《即日市評》發改委稱多出台有利穩預期政策 港股止連跌 科網股揚
阿思達克 01-18 17:00
恆指連跌四日(累跌1,025點或6.3%)後，受A股「V型反彈」帶動回升。美國去年12月零售銷售強於預期後，市場對美聯儲提前減息的預期再轉弱，美股道指及納指隔晚各跌0.3%及0.6%；執筆之時，美國10年期債券孳息率升至4.085厘，美匯指數升至103.37，道指期貨最新跌7點或0.02%，納指期貨最新升0.17%。國家發改委表示未來多出有利穩預期政策、審慎出台收縮性及抑制性舉措，下一步要突出做好著力擴大國內需求等七個方面工作。上證綜指收市拗腰重返2,800點以上，全日反覆升12點或0.43%收2,845點，深證成指升1%，而滬深兩市成交額增至共8,648億人民幣。
恆指高開24點，初段曾跌92點低見15,183點，其後一度升186點見15,463點，全日升114點或0.8%，收15,391點；國指升39點或0.8%，收5,172點；恆生科技指數升16點或0.5%，收3,176點。大市全日成交總額1,073.52億元，滬、深港通南下交易淨流入17.44億及4.63億元人民幣。港交所(000388.HK)全日股價下滑0.3%收232元。
【恆指止連跌 科網股回升】
科網股回升，騰訊(00700.HK)股價漲1.1%收277.6元，阿里巴巴(09988.HK)及美團(03690.HK)股價均升1.5%，嗶哩嗶哩(09626.HK)揚2.8%，百度(09888.HK)彈高3%收99.75元。摩根士丹利發表技術意見報告，相信百度(BIDU.US)未來60日股價將上升，料發生概率介乎70%至80%，予其「增持」評級及目標價140美元(按每一股美國存托股代表8股港股股份計，港股目標價約136.85港元)。
大摩認為，百度近期股價遭到拋售後，短期估值吸引力上升，相信股價調整是市場關注文心一言近期相關新聞事件所致。該行估計百度去年第四季及今年基本面可持續改善，廣告業務增長可快於GDP表現；而受到人工智慧的貢獻驅動，料旗下雲業務增長於去年第四季迎來轉折點。
【升股一千隻 內房股彈高】
港股今日市寬改善，主板股票的升跌比率為25比15(上日5為比40)，上升股份1,061隻(升幅2.8%)，恆指成份股今日60隻股份上升，下跌股份19隻，升跌比率為73比23(上日為0比100)；大市今日錄沽空186.91億元，佔可沽空股份成交額934.4億元的20.003%(上日為24.459%)。
內房股普遍反彈，融創中國(01918.HK)及雅居樂(03383.HK)升5.3%及7.7%，新城(01030.HK)、合景泰富(01813.HK)、富力(02777.HK)及恆大(03333.HK)升4%至4.7%
內險股漲，中國財險(02328.HK)股價漲1.7%。摩根士丹利發表報告，將香港及內地保險業由「吸引」下調至「同步大市」，以反映對今年資產風險及投資壓力表示關注，行業中傾向防守性選擇，首選財險，目標價由13元上調至13.9元，同時偏好友邦(01299.HK) 。(wl/u)
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