《即日市評》恆指守萬六關 成交不足千億 車股沽壓重
受金融及科網股拖累下,恆指今日持續向下及守於萬六關。加密貨幣市場動盪,幣安放棄收購FTX及比特幣下挫約8%,美股道指及納指隔夜各跌2%及2.5%,執筆之時,美國10年期債券孳息率跌至4.092厘,美匯指數處110.49,道指期貨最新升91點或0.28%,納指期貨最新升0.48%。市場關注內地疫情發展,人民幣即期收跌94點報7.2474兌一美元,上證綜指全日跌12點或0.39%收3,036點,深證成指跌1.33%,內地創業板指數跌1.76%,滬深兩市成交額逾8,428億人民幣。
恆指低開220點,曾跌幅層擴大至413點一度低見15,945點,全日跌277點或1.7%,收16,081點,連跌三日(累跌514點或3.1%);國指全日跌117點或2.13%,收5,417點;恆生科技指數跌107點或3.28%,收3,172點。大市全日成交總額921.09億元,不足一千億元水平,滬、深港通南下交易淨流入22.32億及33.16億元人民幣。騰訊(00700.HK)及阿里巴巴(09988.HK)全日股價各跌2.3%及4.5%,快手(01024.HK)股價挫8.4%,而港交所(00388.HK)股價走低1.6%。
【恆指守萬六 車股沽壓重】
中資汽車股沽壓持續,比亞迪(01211.HK)及吉利(00175.HK)股價各跌4.8%及5.6%,理想汽車(02015.HK)股價下滑6.9%,小鵬汽車(09868.HK)股價挫9.5%。中汽協公布,新能源汽車10月銷售按年增長81.7%至71.4萬輛,產量亦升87.6%至76.2萬輛,市佔率達到28.5%。今年首10個月,新能源汽車銷售及產量均上增1.1倍,分別至528萬輛及548.5萬輛,市佔率為24%。
中金發表報告指,維持吉利汽車今明兩年盈利預測及「跑贏行業」評級不變,但由於板塊估值中樞下移,目標價下調31.9%至15.6元,對應今明兩年預測市盈率約21.9及15.1倍。該行指吉利汽車10月份銷量達15.23萬輛,按年增長36%,當中雷神與極氪車型銷量延續上升趨勢,10月份表現亮眼,極氪更是連續三個月創單月交付新高。
【跌股千二隻 瑞聲績後揚】
港股今日市寬續弱,主板股票的升跌比率為9比29(上日為16比23),下跌股份1,267隻(跌3.1%);恆指成份股今日14隻股份上升,下跌股份58隻,升跌比率為19比79(上日為23比71);大市今日錄沽空114.29億元,佔可沽空股份成交額753.62億元的15.165%(上日為18.961%)。
瑞聲(02018.HK)全日股價彈高4.6%收17.4元。高盛發表報告指,瑞聲中午公布今年9月底止第三季收入按年增長27%,較該行及市場預期分別高出18%及10%。毛利率按季增長0.7個百分點至19%,是自2021年毛利率下降以來首次出現連續回升。
高盛表示,瑞聲第三季業績顯示業務的確有所改善,雖然恢復得較預期遲,而且智能手機鏡頭行業已經飽和,不過仍然看好瑞聲科技在鏡頭及模組市場份額的增長。該行預測瑞聲2023至2024年收入將按年增長約23%及15%,維持「買入」評級及目標價22元不變。
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