《即日市評》恆指回落 騰訊績後弱 中移逆市揚
恆指連升兩日(累升932點或4.4%)後,今日受科網股拖累回落。紐約及布蘭特期油昨晚各升5.2%及5.3%創逾兩周收市高,美股道指及納指昨晚均跌1.3%,俄羅斯股市在關閉近一個月後今日起有限度恢復交易,俄羅斯MOEX指數現升7.7%至2,661點。執筆之時美國十年期國債孳息率跌至2.348厘,美匯指數升至98.75,美股道指期貨最新升157點或0.46%,納指期貨最新升0.73%。內地昨新增2,010宗本土新冠確診,上海新增本土無症狀感染者979宗;上證綜指全日跌20點或0.63%收3,250點,深證成指跌0.8%,滬深兩市成交額共9,201億人民幣。
恆指今早低開151點,早段一度低見21,900點,其後曾倒升77點,尾市再度向下,最終全日跌208或0.94%,收21,945點;國指跌106點或1.4%,收7,528點;恆生科技指數跌140點或2.95%,收4,609點。大市全日成交總額1,499.54億元,滬港通南下交易淨流入10.07億元人民幣,深港通南下交易淨流出5,530萬元人民幣。
【科網股造淡 騰訊績後弱】
商務部引導互聯網平台下調餐飲商戶服務費標準,阿里巴巴(09988.HK)及美團(03690.HK)午後沽壓增加,全日股價各下滑3.2%及5.9%。騰訊(00700.HK)派成績表後股價下挫5.9%收366元。野村發表報告指出,騰訊去年第四季收入按年增長8%,非國際財務報告準則經營利潤按年跌12%,但非國際財務報告準則每股盈利按年跌25%,低過該行及市場預期17%。野村重申對騰訊「買入」評級,目標價由586元降至500元,認為公司業務增長將於2022財年保持低迷,料今年上半年前景仍困難。
摩根大通指騰訊受遊戲、社交網絡服務及廣告收益疲弱影響,料騰訊今年首三季經調整盈利仍會承壓,並料騰訊今年經調整盈利將按年下跌9%,估計至2023年經調整盈利才會按年回升32%,重申對其「減持」評級及目標價265元,相當預測今年市盈率19倍。
【市寬呈轉弱 中移逆市揚】
港股今日市寬轉弱,主板股票的升跌比率為20比21(上日26比16),恆指成份股今日36隻股份上升,下跌股份29隻,升跌比率為54比44(上日為58比35);大市今日錄沽空246.24億元,佔可沽空股份成交額1,290.32億的19.084%(上日為20.442%)。
中移動(00941.HK)今日股價逆市上揚3%收56元。瑞銀發表報告,指中國移動去年業績穩健、派息增加,提升股東回報,將其目標價由75元上調至80元,評級「買入」。
瑞銀認為,中國移動派息有驚喜,2021年派息率達利潤的60%,公司目標自2021年起三年內,以現金方式分配的利潤逐步提升至當年公司股東應佔利潤的70%以上。中移動預計2022年資本支出為1,852億元人民幣,僅按年增長0.9%,其中,5G資本支出下降5%,相信著5G資本支出的更大靈活性,中移動可以在保持總資本支出穩定的同時,增加對新業務的投資。(wl/u)
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