《即日市評》恆指靠穩 騰訊上季Non-IFRS淨利潤符預期及增今年回購至千億
阿思達克 03-20 17:25
市場觀望美聯儲局議息結果及會後聲明，恆指今日靠穩。美股道指及納指隔晚各升0.8%及0.4%，執筆之時，美國10年期債券孳息率跌至4.281釐，美匯指數升至104.02，道指期貨最新跌19點或0.05%，納指期貨最新跌0.06%。上證綜指全日升16點或0.55%收3,079點，深證成指升0.2%，而滬深兩市成交額共近1萬億人民幣。
恆指高開29點，初段曾跌99點低見16,430點，其後一度升124點見16,654點，全日升13點或0.1%，收16,543點；國指升23點或0.4%，收5,803點；恆生科技指數升22點或0.7%，收3,551點。大市全日成交總額853.43億元，滬、深港通南下交易淨流入48.78億及32.5億元人民幣。
科網股走個別，阿里(09988.HK)、京東(09618.HK)及百度(09888.HK)升0.2%至0.3%，美團(03690.HK)下滑0.4%，網易(09999.HK)及嗶哩嗶哩(09626.HK)升1.3%及2.7%。
【觀望美國議息 騰訊績符預期】
騰訊(00700.HK)全日股價上揚1.3%收288.8元。騰訊收市後公佈去年第四季業績，非國際財務報告準則(Non-IFRS)淨利潤426.8億人民幣按年升43.7%，符合本網綜合12間券商預測介乎390億至435億元人民幣之內，純利爲270.25億元人民幣按年跌74.6%，期內總收入1,551.96億元，按年升7.1%。增值服務業務第四季收入下降2%至691億元。當中國際市場遊戲收入增長1%至139億元，本土市場遊戲收入下降3%至270億元，社交網絡收入下降2%至282億元。
另外，騰訊去年第四季網絡廣告業務收入按年增長21%至298億元，主要來自視頻號廣告需求及廣告平臺持續升級的推動。而金融科技及企業服務業務於去年第四季收入則錄544億元，按年增長15%。騰訊亦宣佈擬今年回購規模擴至逾1,000億港元，按年至少翻倍。
【市寬略呈改善 李寧彈逾半成】
港股今日市寬略改善，主板股票的升跌比率爲21比19(上日爲13比29)，恆指成份股今日41只股份上升，35只股份下跌，升跌比率爲50比43(上日爲15比82)；大市今日錄沽空178.5億元，佔可沽空股份成交額747.38億元的23.884%(上日爲22.649%)。
體育用品股李寧(02331.HK)去年純利跌22%，末期息降至18.54分人幣，股價全日升5.7%，同業安踏(02020.HK)及滔搏(06110.HK)升2%及3%。
花旗發表報告指，李寧2023年淨利潤按年下跌22%，符合該行預期。至於在剔除一次性收益(包括聯營收入)後，公司核心淨利潤則按年下跌25%。該行亦指公司去年底全渠道庫存及銷售比率降至3.6倍，爲過去5年來最高效率的水平。同年公司的淨營業收入增長20%，累計中期及末期股息，2023年的派息比率上升至45%。因此花旗將李寧目標價定爲28.5元，評級「買入」。
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