《即日市評》美十年債息升穿3厘 恆指回軟 阿里及京東揚
受金融股拖累下,港股今日回落。美國十年期國債孳息率重上3厘水平,美股道指及納指昨晚各升0.05%及0.4%;執筆之時美國十年期國債孳息率升至3.027厘,美匯指數升至102.52,美股道指期貨最新跌89點或0.27%,納指期貨最新跌0.39%。日圓兌美元跌至132.66。上證綜指今日升5點或0.17%收3,241點,深證成指跌0.02%,滬深兩市成交額共1.04萬億人民幣。
恆指低開76點後反覆,曾倒升90點高見21,744點,其後澳洲央行宣布加息加息0.5厘幅度超預期,恆指午後曾跌259點一度低見21,394點,全日跌122點或0.56%,收21,531點;國指跌32點或0.43%,收7,467點;恆生科技指數跌2點或0.05%,收4,599點。大市全日成交總額1,400.8億元,滬、深港通南下交易分別淨流入7,770萬及24.15億元人民人民幣。金融股偏軟,友邦(01299.HK)股價跌1.6%收81元,匯控(00005.HK)股價下滑1.7%。
【金融股造淡 阿里京東揚】
科網股有支持,阿里巴巴(09988.HK)全日股價揚1.9%收98.8元,京東集團(09618.HK)全日股價走高3%。摩根士丹利發表報告指,直播電商是中國內地電商近兩年競爭最劇烈的領域,一直為市場所關注。該行近期對內地電商平台進行市場調查,結果顯示京東在同業中受到直播電商的競爭的影響屬最小,該行指京東屬內地電商行業的首選股,京東幾乎在所有中國在線購物方面的用戶滿意度仍然很高。
該行指京東在中國線上零售每客戶每月平均支出的平台調查中居首,京東達到663元人民幣,而京東在網購調查中幾乎每一個重要方面都排名第一,包括產品質素(京東為89%,對比行業平均得分為77%)、交貨時間(京東為90%,對比行業平均得分81%)、產品/品牌多樣性(京東為88%,比行業平均得分為81%)等。
【市寬略轉弱 舜宇挫半成】
港股今日市寬轉弱,主板股票的升跌比率為19比20(上日24比15),恆指成份股今日17隻股份上升,下跌股份48隻,升跌比率為26比73(上日為77比23);大市今日錄沽空241.1億元,佔可沽空股份成交額1,204.6億的20.015%(上日為17.654%)。
舜宇光學(02382.HK)全日股價挫5.1%收120.1元。瑞銀近日發表告,並指出安卓(Android)平台的智能手機的鏡頭需求疲軟、且面臨成本上漲,基於面對行業需求疲軟及宏觀經濟的不確定性下,手機鏡頭的規格升級停滯。該行留意到中國部份手機製造商於今年上半年在新手機型號中對鏡頭配置「降級」,並估計今年下半年不會鏡頭進行升級。
瑞聲(02018.HK)股價走低1.1%。花旗發表報告,考慮到手機鏡頭市場競爭激烈及原材料價格上升,降瑞聲今明兩年盈測分別28%及23%。為反映中期不確定性,以今年下半年至明年上半年預測市盈率11倍為基礎(屬過去五年歷史低位),目標價由17元降至14元,維持「沽售」評級。
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