《即日市評》憧中央政策支持 匯控領航大市 車股受捧
市場憧憬中央續有措施支持經濟增長,兼受匯控(00005.HK)升勢帶動下,恆指今日反覆回升。市場憂慮美聯儲進取加息或致經濟衰退,美股道指昨晚早段曾跌逾500點,尾市倒升48點或0.2%、納指昨晚則跌2.4%;執筆之時美國十年期國債孳息率跌至2.743厘,美匯指數升至102.17,美股道指期貨最新升2點或0.01%,納指期貨最新升0.19%。摩通亞洲區貨幣指數跌0.22%至103.61,人民幣即期收跌66點報6.6737兌一美元,內媒引述消息指全國穩住經濟大盤電視電話會議將召開,敦促各地狠抓落實,抓緊出台符合地方實際的穩經濟政策,上證綜指今日升36點或1.2%收3,107點,深證成指升0.7%,滬深兩市成交額共7,622億人民幣。
恆指高開3點後反覆,早段曾轉跌一度低見20,067點,午後曾升258點一度高見20,370點,收市前升幅收窄,全日升59點或0.29%,收20,171點;國指升15點或0.22%,收6,898點;恆生科技指數升11點或0.28%,收4,043點。大市全日成交總額1,034.1億元,滬、深港通南下交易分別淨流入26.71億及10.83億元人民幣。快手(01024.HK)首季經調整每股盈利勝市場預期,全日股價揚5.4%。
【快手績後揚 匯控股價強】
匯豐控股(00005.HK)全日股價上揚3.1%收50.95元,渣打(02888.HK)股價漲1.1%。投資者憧憬銀行股可受惠利率環境,摩根大通(JPM.US)近日表示,預計有形普通股權資本回報率17%的目標或可在今年實現,扭轉該行年初的預測。行政總裁戴蒙(Jamie Dimon)表示,今年有很大機會達致該目標,若信貸環境良好,明年有很大機會超逾目標。
中銀香港(02388.HK)股價走高1.4%。摩根士丹利發表報告指近日舉行了線上投資者會議,中銀香港代表出席會議及分享淨息差等領域的情況,該行引述中銀香港料本季淨息差可持續改善,由於預計香港銀行同業拆息上升將落後於美國加息,預計利率上調的好處會在今年下半年才開始。在按揭貸款定價方面,中銀指相關利率「鎖息上限」提高需將取決於競爭環境,並指尋求將派息比率大致穩定於40%至60%的目標範圍內。
【市寬呈改善 車股受追捧】
港股今日市寬改善,主板股票的升跌比率為20比17(上日11比29),恆指成份股今日42隻股份上升,下跌股份19隻,升跌比率為64比29(上日為11比82);大市今日錄沽空166.59億元,佔可沽空股份成交額878.21億的18.969%(上日為20%)。
汽車股受追捧,吉利(00175.HK)全日股價彈高4.5%,長汽(02333.HK)及廣汽(02238.HK)全日股價各抽上10.8%及3.3%。交銀國際發表報告表示,就國務院宣布分階段減免部分乘用車購置稅,總額600億元人民幣。該行認為600億元人民幣的減免幅度較大,佔2021年國內汽車購置稅總額3,520億元人民幣的17%。如果實施購置稅減半政策,單車稅費將減少約4,000元人民幣,約1,360萬輛燃油汽車受益,約佔2021年燃油汽車銷量的75%。該行預計未來幾個月汽車產銷顯著改善。
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