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《即日市評》恆指跌至逾五年低位 金融股沽壓重
歐美研究禁止俄羅斯石油進口,國際油價亞洲交易時段曾升穿每桶130美元創近十四年高位,港股今日跌至逾五年低位。執筆之時美國十年期國債孳息率跌至1.725厘,美匯指數升至99.03,美股道指期貨最新跌566點或1.7%,納指期貨最新跌1.7%。內地政府將今年中國經濟增長目標設定在約5.5%,人民幣中間價下調190點報6.3478兌一美元,內地首兩月美元計出口按年增16.3%勝預期,惟進口增長15.5%遜預期,上證綜指全日跌74點或2.2%收3,372點,深證成指跌3.4%,滬深兩市成交額共1.02萬億人民幣。 恆指低開596點,初段曾跌1,078點低見20,826點,午後跌幅一度收窄至578點,尾市再度向下,全日跌847點或3.87%,收21,057點;國指跌274點或3.57%,收7,412點;恆生科技指數跌210點或4.43%,收4,527點。大市全日成交總額1,775.95億元,滬、深港通南下交易分別淨流入28.09億及35.86億元人民幣。 科技股弱,騰訊(00700.HK)跌近3.8%報388元,美團(03690.HK)挫11.3%報146.2元。油價急升,中石油(00857.HK)及中海油(00883.HK)各升4.4%及2.3% 【美團挫一成 匯控沽壓重】 金融股走弱,匯控(00005.HK)跌7.1%報47.85元,渣打(02888.HK)跌7.3%報47.95元。摩根大通早前發表報告認為,市場擔心地緣政治風險,但反應過度,特別是對渣打。該行指按匯控及渣打所披露的資料及管理層的評論,兩銀行旗下俄羅斯業務直接佔比很小,相信所面臨的挑戰來自全球經濟增長的放慢。 該行指渣打集團在歐洲業務佔比少於1%,對比匯控歐洲業務佔比約9%,料要優先面對通脹相關經濟風險,該行喜愛渣打集團多於匯控。摩通下調對全球今年GDP增長預測0.3個百分點,特別是歐元區(下調1個百分點),料對亞洲新興市場僅影響0.1個百分點。 【跌股千五隻 友邦跌半成】 港股今日市寬續弱,主板股票的升跌比率為7比37(上日為8比35),下跌股份1,575隻(跌幅3.9%),恆指成份股今日8隻股份上升,下跌股份57隻,升跌比率為12比86(上日為16比80);大市今日錄沽空303.57億元,佔可沽空股份成交額1,539.25億的19.722%(上日為21.277%)。 友邦(01299.HK)全日股價走低5.4%收75.1元。瑞信發表報告料友邦購藍十字對新業務價值及稅後淨利潤短期影響有限,因藍十字集中團體保險,且估算藍十字及BlueCare在2020年的稅後淨利潤亦僅為2,800萬美元,不足友邦整體的1%。但協議將長遠逐步對友邦帶來價值,不但有助招客,亦增加現有客戶粘性及客戶生命周期價值。 瑞信預計友邦去年新業務價值按實質匯率計升17%至32億美元,單計去年第四季為6.87億美元。內涵值按年升7%至700億美元。該行預計友邦中國業務今年首季至今新業務價值按年下跌,受產品組合改變導致新業務價值利潤率收縮,以及去年高基數影響。本港業務方面,新冠疫情對本土銷售及通關時間表帶來不明朗。(wl/u) ~
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