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《即日市評》美聯儲「收水」減買債 恆指止連跌 比亞迪受捧
恆指連跌七日(累跌1,107點或4.2%)後,今日受科網股及比亞迪(01211.HK)引領回升。美國聯儲局維持聯邦基金利率目標在0至0.25釐不變,並決定調整資產購買計劃,每月將減少買債150億美元,聯儲局主席鮑威爾強調不急於加息;執筆之時美國十年期國債孳息率升至1.577釐,美匯指數升至94.2,美股道指期貨最新跌6點或0.02%,納指期貨最新升0.44%。內地昨新增新冠本土病例87例,上證綜指全日升28點或0.8%收3,526點、深證成指升1.3%,內地創業板指數升1.06%,滬深兩市成交額共1.08萬億人民幣。 恆指高開116點,早段曾升220點高見25,244點,其後曾倒跌14點見25,010點,午市升幅再擴大,全日升200點或0.8%,收25,225點;國指升96點或1.09%,收8,953點;恆生科技指數升101點1.62%,收6,375點。大市全日成交總額1,186.06億元,滬、深港通南下交易半日分別淨流入8.95億及12.47億元人民幣。 騰訊(00700.HK)及阿裏巴巴(09988.HK)各升2.5%及3.1%。市場憧憬本港與內地放鬆「通關」措施,莎莎國際(00178.HK)漲8.7%,周大福(01929.HK)揚5.6%。而佳兆業(01638.HK)股價挫15.1%,公司主席郭英成指是負責任企業,稱有能力和辦法還款。 【科網股領航 比亞迪受捧】 汽車股有支持,長汽(02333.HK)及廣汽(02238.HK)股價各升5.4%及3.5%,比亞迪(01211.HK)全日股價抽上7.8%收315.6元,爲升幅最大藍籌股。美銀證券發表報告表示,比亞迪10月乘用車及商用車銷量近9萬輛,按年升88%,按月則升12%,並指公司今年首十個月以來銷量按年升71%至54.3萬輛,達到對其今年銷量預測的82%。 美銀證券指,維持比亞迪「買入」投資評級及目標價405元,該行看好電動汽車銷量的增長前景、公司更好的產品組合及更廣泛LFP(磷酸鐵鋰)電池應用帶來的利潤率改善前景。 【市寬續略改善 李寧續走高】 港股今日市寬續略改善,主板股票的升跌比率爲21比19(上日爲18比23);恆指成份股今日30只股份上升,下跌股份27只,升跌比率爲50比45(上日爲28比63);大市今日錄沽空167.75億元,佔可沽空股份成交974.46億元的17.215%(上日18.791%)。 李寧(02331.HK)全日股價升近4%收90.75元。花旗發表報告,近日與李寧管理層進行溝通,認爲公司給予2022年銷售收入增長約20至23%(low-20s)的指引屬合理,公司亦詳細說明近日配股所得將主要用於投資自身業務擴張,而不是進行併購活動。該行指,李寧對運動時尚策略堅定,公司長遠通過「李寧1990」自身增長或長期通過併購,料未來將可緩解來自同業安踏(02020.HK)旗下FILA業務所帶來的業務壓力。 保利協鑫(03800.HK)全日彈高8.8%,瑞信發表報告,指保利協鑫(03800.HK)過去兩天股價調整24%,可能是由於獲利回吐和關於光伏股龍頭隆基部份(601012.SH)產品遭美扣關的消息影響市場情緒。然而,該行認爲多晶硅的強勁基本面保持不變,並相信這次回調爲協鑫創造了一個具有吸引力的買入點,加上估值不高,予「跑贏大市」評級,目標價4元。
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