《即日市評》科網股領航大市 騰訊季績符預期
受科網股帶動下,港股今日續升。市場觀望本週公佈的美國通脹數據,美股道指及納指昨各跌0.3%及0.6%;執筆之時美國十年期國債孳息率跌至1.474釐,美匯指數升至94.18,美股道指期貨最新跌58點0.16%,納指期貨最新跌4點或0.03%。內地10月CPI按年升1.5%(高於市場原預期升1.4%),10月PPI按年升13.5%創歷史新高。內地10月新增人民幣貸款8,262億人民幣,高於預期增8,000億人民幣,10月社會融資規模增量1.59萬億人幣(市場預料1.7萬億人幣),上證綜指全日跌0.4點或0.41%收3,492點、深證成指下滑0.38%,內地創業板指數跌0.3%,滬深兩市成交額共1.08萬億人民幣。
恆指低開25點,早段低見24,481點曾跌331點,午後在內房及科技股顯着造好下倒升,尾市曾升199點曾高見25,013點,全日升183點或0.74%,收24,996點;國指升104點或1.19%,收8,910點;恆生科技指數升128點或2.06%,收6,349點。大市全日成交總額1,362.5億元,滬、深港通南下交易分別淨流入6.63億及21.1億元人民幣。
【科網股有支持 騰訊績符預期】
阿裏巴巴(09988.HK)及美團(03690.HK)全日股價均升2.6%,騰訊(00700.HK)股價上揚4.2%。騰訊收市後公佈第三季業績,以非國際財務報告準則計算,純利達317.51億人民幣,按年跌1.7%,符合本網綜合21間券商預測介乎274.34億至360.73億人民幣的區間;非國際財務報告準則每股盈利3.329元。純利395.1億元人民幣按年升2.5%,高於本網綜合13間券商預測的上限386.89億元;每股盈利4.143元。
騰訊第三季收入達1,423.68億人民幣,按年升13.5%。當中增值服務業務收入達752.03億人民幣,按年增長約8%;金融科技及企業服務收入達433.17億人民幣,升約30%;網絡廣告收入爲224.95億人民幣,按年升約5%。截至9月底,微信及WeChat的合併月活躍賬戶數達12.62億人,按年增長4.1%,按季升0.9%;QQ移動終端月活躍賬戶數達5.73億人,分別按年及按季跌7.1%及2.9%。
【主板市寬轉弱 內房股呈彈高】
港股今日市寬轉弱,主板股票的升跌比率爲19比21(上日爲22比18);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35比50);大市今日錄沽空204.21億元,佔可沽空股份成交1,127.86億元的18.106%(上日18.071%)。
領展(00823.HK)全日升1.3%收70.4元,中午公佈中期可分派總額按年增14.2%至33.36億元,每基金單位分派159.59仙。摩根大通發表報告,指領展中期可分派總額高市場預期10%。按收入計算,辦公室組合和中國零售業務收入分別按年增長23%和19%。該行相信,市場對於全年可分派總額估計可能會上調至該行預測之3.18元的水平。此外,摩通相信市場可能會重新關注該股在自然增長和收購方面的勢頭,維持「增持」評級,目標價爲87元。
內房股受追捧,華潤置地(01109.HK)及中國海外(00688.HK)股價各抽上8.8%及6.7%,融創中國(01918.HK)股價彈14.9%。據內地《證券時報》報道,中國銀行間市場交易商協會昨(9日)舉行房企代表座談會。據悉,部份參會房企有計劃近期在銀行間市場註冊發行債務融資工具。有債券從業人士表示,座談會召開意味着房地產企業境內發債的相關政策會有所鬆動,近期將會有房企在公開市場發債融資,同時,銀行等機構投資者亦會通過債券投資等方式重新爲房企「輸血」,防止房企資金鍊進一步惡化。
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