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《即日市評》內地財新5月PMI遜 恆指吐 科網股造淡
恆指連升三日(累升1,299點或6.5%)後,今日受科網股拖累回落。美股道指及納指昨晚各跌0.7%及0.4%;執筆之時美國十年期國債孳息率升至2.875厘,美匯指數升至101.96,美股道指期貨最新升91點或0.28%,納指期貨最新跌0.27%。摩通亞洲區貨幣指數跌0.23%至103.78,美元兌日圓升至129.42,人民幣即期收跌363點報6.6941兌一美元。中國5月財新製造業PMI升至48.1(市場預期49)已連續三個月處於收縮區間,上證綜指今日跌4點或0.13%收3,182點,深證成指升0.2%,滬深兩市成交額共8,851億人民幣。 恆指低開7點後反覆向下,曾跌261點一度低見21,154點,尾市跌幅收窄,全日跌120點或0.56%,收21,294點;國指跌71點或0.96%,報7,345點;恆生科技指數跌50點或1.12%,報4,433點。大市全日成交總額1,260.82億元,滬、深港通南下交易分別淨流入4.39億及18.26億元人民幣。 領展(00823.HK)全日跌0.2%收71.2元,公司中午公布截至今年3月底止全年度可分派總額升6.8%至64.19億元,末期每基金單位分派146.08仙。 【領展績後穩 科網股造淡】 科網股向下,騰訊(00700.HK)及網易(09999.HK)全日股價各跌近0.6%及4.1%,百度(09888.HK)全日股價下滑4.9%。德銀發表報告,預計由於內地部份地區更嚴格的新冠疫情限制,估計百度次季在廣告和雲業務方面的營運將比第一季更具挑戰性,並指公司於今年下半年復甦的能見度仍然很低。 美團(03690.HK)今日股價走低2.4%收182.5元。美團將於明天(2日)公布今年首季業績,因新冠疫情對外賣及到店、酒店與旅遊業務造成影響,本網綜合14間券商預測,美團2022年首季非國際財務報告準則計量經調整淨虧損料介乎38.94億至50.99億元人民幣,較2021年首季非國際財務報告準則計量經調整淨虧損38.92億元人民幣,按年擴大0.05%至31%;中位數為虧損47.35億元人民幣,按年擴大21.7%。投資者將關注美團優選在退出甘肅、青海等市場後最新業務策略、產品SKU(庫存單位)調整、如何提升規模效益及投資回報率(ROI)等,及關注內地部份地區「封城」措施對公司營運的影響及最新指引。 【汽車經銷股 中升永達強】 港股今日市寬轉弱,主板股票的升跌比率為18比20(上日28比13),恆指成份股今日25隻股份上升,下跌股份38隻,升跌比率為25比38(上日為73比24);大市今日錄沽空199.33億元,佔可沽空股份成交額1,060.1億的18.803%(上日為20.4%)。 汽車經銷商股造好,中升控股(00881.HK)全日股價彈高5.8%,永達汽車(03669.HK)揚8.4%,而廣汽(02238.HK)亦漲1.8%。中國汽車工業協會副秘書長陳士華表示,去年1.6L排量(含)至2.0L排量車型銷量佔比超90%,達到96.8%,減半徵收車輛購置稅有望推動今年整體車輛銷售超過200萬輛、汽車消費超過3,000億元人民幣,甚至達到3,500億元人民幣。(wl/a) ~
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