《即日市评》科技股成升市火车头 美团闯高 瑞声业绩逊
科技股领航大市，港股今日持续向上。美国8月Markit制造业PMI初值为53.6创一年半高及胜预期，美股道指上周五升0.7%，纳指及标普指数再创收市新高，各升0.4%及0.3%，执笔之时美汇指数处93.0430，美股道指期货最新升219点或0.8%，美股纳指期货最新升109点或0.94%。上证综指涨0.2%收3,385、深证成指升1.4%及内地创业板指数升近2%，沪深两市成交额共8,971亿人民币。
恒指今早高开238点，其後升幅曾扩大，最终全日升437点或1.7%，收25,551点；国指升124点或1.2%，收10,336点；恒生科技指数升161点或2.3%，收7,329点。大市全日成交总额1,401.54亿元，沪、深港通南下交易录得净流入金额分别为22.05亿及19.13亿元人民币。
【腾讯阿里扬 美团再破顶】
科技股领航大市，腾讯(00700.HK)今日股价弹高5.8%收537.5元，阿里巴巴(09988.HK)股价亦上扬4.6%收264.4元。美国据报不反对美企在中国使用微信，有内地媒体报道，腾讯旗下企业微信海外版的英文名已由WeChatWork改为WeCom，今次易名并没有作出官方通告，而苹果及谷歌的App Store亦已作出调整，相信与美国总统特朗普对WeChat的禁令有关。
美团点评(03690.HK)季绩胜预期及获大行唱好，今日股价破顶抽上8.4%收265.8元，市值升至1.56万亿元。野村发表报告指，美团第二季收入按年增长9%，较市场预期高出5%，主要是因为所有业务的收入都有增长所致。非通用会计准则计算的营运利润率按年扩阔1.3个百分点至6.8%，有别该行预期的负1.6%，主要是因为食品配送业务的毛利率按年扩张2.7个百分点至8.6%所带动。虽然环境充满挑战，但野村指美团第二季的业绩反映出其出色的执行力，因此将其投资评级由「中性」上调至「买入」，目标价由122元调高至300元。
【市宽续向好 瑞声业绩逊】
港股今日主板市宽向好，主板股票的升跌比率为25比19(上日为26比18)，上升股份968只(升幅3.3%)，恒指成份股今日38只股份上升，下跌股份8只，升跌比率为76比16(上日为82比14)；大市日录沽空197.58亿元，占可沽空股份成1,144.33亿元的17.266%(上日为17.724%)。
。
瑞声(02018.HK)中午公布中期少赚58.4%逊预期并减派息，该股午後曾跌近9%一度低见49.1元，其後跌幅收窄，最终全日收53元跌1.8%。瑞声中午今年中期营业额78.37亿人民币按年升3.6%。纯利3.2亿人民币按年跌58.4%，逊於本网综合9间券商纯利预测之介乎3.44亿元至4.99亿人民币；每股盈利0.27元人民币。派每股中期息10港仙，上年同期派40港仙。期内，毛利为18.2亿元，按年下跌12.8%；毛利率为23.2%；按年下跌4.3个百分点。
摩根士丹利发表报告指，瑞声第二季纯利仅2.68亿人民币按年跌21%，低於该行及市场原预期逾两成，主要受毛利率较低所拖累，旗下光学业务今年第二季毛利率仅13.8%，低於市场原预期逾20%水平，该行将关注瑞声收入及毛利率最新指引，维持对其「与大市同步」评级及目标价60元。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
