《即日市評》恆指倒升 車股及體育用品股受惠國策起舞
恆指今日反覆造好。美聯儲局會議紀錄顯示,委員強調對抗通脹必要性,已批準在7月的議息會議上加息半釐或0.75釐,指是合適加幅水平。美股道指及納指昨各升0.2%及0.4%;執筆之時美國十年期國債孳息率升至2.956釐,美匯指數攀升至106.97創廿年高,美股道指期貨最新升73點或0.24%,納指期貨最新升0.3%。摩通亞洲區貨幣指數微升至102.13,上證綜指今日升9點或0.27%收3,364點,深證成指升近1%,滬深兩市成交額共1.05萬億人民幣。
恆指低開233點,早段曾跌385點見21,200點,午後倒升,並以全日高位21,643點收市,升56點或0.26%。國指跌6點或0.09%,收7,538點;恆生科技指數跌21點或0.45%,收4,780點。大市全日成交總額1,120.58億元,滬、深港通南下交易分別淨流入6.35億及11.19億元人民幣。國家體育總局提出「體育助力穩經濟促消費」方案,李寧(02331.HK)及特步(01368.HK)各升3.8%及3.7%
【體育股上揚 車股受追捧】
內地汽車股受追捧,吉利(00175.HK)全日股價彈高6.7%收17.5元,長汽(02333.HK)及廣汽(02238.HK)股價各彈高6.4%及7.2%。國家商務部等17部門發佈關於搞活汽車流通、擴大汽車消費若幹措施的通知提到,支持新能源汽車購買使用,研究免徵新能源汽車車輛購置稅政策到期後延期問題,鼓勵有條件的地方出臺下鄉支持政策,引導企業加大活動優惠力度,積極支持充電設施建設等。
國家商務部新聞發言人表示,近日商務部會同有關部門出臺了關於搞活汽車流通擴大汽車消費的若幹措施。下一步,將與相關部門一道,做好政策宣介和落實,確保有關措施儘快落地見效。
據中金近日發表汽車行業報告,認爲內地汽車消費刺激政策對需求端初現較強拉動作用,供應鏈升級利好相關優質零部件龍頭。
【市寬略改善 中遠海控揚】
港股今日市寬略爲改善,主板股票升跌比率爲19比19(上日爲13比27);恆指成份股今日45只股份上升,下跌股份22只,升跌比率爲65比32(上日爲16比80)。大市今日錄沽空161.7億元,佔可沽空股份成交額923.46億元的17.51%(上日爲19.476%)。
中遠海控(01919.HK)全日股價抽升5.2%收11.42元,東方海外(00316.HK)漲3.8%。摩根大通發表報告,繼續認爲航運業在今年下半年至明年行業供需良好,保留對航運股的積極看法。該行調整選股排序,最看好中遠海控,其次東方海外,兩者次季業績預告均遠勝預期,同樣維持「增持」評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.