《市評》恆指向上 北水回歸淨買入39億 內銀及車股受捧
阿思達克 06-03 17:17
受中資金融及汽車股帶動下，恆指今日(3日)回升。市場關注中美貿易談判進展，美股道指及納指隔晚(2日)各升近0.1%及0.7%，撰文之時，美國2年期債券孳息跌至3.92%，美國10年期債券孳息跌至4.412%，美匯指數跌0.26%至98.97，道指期貨最新跌189點或0.5%，納指期貨最新跌0.4%。5月財新中國製造業PMI降至48.3遠遜預期，為2024年10月以來再陷收縮。上證綜指全日升14點或0.43%收3,361點，深證成指升0.2%，滬深兩市成交額共1.14萬億元人民幣。
恆指高開123點後升幅擴大，曾升377點見23,535點，全日升354點或1.5%，近高收報23,512點；國指升160點或1.9%，收8,519點；恆生科技指數升55點或1.1%，收5,189點。大市全日成交總額2,036.81億元。而南向資金今日淨買入39.05億元。
騰訊(00700.HK)及阿里巴巴(09988.HK)各漲1.3%及0.6%。
【恆指呈向上 內銀股領漲】
內銀股領漲，內銀股工行(01398.HK)走高3%、農行(01288.HK)揚3.4%、建行(00939.HK)走高3.5%、中行(03988.HK)升2.7%。內險股財險(02328.HK)及人保(01339.HK)升3.9%及2.5%。
高盛發表報告表示，儘管中美在日內瓦的貿易談判後降低了關稅，5月份財新製造業PMI從4月的50.4顯著下降至48.3(高盛預測50.7)，與市場預期的上升相反。在主要分項指數中，產出分項指數下降幅度最大，其次是新訂單分項指數。中國國家統計局製造業PMI與財新製造業PMI之間的背離可能部分由於調查時間差異。財新PMI調查通常比國統局PMI調查更早進行，5月12日後降低的關稅影響可能尚未在財新PMI受訪者調查時顯現。儘管如此，5月兩項製造業PMI均低於50，顯示美國關稅對製造業的負面影響。
【升股千三隻 小米理想揚】
港股今日市寬改善，主板股票的升跌比率為32比15(上日為14比31)，上升股份1,325隻(升幅3.2%)，恆指成份股今日70隻股份上升，下跌股11隻，升跌比率為84比13(上日27比70)。大市今日錄沽空288.17億元，佔可沽空股份成交額1,799.7億元的16.012%(上日為14.883%)。
內地汽車經銷商業界促車企不要頻繁調整售價及轉嫁庫存，汽車股造高，理想-W(02015.HK)全日股價彈高5.8%。高盛預期L系改款及MEGA家庭版推動第二及第三季銷量。長汽(02333.HK)及比亞迪(01211.HK)均上揚3.9%。
小米-W(01810.HK)全日股價造高3.1%報53.2元，內媒引述創辦人雷軍在小米投資者大會上表示，小米汽車業務的虧損正在逐步減少，預計今年第三到第四季將可獲利。他又稱，最新推出的小米YU7售價不會是網傳的23.59萬元人民幣，正式定價要一至兩日前才能確定。公司在YU7的智駕研發投入上總預算達到35億元人民幣，整體投入在業界處於領先水平。
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