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《即日市評》恆指本週累升582點 內需股今造高
受匯控(00005.HK)及阿裏巴巴(09988.HK)拖累下,恆指今日回落。市場憂慮美聯儲進取地收緊貨幣政策,觀望美聯儲下週會議結果,美股道指及納指昨各跌0.9%及1.3%,執筆之時美國十年期國債孳息率跌至1.796釐,美匯指數處95.66,美股道指期貨最新跌10點或0.03%,納指期貨最新跌0.74%。人行進行1,000億人幣7天期逆回購操作,單日淨投放900億人幣;上證綜指全日跌32點或0.9%收3,522點、深證成指跌1.2%,內地創業板指數跌1%,滬深兩市成交額共9,845億人民幣。 港股反覆靠穩,恆指低開54點,早段曾倒升29點一度見24,982點,其後曾跌228點一度低見24,723點,尾市再度向上,全日升13點或0.05%,收24,965點;國指升25點或0.29%,收8,787點;恆生科技指數跌26點或0.44%,收5,870點。大市全日成交總額1,541.73億元,滬、深港通南下交易分別淨流入12.43億及19.94億元人民幣。匯控今日股價跌2.1%。 恆指本週累升582點或2.4%、國指本週累升232點或2.7%、恆生科指本週累升101點或1.8%。人行早前降公開市場操作利率,下調1年期MLF利率10個基點至2.85%,市場關注內房股會否獲政策放鬆,而有部份房企斥資回購債券及票據。 【阿裏股價軟 內需股造高】 部份科網股偏軟,阿裏巴巴股價下滑3.3%收127.1元,快手(01024.HK)跌1.2%。發改委、工業和信息化部、住房和城鄉建設部、商務部、市場監管總局、國管局、中直管理局會同有關部門發佈《促進綠色消費實施方案》,其中指出要強化對違法違規等行爲處罰約束。方案指要完善短視頻直播、直播帶貨等網絡直播標準,進一步規範直播行爲,嚴厲打擊虛假廣告、虛假宣傳、數據流量造假等違法違規和不良行爲,禁止欺騙、誤導消費者消費,遏制誘導消費者過度消費,倡導理性、健康的直播文化。 內需股上揚,九毛九(09922.HK)升6.5%,華潤啤酒(00291.HK)股價揚4.1%,農夫山泉(09633.HK)股價漲4.8%。大和指,內地自去年第四季爆發疫情及持續社交限制下,華潤啤酒股價今年初至今已下調9%。不過,該行仍看好集團今後的增長前景,料疫情不會影響產品高端化,主因若內地於農曆新年期間有跨城市旅行限制令人流減少,大城市及富裕區域的啤酒消費或會因此有支持,加上集團直接加價及產品升級的可能性仍在。 【市寬呈轉弱 新世界上揚】 港股今日主板市寬轉弱,主板股票的升跌比率爲19比21(上日爲26比15),恆指成份股45只股份上升,下跌股份17只,升跌比率爲70比27(上日爲83比16);大市錄沽空252.02億元,佔可沽空股份成1,292.72億元的19.495%(上日爲19.75%)。 本地地產股造好,新世界(00017.HK)升3.9%。匯豐環球研究發表報告指,新世界發展行政總裁鄭志剛於1月19日提供了經營更新。他稱集團的經常性收入增長前景向好,主要是受到財年至今強勁的租戶銷售表現,及未來項目的建設進度良好所支持,經常性收入增長正在目標於2024財年貢獻逾50%基礎盈利的軌道上。(wl/a) ~
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