《即日市評》恆指本周累跌逾千四點 港交所今受壓
受友邦(01299.HK)及港交所(00388.HK)跌勢拖累下,港股今日持續向下。美聯儲公布會議結果後市況持續波動,美股道指及納指昨各跌0.02%及1.4%;執筆之時美國十年期國債孳息率跌至1.822厘,美匯指數升至97.39,美股道指期貨最新跌7點或0.04%,納指期貨最新升0.5%。人行進行2,000億人幣14天期逆回購操作,上證綜指全日跌32點或1%收3,361點、深證成指跌0.5%,內地創業板指數升0.08%,滬深兩市成交額8,189億人民幣。
港股今日期指結算,恆指高開11點,早段曾升41點,其後再度向下,曾跌299點一度低見23,507點,全日跌256點或1.08%,收23,550點;國指跌81點或0.98%,收8,210點;恆生科技指數盤中曾創歷史低位,全日跌91點或1.71%,報5,291點。大市全日成交總額1,256.99億元,滬、深港通南向交易暫停直至2月7日(即年初七)恢復。
恆指本周累跌1,415點或5.7%、國指本周累跌577點或6.6%、恆生科指本周累跌578點或9.9%。美聯儲局近日將聯儲基金指標利率維持在零至0.25厘區間符預期,但美聯儲局主席鮑威爾稱不排除每次會議都加息可能性,市場亦關注內房股重組情況。
【金融股受壓 港交所捱沽】
金融股今日受壓,友邦股價跌4%報80.85元,港交所股價跌4.2%。花旗將港交所目標價由435元下調至400元,評級由「中性」下調至「沽售」,以反映交易量疲軟以及利率預期的變化。
該行將港交所2022年日均成交額從1,780億元下調至1,630億元,按年下降2%,主要是由於2021年第一季高基數。花旗表示,雖然港交所每股盈利自2021年中左右見頂以來,市場對其每股盈利預測普遍下跌約10%,但港交所股價在約450元左右波動,一直極具韌性。
【沽空率高企 教育股反彈】
港股今日主板市寬續弱,主板股票的升跌比率為15比25(上日為8比35),下跌股份1,064隻(跌幅2.5%),恆指成份股13隻股份上升,下跌股份49隻,升跌比率為20比77(上日為27比69);大市錄沽空268.75億元,佔可沽空股份成1,015.81億元的26.457%(上日為25.891%)。
教育股反彈,中教(00839.HK)股價抽升43.3%,希望教育(01765.HK)及新高教(02001.HK)各升23.2%及15.5%。
日前有傳內地教育監管或蔓延至非學科培訓,中教控股管理層在投資者會議上表示,民辦教育促進法是通過國家各部門長時間探討、聽詢行業意見後出台,表示民辦職業高教可以盈利及VIE,加上此前一直傾向鼓勵政策,不會在如此短時間內180度大轉彎。
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