《即日市評》多項利好憧憬 恆指漲5%重上萬六關 成交增至千八億
市場憧憬內地未來或逐步放鬆防疫措施及中美就中概股審計問題取得進展等消息帶動下,恆指今日重上萬六關。英倫銀行一如預期加息0.75厘及警告經濟衰退將持續到2024年,美股道指及納指隔夜各跌0.5%及1.7%,執筆之時,美國10年期債券孳息率升至4.133厘,美匯指數跌至112.51,道指期貨最新升84點或0.27%,納指期貨最新升0.45%,摩通亞洲區貨幣指數升0.4%報96.15。國家主席習近平在北京會見到華訪問的德國總理朔爾茨,指中德應攜手合作,為世界和平與發展作出更多貢獻,人民幣即期收升497點報7.2703兌一美元,上證綜指全日升72點或2.4%收3,070點,深證成指升3.2%,內地創業板指數升3.2%,滬深兩市成交額1.08萬億人民幣。
恆指高開103點後升幅擴大,曾升1,173點一度曾高見16,513點,全日升821點或5.36%,收16,161點;國指升312點或6.03%,收5,482點;恆生科技指數升228點或7.54%,收3,264點。大市全日成交總額按日大升逾91%至1,886.45億元,滬、深港通南下交易淨流入39.69億及43.24億元人民幣。港交所(00388.HK)股價彈高7.1%,而中國平安(02318.K)揚8.6%。
恆指本周累升1,298點或8.7%、國指本周累升453點或9%、恆生科指本周累升441點或15.6%。市場憧憬內地或會逐步放鬆「動態清零」防疫措施,消息刺激中資股受追捧;美聯儲局近日公布加息0.75厘,符合市場預期,聯邦基金利率目標範圍上調至3.75至4厘區間,匯豐銀行及中銀香港(02388.HK)其後宣布將最優惠利率上調0.25厘至5.375厘。
【成交千八億 網網股領航】
科網股受捧,騰訊(00700.HK)升7.8%報238.6元,阿里巴巴(09988.HK)升11%報69.9元,報道指京東雙十一錄開門紅,手機小時購成交額按年增長超220%,京東升12.5%報171.6元,網易(09999.HK)彈高8.7%。
瑞銀發表報告表示,透過渠道了解內地「雙11」電商節最新情況後,料內地今次線上消費可能略好於市場預期,根據與消費者品牌和經銷商的溝通,該行認為零售銷售,至少是線上部份可能會保持穩定,而日常用品、美容和保健品。該行表示,平台利潤率仍可能意外上行,據該行調查顯示,平台可能會撤回對某些類別商家的補貼。代理商認為平台處於強勢地位,預計平台會擴大利潤,而一些代理商將會受到影響。
【升股千四隻 「蔚小理」抽上】
港股今日市寬改善,主板股票的升跌比率為34比9(上日為11比29),上升股份1,467隻(升幅4.7%);恆指成份股今日72隻股份上升,下跌股份1隻,升跌比率為99比1(上日為8比90);大市今日錄沽空264.02億元,佔可沽空股份成交1,667.38額億元的15.834%(上日為17.014%)。
汽車股造好,小鵬(09868.HK)股價彈升24.2%,理想(02015.HK)及蔚來(09866.HK)各升17.5%及20%。吉利(00175.HK)及長汽(02333.HK)各升12.7%及11.7%。中金發表報告料10月乘用車和新能源上險量分別達163和45萬輛,對應新能源月度滲透率約28%。從交付數據看,表現繼續分化
中金指,「蔚小理」方面,該行指守住月銷萬輛基本線,練好內功靜待需求向上。蔚來10月交付為10,059輛,按月跌7.5%,預計主因合肥工廠受疫情影響較嚴重,造成交付瓶頸,期待11至12月生產端改善帶動ET5交付破萬指引兌現。小鵬10月交付達5,101輛,按月跌39.8%。目前小鵬G9的物流運輸和交付整備工作已全面到位。公司預計11月起G9的產量有望穩定爬坡。此外,公司近期進行組織架構調整,期待後續公司更貼近市場和用戶需求,帶動競爭力提升。理想10月交付10,052輛,按月跌12.8%,目前L9定單仍保持強勁增長,L8在手訂單充沛並規劃本月內交付,認為公司4Q交付及業績均值得期待。
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