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《即日市評》港股回吐 成交按日減40% 車股捱沽
恆指昨彈高1,008點或5.9%後,今日隨外圍股市回落。美國9月ADP私企就業職位增幅加快至20.8萬個,高於市場原預期增加20萬個,數據顯示美國勞工需求強勁、亞特蘭大聯儲行長博斯蒂克指聯儲局對抗通脹仍處於初期階段,美股道指及納指隔夜各跌0.1%及0.3%;執筆之時,美國10年期債券孳息率升至3.763釐,美匯指數最新升至111.21,道指期貨最新跌65點或0.21%,納指期貨最新跌0.3%。摩通亞洲區貨幣指數升0.08%報97.5。內地A股國慶假期休市,直至下週一(10日)才照常開市。而離岸人民幣兌美元下跌0.23%至7.0522。 恆指今早高開12點後回落,曾跌129點一度低見17,958點,全日跌75點或0.42%,收18,012點;國指跌39點或0.63%,收6,185點;恆生科技指數跌24點或0.67%,收3,660點。大市全日成交總額624.96億元按日跌40.7%,滬、深港通南下交易暫停,下週一(10日)恢復。內房股受壓,旭輝(00884.HK)全日價挫15.3%,碧桂園(02007.HK)下滑3.6%。 【內房股受壓 汽車股捱沽】 汽車股捱沽,比亞迪(01211.HK)股價跌2.3%,長汽(02333.HK)及吉利(00175.HK)股價各下滑5.3%及3.8%,蔚來(09866.HK)股價挫6.6%,小鵬汽車(09868.HK)股價走低5.2%。特斯拉(TSLA.US)早前公佈第三季電動車交付量遜預期,隔晚股價再下跌近3.5%,德銀髮表報告表示,在特斯拉發佈第三季度業績後與管理層進行了交談,特斯拉稱第三季度的交付和生產完全反映了運輸問題,而並非需求疲軟,而特斯拉強調10月1日在中國市場並無降低汽車價格。 華晨中國(01114.HK)全日股價下挫16.3%收2.26元。中銀國際發表報告表示,華晨中國停牌一年半多後指公司已履行全部復牌指,終於在昨(5日)日復牌,認爲華晨中國股票復牌後或面臨拋售壓力,決定下調對其投資評級由「持有」降至「沽售」,目標價由8元下調至4.5元,並認爲華晨寶馬的盈利和利潤率可能已於2021年見頂,未來幾年面臨下行壓力。 【市寬呈轉弱 航空股上揚】 港股今日市寬轉弱,主板股票升跌比率爲15比22(上日爲35比8);恆指成份股今日24只股份上升,下跌股份45只,升跌比率爲33比62(上日爲96比4)。大市今日錄沽空119.36億元,佔可沽空股份成交額470.49億元的25.37%(上日爲24.972%)。 航空股向上,國泰(00293.HK)升3.5%,國航(00753.HK)、東航(00670.HK)及南航(01055.HK)各升5.7%至6.9%。據《羊城晚報》近日報道,據航班數據公司《飛常準》數據顯示,臨近國慶,國內客運航班量已從5,000班次以下開始逐步回升,日均執行航班量超7,000班次。預計國慶假期間(10月1日至7日)日均執行客運航班量或在1萬班次以內,按年下降兩至三成。國慶出行高峯期集中於假期首末日,民航旅客運輸量預計超780萬人次。
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