《即日市評》匯控起撐大市 阿里波動 內房股抽高
受匯控(00005.HK)及中銀(02388.HK)支撐下,恆指今日反覆靠穩。市場預期美聯儲本周議息加息半厘,美股道指及納指昨晚各升0.3%及1.6%,執筆之時美國十年期國債孳息率升至2.988厘,美匯指數升至103.52,美股道指期貨最新升31點或0.09%,納指期貨最新升0.08%,內地A股今日至本周三(4日)因五一勞動假期休市。
恆指今早低開161點,早段曾跌440點一度低見20,648點,其後倒升,全日反覆升12點或0.06%,收21,101點,連升五日(累升1,232點或6.2%);國指今日跌31點或0.43%,報7,267點;恆生科技指數全日跌61點或1.38%,收4,409點。大市全日成交總額1,067.05億元,內地五一長假期休市,滬、深港通南下交易5月5日重啟。
阿里巴巴(09988.HK)今日反覆波動,盤中曾低見92.5元一度下挫9.4%,其後跌幅顯著收窄,全日跌1.8%收100.3元,阿里健康(00241.HK)股價走低3.1%。
【阿里呈波動 中銀香港揚】
匯控(00005.HK)全日上揚2.6%收49.8元,支撐大市,渣打(02888.HK)股價漲2.3%,中銀香港(02388.HK)全日股價走高4.7%收30元。高盛發表報告指出,中銀香港首季經營溢利按年增長1%至94.26億元,超過該行預期24%,主要由於淨利息收入、費用及交易收入均超出預期。期內營運支出符合預期,信貸費用則高過預期。而不良資產率及信貸成本保持低企,資產質量總體良好。
高盛將中銀香港的2022至2024財年每股盈利預測分別上調9%、3%及1%,對其目標價由原來38.7元升至40元,維持「買入」評級及「確信買入」名單。
【市寬見轉弱 內房股抽高】
港股今日市寬轉弱,主板股票的升跌比率為19比21(上日30比12),恆指成份股今日隻32股份上升,下跌股份27隻,升跌比率為48比41(上日為64比33);大市今日錄沽空224.59億元,佔可沽空股份成交額880.74億的25.5%(上日為25.123%)。
內房股受捧,遠洋集團(03377.HK)股價升6.7%,中海外(00688.HK)股價揚4.1%,潤地(01109.HK)走高3.7%。野村發表報告指,中央政治局會議對內房政策語調略好過預期,並提出因不同地區放寬政策,將穩定房地產銷售動能,預計隨著更多高線城市放寬政策和房地產銷售勢頭恢復,內房股價將出現部分估值收復,行業首選仍然是華潤置地(01109.HK) ,評級「買入」,目標價53.4元。(wl/a)
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