《即日市評》期指結算日恆指倒跌 內房股沽壓重
英倫銀行昨晚公佈臨時買入長期國債,英首相卓慧思續支持大規模減稅計劃,英鎊兌美元下滑0.87%至1.0793,港股今日期指結算日先升後回。美國副財長阿德耶莫稱有信心美國經濟軟着陸,美股道指及納指昨各升1.9%及2.1%;美國10年期債券孳息率回落至3.848釐,美匯指數最新升至113.66,道指期貨最新跌290點或0.97%,納指期貨跌1.2%。摩通亞洲區貨幣指數跌0.58%報96.49。人行合共開展1,820億人幣逆回購操作,單日淨投放1,800億人幣,人民幣即期收升458點報7.2000兌一美元,上證綜指全日反覆跌3點或0.13%收3,041點,深證成指升0.18%,滬深兩市成交額6,245.7億人民幣。
恆指今早高開319點,初段曾升378點高見17,629點,午後一度倒跌204點低見17,046點,全日跌85點或0.49%,收17,165點;國指跌46點或0.78%,收5,912點;恆生科技指數跌43點或1.24%,收3,482點,盤中曾低見3,439點,爲指數成立收來新低。大市全日成交總額916.84億元。滬、深港通南下交易今日起關閉及將於10月10日恢復。零跑汽車(09863.HK)首日掛牌,全日收31.9元低上市價33.5%。
匯控(00005.HK)全日股價升1%。大摩指英倫銀行通過重啓量化寬鬆來穩定金融市場的行動,或已影響到美聯儲對抗通脹的鬥爭,同樣,這似乎並不意味着美元即將見頂。該行料亞洲/新興市場可能會出現反彈,但料這種反彈的持續時間存不確定性。
【科指創新低 旭輝再捱沽】
內房股捱沽,碧桂園(02007.HK)全日股價挫11.7%收1.67元,龍湖集團(00960.HK)走低7.5%,旭輝(00884.HK)今日股價再下挫16.3%。大和發表報告,相信關於旭輝財務狀況的負面新聞,拖累了昨日(28日)內房股股價,並重新引發投資者對民營發展商流動性問題的憂慮。同時,該行注意到過去一週內地70大城市的新房銷售有明顯改善,但9月首三週的銷售仍然緩慢,該行維持對內房行業的「中性」立場。
摩根大通發表報告指,旭輝爲天津的一個物業開發項目進行融資,而其未能就該股權類信託產品如期支付款項,顯示合資企業的風險。該行認爲,事件將損害投資者對旭輝流動性狀況及其管理合資風險能力的信心。在下一個債券到期日爲2023年1月之前,相信旭輝的股價仍會面臨壓力。該行將旭輝評級從「中性」下調至「減持」,目標價由2.1元大削至0.7元。
【跌股千二隻 阿裏逆市揚】
港股今日市寬續弱,主板股票升跌比率爲13比29(上日爲6比37),下跌股份1,228只(跌幅3.6%);恆指成份股今日17只股份上升,下跌股份52只,升跌比率爲23比71(上日爲1比97)。大市今日錄沽空196.24億元,佔可沽空股份成交額750.68億元的26.141%(上日爲25.22%)。
阿裏巴巴(09988.HK)今日股價逆市向上,全日漲近2.9%收76.85元。匯豐環球研究發表報告表示,阿裏巴巴將於今年11月公佈2023財年第二財季(截至9月底止季度)業績,料第二財季非公認會計準則(Non-GAAP)淨利潤按年可回覆正增長,料錄310.75億人民幣(按年升2%),對比2023財年首財季313.55億人民幣(按年跌31%),爲估值提供支持。
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