惠譽降本港信貸評級 恆指午後升幅收窄至不足60點
惠譽國際因應本港近期社會動盪將香港評級由「AA+」降至「AA」級,展望負面。上證及深成繼今早高位遇壓後,午後倒跌0.1%及0.4%,報2,982及9,747。
恆指繼今早跟隨外圍最多回升275點,高見26,790無以為繼後,午後升幅進一步收窄,最低見26,563,現造26,572,僅回升57點,成交額639億元。
藍籌股個別發展。李嘉誠基金公布於8月30日及9月3日,以每股平均價53.171及51.8977元再次增持長實集團(01113.HK)182.75萬股,以及於9月3日以每股平均價66.6614元增持長和(00001.HK)50萬股,兩者涉資近1.3億元。長和股價三連升,最高見71.2元,受制50天線(72.3元),現造70.7元,續升2.5%;長實集團回升至56.1元無以為繼,曾輕微倒跌低見55.1元,現造55.4元,僅彈近0.4%。
港交所(00388.HK)恢復衍生產品市場交易,今日股價曾高見254.8元,現造250元,回升1.1%;匯控(00005.HK)及中銀(02388.HK)各高見58.4元及27.3元,現造57.9元及27.2元,回升0.7%及1.3%。
中美貿易緊張局勢有所緩和,萬洲(00288.HK)最高見7.07元,現造7元,回升2.7%。申洲(02313.HK)高見112.7元,現造112元,續升2.7%。
中美同意外10月初重啟面對面貿易談判,加上蘋果即將舉行新產品發布會,瑞聲科技(02018.HK)連彈第三天兼重越50天線(40.1元),最高見42.2元,現造40.4元,續升3.3%,獲瑞信重申「跑贏大市」評級看103.7元的舜宇光學(02382.HK)屢創52周新高,最高見120元,現造117.3元,續升3.5%,暫為最強藍籌。
有指深圳將於2020年8月底實現5G網絡全市覆蓋,手機設備相關股舞起,中興(00763.HK)重越10天及20天線,最高見21.55元,現造21.05元,續彈7.5%。獲瑞信維持看9元的丘鈦科技(01478.HK),今日股價曾高見8.63元創近四個月高,現造8.39元,續升8.4%;京信通信(02342.HK)高見1.93元,創逾一個月高,現造1.89元,續升2.2%。長飛(06869.HK)高見14.1元,現造13.8元(剛為50天線),升3.8%。
惠譽中午宣布,將香港評級由「AA+」降至「AA」級,展望負面。該行指出,過去數月持續的衝突及暴力正在測試「一國兩制」的底線及柔韌性,而內地官員針對香港事務亦採取了自97回歸以來最公開的姿態。惠譽認為一國兩制仍然完整,但香港在經濟、金融、社會政治與內地連結越來越多,反映香港正持續整合至中國政府的體系中,之後將面對更大的制度和監管挑戰,認為相關發展將收窄香港與中國之間主權評級的差異。至於展望「負面」,主要認為政府雖向示威者的一些要求作出讓步,但某程度上公眾不滿依然持續,而潛在爆發下一波社會動盪或會進一步損害對機制的信心,並敗壞對香港政府管治、政府穩定及營商環境的觀感。
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