《即日市評》阿里等科網股領跌 恆大逆市造好
受阿里巴巴(09988.HK)等科網股拖累,港股今日向下。市場負面情緒持續,美股道指及納指於上周五(21日)各跌1.3%及2.7%,執筆之時美國十年期國債孳息率跌至1.719厘,美匯指數升至95.74,美股道指期貨最新升80點或0.23%,納指期貨最新升0.4%。人行時隔1個月重啟14天逆回購,規模達1,500億元人民幣,中標利率降至2.25厘,比上次下調10個基點;上證綜指全日升1點或0.04%收3,524點、深證成指升0.37%,內地創業板指數升0.7%,滬深兩市成交額共8,641億人民幣。
恆指今早低開272點,曾跌394點見24,570點,其後跌幅曾收窄至170點見24,795點,全日跌309點或1.24%,收24,656點;國指跌129點或1.47%,收8,658點;恆生科技指數跌166點或2.84%,收5,703點。大市全日成交總額1,243.16億元,滬、深港通南下交易分別淨流入12.15億及23.6億元人民幣。
市場憧憬恆大(03333.HK)債務重組框架,恆大全日股價升3.9%,雅居樂(03383.HK)逾18億人幣向中海外(00688.HK)售廣州亞運城項目權益,雅居股價升7.4%。
【恆大股價升 阿里網易挫】
科網股下跌,阿里巴巴(09988.HK)股價跌6.3%報119.1元,網易(09999.HK)股價跌7.5%,京東(09618.HK)跌5.6%報289.2元。國家人力資源社會保障部等多部委日前再次對滴滴、美團(03690.HK)、阿里巴巴、騰訊等11家頭部平台企業聯合開展行政指導,要求維護新就業形態勞動者勞動保障權益。阿里巴巴旗下餓了麼、曹操、達達、閃送、貨拉拉、滿幫及到家集團等亦在行政指導之列。
國家改委經濟貿易司副司長張國華表示,要加強反壟斷和反不正當競爭執法,落實公平競爭審查實施細則,維護市場公平競爭秩序。明確各地區不得要求連鎖經營等流通企業在本地設立具有法人資格市場主體,也不得對沒有設立具有法人資格市場主體的連鎖經營企業在給予補貼補助等惠企政策時採取歧視做法。引導平台經濟、共享經濟等新業態良性發展,同時防止資本無序擴張。
【跌股千一隻 長汽有沽壓】
港股今日主板市寬轉弱,主板股票的升跌比率為14比26(上日為26比15),下跌股份1,117隻(跌幅2.6%),恆指成份股24隻股份上升,下跌股份39隻,升跌比率為37比61(上日為83比16);大市錄沽空207.17億元,佔可沽空股份成1,026.14億元的20.19%(上日為19.75%)。
汽車股走弱,長汽(02333.HK)股價跌6.6%報23.3元,吉利(00175.HK)股價跌3.5%。瑞信發表研究報告指出,長汽去年純利按年增長26%至68億元人民幣,低過市場預期的76億元人民幣,其用於純電動車歐拉好貓的免費充電方面的費用,令公司銷售成本、綜合開銷及行政管理費用高過預期。公司早前宣布,基於好貓的智能晶片問題,提供價值1萬元人民幣的充電配額補貼。
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