《市評》恆指微跌 北水轉淨流出31.9億 藥捷安康急升後轉瀉近54%
市場觀望美聯儲本周議息。國家商務部指中美就妥善解決TikTok問題達成基本框架共識,市場觀望兩國元首周五會否通話,港股今日(16日)反覆偏淡。美股道指及納指隔晚(15日)各升0.1%及0.9%,撰文之時,美國2年期債券孳息跌至3.532%,美國10年期債券孳息跌至4.032%,美匯指數跌至97.12,道指期貨最新跌22點或0.05%,納指期貨最新升85或0.35%。上證綜指全日反覆升1點或0.04%收3,861點,深證成指升0.45%,滬深兩市成交額共2.34萬億元人民幣。國家外交部發言人林劍被問及美國總統特朗普稱中美兩國元首將在本周五進行通話,林劍指元首外交對中美關係發揮著不可替代的戰略引領作用,就關於提到的進行通話問題,他稱目前沒有可以提供的資訊。
恆指高開90點,曾升155點見26,601點四年高,其後曾倒跌114點見26,332點。全日跌8點,收26,438點;國指升1點,收9,386點;恆生科技指數升34點或0.6%,收6,077點。大市全日成交總額2,940.07億元。北水交易總成交額1,657.66億元,而南向資金今日淨流出31.89億元(上日淨流入144.73億元),自8月28日(當日淨流出204.41億元)以來再錄淨流出。雲鋒金融(00376.HK)先舊後新折讓16.8%配股淨籌11.5億元,股價跌19.1%。
禾賽-W(02525.HK)首掛全日收234元,較上市價212.8元高出10%,涉資13.26億元,不計手續費,每手20股,賬面賺424元。
【攜程有支持 藥捷反覆挫】
攜程(09961.HK)全日股價上揚4.1%收597.5元,同程(00780.HK)升近2.5%,內媒近日報道指國慶假期機票預訂逐入高峰,內地機票線上搜索熱度增逾三成。
個別醫藥及醫療股大幅波動,腦動極光-B(06681.HK)股價曾炒高近75.8%一度高見17.79元,全日收11.79元升幅收窄至16.5%,成交額61.77億元。佰澤醫療(02609.HK)股價曾炒高94%一度高見19.88元,全日僅升28%收13.11元,成交58.1億元。而藥捷安康-B(02617.HK)股價一度炒高63.7%曾高見679.5元,全日倒跌53.7%收192元,成交逾45.4億元。三者均為早前被納入港股通。此外,阿里健康(00241.HK)下滑近3.9%收6.67元,京東健康(06618.HK)挫5.8%收65.55元。
【沽空率下滑 美團股價揚】
港股今日市寬轉弱,主板股票的升跌比率為24比27(上日為23比28),下跌股份1,085隻(跌幅2.6%),恆指成份股今日35隻股份上升,下跌股份49隻,升跌比率為40比56(上日38比59)。大市今日錄沽空318.61億元,佔可沽空股份成交額2,500.15億元的12.744%(上日為16.933%)。
騰訊(00700.HK)升0.2%報645元,阿里(09988.HK)止連升,全日股價跌0.7%報153.5元。美團(03690.HK)升3%收100.3元。
花旗發表報告表示,美團旗下國際餐飲外送品牌「Keeta」於昨日(15日)正式進軍科威特市場,標誌其進入的第三個海灣合作委員會成員國,距離8月19日登陸卡塔爾僅相隔不到一個月。這顯示即使面對內地市場日趨激烈的競爭,美團對海外市場擴張仍相當積極、並未鬆懈。Keeta目前已在沙地阿拉伯、卡塔爾及科威特三地推出服務,且短短數月內,沙特已拓展至20多個城市,並成為當地領先外送平台之一。該行指,Keeta於科威特首日上線即成為當地iOS及Google Play「美食飲品」類下載榜首,同時在卡塔爾及沙特亦持續穩佔同類App下載首位,顯示其在中東市場用戶增長動能強勁。
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