《即日市評》科網股領航港股續升 恆生科指急漲8%
官媒《新華社》發表文章指資本市場發展基礎穩固,針對平臺經濟等監管政策並非限制和打壓,而是有利於經濟社會長遠發展。港股今日受科網股等帶動持續回升。美國聯儲局維持聯邦基金指標利率在0至0.25%不變,聯儲局主席鮑威爾表示未有縮減買債規模時間表,美股道指昨跌0.4%,納指則升0.7%;執筆之時美國十年期國債孳息率跌至1.257釐,美匯指數跌至92;美股道指期貨最新升110點或0.33%,納指期貨最新跌0.09%。上證綜指全日升50點或1.5%收3,411點、深證成指漲3%、內地創業板指數上揚5.3%,滬深兩市成交額共1.25萬億人民幣。
恆指高開747點,早段升幅曾收窄至383點一度見25,857點,其後升幅曾擴大至861點一度高見26,335點,最終恆指全日升841點或3.3%,收26,315點;國指升344點或3.8%,收9,415點;恆生科技指數升515點或8%,收6,958點。大市全日成交總額2,541.22億元,滬港通南下交易淨流出14.34億元人民幣,深港通南下交易淨流入5,830萬元人民幣。港交所(00388.HK)全日股價揚5.8%收500元。
【科網股領航 騰訊彈一成】
騰訊(00700.HK)全日股價彈高10.02%收492元,美團(03690.HK)股價抽升9.5%收228.4元,阿裏巴巴(09988.HK)股價漲7.7%,而京東(09618.HK)股價搶高12.8%。花旗發表報告表示,隨着內地政府近期公佈外資不能透過可變利益實體(VIE)方式投資相關課後輔導(AST)行業後,部份投資者擔心內地監管政策或會進一步收緊至互聯網企業,因大部份中資互聯網企業均採取可變利益實體(VIE)結構。
花旗認爲上述市場擔心屬過度,指課後輔導行業商業模式或潛在影響社會穩定,而且對現有教育系統帶來挑戰。該行指,許多內地互聯網公司已經展示了其研發和發展實力、並開創了比西方同業更先進的創新商業模式,一些互聯網巨頭也在探索芯片設計、人工智能算法及自動駕駛技術的研發,該行認爲這些將有利於中國經濟的未來發展。
【升股千四隻 阿裏健康飆】
港股今日主板市寬向好,主板股票的升跌比率爲35比9(上日爲28比17),上升股份1,460只(升幅4.3%);恆指成份股今日33只股份上升,下跌股24只,升跌比率爲57比41(上日爲57比40);大市今日錄沽空393億元,佔可沽空股份成交2,304.31億元的17.055%(上日13.416%)。
互聯網醫療股亦抽上,阿裏健康(00241.HK)股價急升22.7%收12.88元,成升幅最大的藍籌股;京東健康(06618.HK)股價搶升16.1%。美銀證券指,近期教育股受到監管新規影響而股價下跌,連累投資者對互聯網醫療股的監管風險憂慮加深。該行認爲監管機構不會大幅限制互聯網醫療企業,主要由於板塊對社會有正面作用,提供更便利及可負擔的醫療服務、醫療產品及醫療管理服務。
美銀證券稱,過去數年當局對網上藥品銷售、網上診症及社會醫療保險等持支持態度,相信未來將有更多政策支持,即使監管當局管制互聯網醫療業務亦不感意外,並認爲對行業長遠而言有益。根據該行調查,今年次季網上藥品銷售按年增長逾70%,其中阿裏健康處方藥銷售增長1.71倍。該行對互聯網醫療行業仍有信心,維持阿裏健康、京東健康及平安好醫生評級「買入」,認爲板塊已被過度拋售,現爲吸引買入時機。
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