股份成交額931.67億元的17.622%(上日爲16.6%)。
內房股造高，旭輝(00884.HK)及融創中國(01918.HK)升8.1%及8%，金茂(00817.HK)、碧桂園(02007.HK)及綠城中國(03900.HK)升6.9%至7.2%。
汽車股有支持，比亞迪(01211.HK)及理想(02015.HK)各走高4.1%及5.6%，吉利(00175.HK)搶高6.7%，公司旗下極氪007正式上市。中升(00881.HK)彈高7.3%。
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