《即日市評》港股龍年首交易日紅盤高收 美團及美高梅起舞
阿思達克 02-14 17:08
港股今日龍年首個交易日先跌後回升。美國1月CPI通脹年率3.1%高於預期，扣除食品和能源的核心通脹年率穩定在3.9%，令市場對美減息憧憬消退，美股道指及納指隔晚各跌1.4%及1.8%，執筆之時，美國10年期債券孳息率跌至4.291厘，美匯指數跌至104.91，道指期貨最新升31點或0.08%，納指期貨最新升0.37%。上證綜指全日升36點或1.3%收2,865點，深證成指升1.3%，內地創業板指數漲1.2%，而滬深兩市成交額共1.02萬億人民幣。
恆指今早低開167點，初段跌290點一度低見15,456點後掉頭向上，午後曾升164點曾見15,911點，全日升132點或0.8%，收15,879點；國指升79點或1.5%，收5,386點；恆生科技指數升70點或2.3%，收3,197點。大市全日成交總額僅570.64億元，滬、深港通南下交易下周一(19日)恢復。部份車股抽上，小鵬(09868.HK)升7.9%。
【恆指反覆升 美團彈半成】
科技股上揚，騰訊(00700.HK)及小米(01810.HK)升近1%，百度(09888.HK)及網易(09999.HK)升1.4%及1.8%，阿里(09988.HK)及快手(01024.HK)升2.2%及2.6%，京東(09618.HK)及美團(03690.HK)各走高3.5%及5.6%。
內媒報道，從美團獲悉，截至2月11日，平台上年夜飯外賣異地訂單(用戶常駐地和下單地不同)按年去年增長29%。多個熱門旅遊城市的外賣訂單漲幅明顯，從品類上看，水餃外賣訂單較去年同期增長60%，火鍋較去年同期增長90%，海鮮較去年同期增長77%，甜品同按年增長66%。美團相關負責人表示，年夜飯消費火爆也折射出餐飲業的向好態勢，預計2024年餐飲業將持續回暖，品質化、高性價比發展、線上線下進一步融合都將成為趨勢。
【沽空率回落 美高梅搶升】
港股今日市寬向好，主板股票的升跌比率為19比20(上日13為比22)，恆指成份股今日50隻股份上升，下跌股份27隻，升跌比率為61比33(上日為12比86)；大市今日錄沽空100.34億元，佔可沽空股份成交額478.49億元的20.97%(上日23.441%)。
澳門旅遊業議會會長料一連八日新春黃金周假期到澳門的旅客會突破100萬人次，酒店入住率平均超過九成。部份濠賭股受追捧，銀河娛樂(00027.HK)股價揚3.5%，金沙中國(01928.HK)漲1.5%，美高梅中國(02282.HK)公布去年經調整EBITDA轉盈72.35億元創新高，全日彈高9.6%。
花旗發表報告表示，與2019年春節黃金週期間(2月4日至7日)相比，澳門於2024年農曆新年黃金週(2月10日至13日)的前四天總遊客量增加了約12%。2024年春節黃金週前四天的內地遊客約佔澳門總遊客量的75%(2019年春節黃金週水準為71%)，該行相信這種令人鼓舞的旅客訪問量趨勢將是2月博彩收入強勁復甦的好兆頭，該行保守地維持對澳門2月博彩總收入195億澳門元的預測。
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