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《即日市評》恆指「三連跌」快手績後挫 電動車股弱
受金融及科網股拖累下,港股今日持續向下。數據顯示美私人企業商業活動連續第二個月收縮影響大市,投資者觀望本周末舉行的JacksonHole央行年會,執筆之時美國十年期國債孳息率升至3.036厘,美匯指數跌至108.68,美股道指期貨最新跌8點或0.02%,納指期貨最新升0.05%。摩通亞洲區貨幣指數跌0.2%至100.67,今早人民幣中間價上調135點報6.8388兌一美元,人民幣即期收跌144點報6.8654兌一美元,上證綜指今日跌61點或1.86%收3,215點,深證成指跌2.9%,內地創業板指數跌3.6%,滬深兩市成交額共1.12萬億人民幣。 恆指高開38點後掉頭向下,曾跌313點一度低見19,189點,全日跌234點或1.2%,收19,268點,連跌三日(累跌504點或2.6%);國指全日跌83點或1.25%,收6,565點;恆生科技指數跌114點或2.77%,收4,026點。大市全日成交總額991.28億元,滬、深港通南下交易分別淨流入7.01億及2.13億元人民幣。 【科網股造淡 快手績後挫】 京東(09618.HK)公布業績後今日股價升近0.2%收221.8元,阿里巴巴(09988.HK)及騰訊(00700.HK)股價各跌2.4%及0.9%,快手(01024.HK)全日股價下挫8.1%收69元,成交額逾39.3億元,為全日成交最高金額第三位。快手今年第二季業績優於券商預期,但股價受壓,瑞銀發表報告,預期快手今年第二季毛利率持續改善,料今年第三季及第四季各提升至46%及48%,但無論如何,該行引述快手管理層表示於今年第三季將增加銷售和行銷支出,因公司更重視增加流量份額。 美銀證券發表報告,預期快手在疫情之後,下半年電商業務恢復得比廣告業務快,但料銷售和推廣成本將再次上升,將其2022至2024年每股盈利預測下調,目標價由117元下調至105元,重申「買入」評級。 【跌股千二隻 電動車股弱】 港股今日市寬續弱,主板股票升跌比率10為29(上日為13比25),下跌股份1,281隻(跌幅2.9%);恆指成份股今日12隻股份上升,下跌股份55隻,升跌比率為17比80(上日為17比83)。大市今日錄沽空197.32億元,佔可沽空股份成交額845.55億元的23.336%(上日為25.042%)。 新能源車股捱沽,比亞迪(01211.HK)股價下挫5.2%,理想汽車(02015.HK)下滑5.3%,小鵬汽車(09868.HK)公布業績後股價下挫12.2%。有報道指,內地「電荒」正影響電動車車主,部份電動車商正暫停部分充電設施運作。花旗發表報告表示,小鵬汽車今年第二季毛利率高於市場預期,但受疫情、消費降級、供應鏈挑戰等多重不確定因素影響,今年第三季汽車銷量指引非常保守。 摩根士丹利發表報告表示,小鵬汽車公布今年第二季虧損擴大至27.01億人民幣(對比今年首季虧損17億元),指公司預期第三季度汽車交付量將介乎2.9萬至3.1萬輛,即按季下跌10%至16%,有關跌勢令人意外。(wl/u) ~
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