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《即日市评》财新PMI胜预期 中资股领涨 恒指本周累升433点
阿思达克 11-01 17:07

10月财新中国制造业采购经理人指数(PMI)胜预期,港股今日持续向上。美国总统特朗普称中美在寻找地点签署首阶段贸易协议,相等於完整协议的六成,并将作有关公布;外电引述消息指,中国要求在首阶段贸易协议中,取消12月15日生效对逾千亿美元中国货品开徵的15%关税,同时要在下阶段贸易协中,逐步取消所有对中国货品的关税;执笔之时美汇指数跌至97.23。10月财新中国制造业PMI录得51.7,连升四个月至逾两年半高位。上证综指涨近1%收2,958,沪深两市成交额共4,349亿人民币。

港股今早跟随低开100点,其後在财新PMI数据公布後回升,突破27,000点後反覆向上,收市升194点或0.7%,报27,100点;国指升89点或0.9%,收10,622点。大市全日成交总额793.97亿元。沪、深港通南下交易录得净流入金额分别为4.12亿及5.44亿元人民币。腾讯(00700.HK)涨0.2%,部电讯设备股急涨,中通服(00552.HK)抽上11.1%。

恒指本周累升433点或1.6%,国指本周累升156点或1.5%。市场关注本港政局、美联储局议息及中美贸易谈判进展,本周初外电报道中美已接近达成首阶段贸易协议,而近日美联储公开市场委员会宣布今年第三次减息,减幅四分一厘,美国联邦基金利率目标介乎1.5至1.75厘,但美联储主席鲍威尔暗示暂不会再减息,本港大型银行亦宣布下调最优惠利率12.5点子。

【药明生物挫 遭配股减持】

药明生物(02269.HK)今日股价挫6.5%收86.45元,成交额60.51亿元,为全日成交额最高股份。公司折让约8%配股净筹逾39亿元,另大股东配减持逾3%持股。美银美林发表报告表示,相信公司集资用以提升股本资本,以支持资本开支。该行料配股会对股价构成压力,决定将药明生物目标价由105元下调至102元,2019年至2021年每股盈利预测调低3%,重申「买入」评级,但该行持续看好药明生物的基本因素。

该行表示,药明生物大股东近两年有序地持续配股减持,如2018年6月,2019年3月及2019年6月,但配股後股价均再创新高,该行不会对药明生物大股东今次配股减持有过份解读,该行亦难以估计药明生物大股东未来再配股减持的时机。

【升股九百售 ASM捱沽】

港股今日市宽略向好,主板股票的升跌比率为25比18(上日为22比20),上升股份919只(升幅2.5%);恒指成份股今日37只股份上升,下跌股份8只,升跌比率为74比16(上日为74比20)。大市今日录沽空105.91亿元,占可沽空股份成交金额630.5亿元的16.798%(上日17.339%)。

ASM太平洋(00522.HK)股价挫6.1%收103元。摩根大通发表报告指,ASM太平洋第三季业绩令人失望,盈利按年下跌63%,第三季收入亦较集团指引下限再低3%,相信部分由於先进封装工具的收入确认延迟,而集团第四季的收入指引亦较该行预测低20%。该行维持对ASM太平洋的「减持」评级及目标价75元,认为集团股价在过去三个月跑赢市场23%,但其业务基本面并无明显改善。

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