《市評》港股跌幅收窄 北水淨流入逾120億 茶飲股受捧
阿思達克 07-07 17:23
恆指今日跌逾200點後跌幅收窄，南向資金淨買入增至120.66億元，錄自5月6日(當日淨流入134.75億元)以來最高水平。市場關注美國與各國就「對等關稅」談判的進展，撰文之時，美國2年期債券孳息跌至3.863%，美國10年期債券孳息升至4.344%，美匯指數升0.12%至97.29，道指期貨最新跌87點或0.2%，納指期貨最新跌0.6%。上證綜指全日升0.8點或0.02%收3,473點，深證成指跌0.7%，兩市成交額共1.21萬億元人民幣。北水交易總成交額1,017.65億元，
恆指低開87點，初段跌202點一度低見23,713點，午後跌幅收窄至5點曾高見23,910點，全日跌28點或0.1%，收23,887點，連跌三個交易日(累跌333點或1.4%)；國指全日下跌不足1點，收8,608點；恆生科技指數升13點或0.3%，收5,229點。大市全日成交總額1,937.9億元。而南向資金今日淨流入120.66億元(上日淨流入66.83億元)。富衛(01828.HK)首日掛牌收38.4元，較上市價38元高1.1%，涉資7.89億元。
美團發放大量外賣紅包券，即時零售日訂單突破1.2億單，美團(03690.HK)全日跌1.5%，京東(09618.HK)及阿里(09988.HK)升0.5%及0.3%。此外，國泰君安國際(01788.HK)股價炒高10.8%，成交66.77億元。
【茶飲股受捧 中國飛鶴弱】
新型消費股造好，泡泡瑪特(09992.HK)揚2.4%收259元，老鋪黃金(06181.HK)揚4%，毛戈平(01318.HK)揚3.2%。蜜雪集團(02097.HK)股價彈高5.7%收543.5元，茶百道(02555.HK)彈高11%，滬上阿姨(02589.HK)揚5.7%，古茗(01364.HK)搶高6.2%。市場關注外賣平台發放優惠券，憧憬茶飲股或間接受惠。
中國飛鶴(06186.HK)發盈警，預計中期淨利潤下跌，股價全日下瀉17%。花旗發表報告指，飛鶴預計上半年收入按年跌8%至10%，到91億至93億元人民幣，淨利潤按年下降37%至47%，到10億至12億元人民幣，低於該行預期，認為其表現疲弱主要由於嬰兒配方奶粉(IMF)品牌在需求疲弱下推出的補貼計劃帶來的意外競爭，導致銷售下降。鑒於飛鶴股價或因其疲弱財報表現出現負面反應，以及國家育兒補貼政策刺激有限情況下，花旗將飛鶴評級從「買入」降至「中性」，目標價從7.1元下調至5.5元。
【跌股一千隻 濠賭股造好】
港股今日市寬續弱，主板股票的升跌比率為21比26(上日為20比26)，下跌股份1,065隻(跌幅2.3%)，恆指成份股今日28隻股份上升，下跌股49隻，升跌比率為33比58(上日60比36)。大市今日錄沽空300.58億元，佔可沽空股份成交額1,719.83億元的17.478%(上日為11.175%)。
濠賭股造好，澳博(00880.HK)全日股價升5.3%，新濠國際(00200.HK)及金沙中國(01928.HK)升3.1%及3.9%。
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