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《即日市評》人行指有降準空間 恆指揚 京東績前反彈
港股今日受科網股帶動回升。在蘋果(AAPL.US)等大型科技股走弱拖累,美股道指及納指隔晚跌1%及1.7%;執筆之時,美國10年期債券孳息率跌至4.162厘,美匯指數跌至103.65,道指期貨最新升59點或0.15%,納指期貨最新升0.45%。人行行長潘功勝於人大會議記者會上表示未來仍有降準空間,上證綜指全日跌7點或0.26%收3,039點,深證成指跌0.2%,而滬深兩市成交額共9,318億人民幣。 恆指今早高開4點後升幅擴大,中午前曾升382點見16,545點,全日升275點或1.7%,收16,438點;國指升110點或2%,收5,672點;恆生科技指數升88點或2.7%,收3,412點。大市全日成交總額1,023.77億元,滬、深港通南下交易淨流入21.37億及11.55億元人民幣。 藥明系續升,藥明生物(02269.HK)揚9.1%收21.75元,藥明康德(02359.HK)漲4.3%。消費股造好,潤啤(00291.HK)及頤海(01579.HK)升6%及14.2%。 【科網股反彈 京東績前彈】 科網股反彈,騰訊(00700.HK)揚近2.4%收274.6元,美團(03690.HK)漲2.7%,京東(09618.HK)將公布去年業績,全日股價彈7.8%,阿里巴巴(09988.HK)漲3.1%收71.85元。中金發表報告,引述阿里管理層指出,公司目前資產和現金流情況可以確保回購資金的充足,有足夠的境外資金和匯出額度以完成回購,目前公司承諾每年3%以上的淨股份減少比例,公司表示若疊加1%以上的現金分紅比例,股東回報率有望超過4%,公司在淘天、國際業務和雲計算上的投入不會影響到回購和分紅。 該行認為,若阿里長期市場份額和淨利潤率能夠保持穩定,4%以上的股東回報水平已經有較大吸引力。在雙重主要上市方面,公司表示去年由於組織架構調整和員工激勵計劃有所延遲,目前並無較大阻礙,今年會堅持推進雙重主要上市計劃。淘天集團方面,阿里管理層表示會回歸淘寶和用戶,重點在算法、價格力、服務和技術等方面加大投入,從而提升用戶留存和購買頻次。公司預計今年商品成交金額(GMV)保持正增長。 【升股千一隻 紫金受追捧】 港股今日市寬改善,主板股票的升跌比率為26比16(上日為11比33),上升股份1,110隻(升幅3%),恆指成份股今日71隻股份上升,8隻股份下跌,升跌比率為86比10(上日為5比95);大市今日錄沽空156.01億元,佔可沽空股份成交額889.72億元的17.535%(上日23.131%)。 紫金(02899.HK)全日股價上揚6.2%收14.1元,摩根士丹利發表研究報告指,紫金未來30天股價約有80%機率上升。該行表示,金價觸及每安士2,100美元以上新高,成為近期紫金的催化劑。雖然與純金礦企業、山東黃金(01787.HK)和招金礦業(01818.HK)相比,紫金對金價的敏感度較低,但紫金還有銅和黃金銷售增長強勁的額外驅動力。該行預計金價每上升1%,紫金今年的淨利潤將增加0.6%,並估計黃金貢獻集團今年總毛利的約30%。
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