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《即日市評》港股回吐 成交兩個半月低 阿里守百元關
受阿里巴巴(09988.HK)等拖累下,恆指今日回吐。報道指蘋果(AAPL.US)明年放緩招聘及開支,美股道指及納指昨各跌0.7%及0.8%;執筆之時美國十年期國債孳息率升至2.987厘,美匯指數攀回落至106.74,美股道指期貨最新升55點或0.18%,納指期貨最新升0.3%。摩通亞洲區貨幣指數升至101.73,人民幣即期收升8點報6.7438兌一美元,上證綜指今日升1點或0.04%收3,279點,深證成指跌0.3%,內地創業板指數跌近1.8%,滬深兩市成交額共9,967.6億人民幣。 恆指今早低開126點後跌幅擴大,曾跌296點一度低見20,549,全日跌185點或0.89%,收20,661點;國指跌71點或1%,收7,097點;恆生科技指數跌67點或1.48%,報4,506點。大市全日成交總額降至839.82億元,為兩個半月低。滬、深港通南下交易分別淨流入14.67億及7.53億元人民幣。報道指蘋果明年放緩招聘及開支,手機設備股受壓,比亞迪電子(00285.HK)股價挫8.9%,舜宇(02382.HK)及瑞聲(02018.HK)股價各跌3.7%及3.1%。 【手機股受壓 阿里守百元】 部份科網股有回吐,阿里巴巴(09988.HK)全日股價下滑2.9%收100.9元,美團(03690.HK)股價走低0.3%。摩根士丹利發表報告表示,外國投資者正在增持中國市場股票包括科技股,指按晨星基金數據,主動及被動的長倉基金於今年6月分別淨買入納斯達克金龍指數中的中國科技股各120億美元和104億美元,這兩項資金流入均錄自2021年11月以來最多的水平。 不過,該行指養老基金和主權基金對中國股票保持謹慎,第一是仍擔心中概股退市風險依然存在、第二是中國持續爆發小規模的疫情,第三是內地市場環境惡化可能導致流動性收緊,提高融資成本,不利於增長型投資。大摩指,對於對沖基金經理來說,對中國股票進行獲利是近期的共識,擁有全球宏觀策略的基金經理們擔心人民幣兌日圓匯率處於十年來的最高水平,這可能會阻礙中國的出口增長,增加人民幣貶值的壓力。 【跌股一千隻 小鵬挫半成】 港股今日市寬轉弱,主板股票升跌比率為14比23(上日為28比11),下跌股份1,000隻(跌幅近2.2%);恆指成份股今日11隻股份上升,下跌股份57隻,升跌比率為16比83(上日為98比1)。大市今日錄沽空143.04億元,佔可沽空股份成交額668.51億元的21.397%(上日為23.545%)。 部份新能源汽車股受壓,小鵬汽車(09868.HK)全日股價跌5.6%收107.5元,蔚來(09866.HK)股價下滑2.1%,而吉利(00175.HK)股價跌2%。中金發表報告指,6月內地新能源車銷量再超預期且創歷史新高,近期市場擔憂7月首兩周行業需求相對較弱,除因傳統的季節性影響外,今年嚴重的高溫天氣亦影響消費者進店及試駕等環節。 該行指,進入第三季,建議關注漲價訂單交付及碳酸鋰價格邊際繼續下降,有望帶動新能源車企利潤率修復。(wl/a) ~
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