《即日市評》中央支持平台經濟健康發展 恆生科指急彈近一成
市場憧憬中美就審計底稿現場檢查等事宜取得進展、中共總書記、國家主席習近平主持中共中央政治局召開會議指要努力實現全年經濟社會發展預期目標、保證資本市場平穩運行,港股今日節節上升。美股道指及納指昨晚各升1.9%及3.1%,執筆之時美國十年期國債孳息率升至2.852厘,美匯指數跌至103.03,美股道指期貨最新跌68點或0.2%,納指期貨最新跌0.8%,摩通亞洲區貨幣指數升0.46%至104.46。上證綜指今日升71點或2.4%收3,047點,深證成指揚3.7%,滬深兩市成交額共9,650億人民幣。
恆指今早低開4點後偏軟,早段曾跌236點一度低見20,040點,其後在20,100點附近徘徊,上午11時過後突抽高,盤中曾升900點一度高見21,176點,全日升813點或4%。收21,089點;國指升380點或5.5%,收7,298;恆生科技指數升404點或10%,收4,471點。大市全日成交總額1,651.16億元,滬、深港通南下交易因五一假期暫停,5月5日恢復。
恆指本周累升450點或2.2%、國指本周累升326點或4.7%、恆生科指本周累升470點或11.8%。市場關注內地疫情及人民幣匯價弱勢,國家主席習近平早前主持召開中央財經委員會會議強調,全面加強基礎設施建設構建現代化基礎設施體系,要適度超前;而中共中央政治局召開會議亦強調要努力實現全年經濟社會發展預期目標。
【中央保增長 科網股受捧】
科網股受捧,騰訊(00700.HK)全日股價升11.1%報377.4元,阿里巴巴(09988.HK)升15.7%,小米(01810.HK)升7.4%,美團(03690.HK)升15.5%報172元,京東(09618.HK)升15.7%。據《央視新聞》報道,中共中央政治局今日召開會議,分析研究當前經濟形勢和經濟工作,審議《國家「十四五」期間人才發展規劃》。中共中央總書記、國家主席習近平主持會議。
會議強調,要促進平台經濟健康發展,完成平台經濟專項整改,實施常態化監管,出台支持平台經濟規範健康發展的具體措施。
【升股千二隻 中海油造好】
港股今日市寬向好,主板股票的升跌比率為30比12(上日27比14),上升股份1,279隻(升幅4.1%),恆指成份股今日42隻股份上升,下跌股份22隻,升跌比率為64比33(上日為86比12);大市今日錄沽空357.96億元,佔可沽空股份成交額1,424.84億的25.123%(上日為27.143%)。
中海油(00883.HK)首季多賺1.32倍及宣派每股特別息每股1.18元,全日股價升3.5%報11.22元。瑞信發表報告指出,中海油首季純利按年增長132%至343億元人民幣,較此前業績指引範圍為高,並佔該行對公司全年純利預測的27%。公司同時宣派每股1.18元特別股息,計及去年上半年股息30仙,按目前股價計算,意味著股息率達13%創新高。
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