《即日市評》港股反覆升 汽車及消費股受捧
市場憧憬內地更精準防控疫情,即日起廣州多區解除臨時管控區域,北京多區部分群體實行免檢,港股今日反覆向上。市場觀望美聯儲主席鮑威爾今日(30日)的演說,美股道指及納指隔晚各升不0.1%及跌0.6%。執筆之時,美國10年期債券孳息率升至3.72厘,美匯指數升至106.7,道指期貨最新升42點或0.12%,納指期貨最新升0.3%。摩通亞洲區貨幣指數升0.29%報99.02。中國11月官方製造業PMI跌至48(低於市場原預期的49)、11月非製造業商務活動指數回落至46.7略遜預期,人民幣即期收升244點報7.1419兌一美元,上證綜指全日升1點或0.05%收3,151點,深證成指升0.18%,滬深兩市成交額9,317億人民幣。
恆指今早低開63點,早段曾跌152點一度低見18,052點,其後曾倒升440點見18,645點,全日升392點或2.2%,收18,597點;國指升137點或2.2%,收6,374點;恆生科技指數升102點或2.8%,收3,798點。MSCI指數更換成分股收市後生效,大市全日成交總額增至2,220.89億元,滬、深港通南下交易淨流入25.65億及31.7億元人民幣。消費股發力,海底撈(06862.HK)抽升近15.5%,
恆指11月累升3,910點或26.6%、國指11月累升1,435點或29.1%、恆生科指11月累升945點或33.1%。美聯儲局11月會議記錄顯示,聯儲局官員同意在評估貨幣政策對經濟的影響後,應盡快進行較小規模的加息,市場憧憬美聯儲局將放慢加息步伐、內地更精準防控疫情。
【汽車股受捧 吉利小鵬強】
內地汽車股受捧,吉利(00175.HK)全日股價搶高10.9%,長汽(02333.HK)及比亞迪(01211.HK)各走高9.1%及5.2%。小鵬汽車(09868.HK)股價急升16%收33.65元,理想汽車(02015.HK)揚8.9%。
花旗發表研究報告指出,理想汽車於11月第四周的零售銷售按周升44%,蔚來-SW(09866.HK)升13%,吉利旗下極氪升22%,Tesla(TSLA.US)升12%,比亞迪升14%。該行預期,內灺11月新能源車零售銷售(保險)將達52.8萬輛,按月增長約18%,符合預期。
該行相信,新能源車板塊目前估值已很大程度上反映明年首季行業下行情況。對於高啤打值的新能源汽車股,看好比亞迪、理想及蔚來,至於傳統車股則喜愛吉利、長城汽車、敏實(00425.HK)及中升控股(00881.HK) 。
【升股千一隻 美團彈半成】
港股今日市寬向好,主板股票的升跌比率為28比13(上日為31比10),上升股份1,196隻(升幅3.6%);恆指成份股今日62隻股份上升,下跌股份11隻,升跌比率為85比15(上日為99比1);大市今日錄沽空371.93億元,佔可沽空股份成交額2,037.21億元的18.257%(上日為21.583%)。
部份中資科網股續有支持,美團(03690.HK)全日股彈高近5.3%報163.6元,阿里巴巴(09988.HK)升近1.5%,而騰訊(00700.HK)股價升近0.5%。麥格理發表報告,認為騰訊最有可能從明年的廣告、遊戲及金融科技行業復甦中受惠,看好企業數字化轉型可成為公司的長期增長動力。
對於騰訊宣布實物分派美團-W(03690.HK)股份,麥格理相信今次及未來的其他退出投資行動,都將為股價提供支撐。至於行業監管方面,該行則認為當局放寬對遊戲版號的管控,為中國遊戲行業收入明年起溫和復甦的預期帶來支持。該行對騰訊目標價由433元下調至415元,以反映人民幣貶值及預期線上廣告業務增長放緩,評級「跑贏大市」。
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