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《即日市評》阿里領航 港股續升成交增逾三成
阿里巴巴(09988.HK)公佈大重組後股價受捧,科網股今日引領大市續升。美國國庫債券孳息率上升,美股道指及納指隔晚各跌0.12%及0.45%;執筆之時,美國10年期債券孳息率處3.564釐,美匯指數跌至102.68,道指期貨最新升218點或0.67%,納指期貨最新升0.86%。上證綜指今日跌5點或0.16%收3,240點,深證成指升0.12%,滬深兩市成交額共9,811億人民幣。 恆指高開563點,早段曾升653點高見20,437點,其後升幅收窄一度見20,107點,全日升407點或2.06%,收20,192點;國指全日升149點或2.22%,收6,878點;恆生科技指數升102點或2.47%,收4,246點。大市全日成交總額按日升近38%至1,464.1億元,滬、深港通南下交易淨流入11.94億及34.13億元人民幣。科網股先升後回順,騰訊(00700.HK)及美團(03690.HK)股價各漲1.7%及4%。建行(00939.HK)及中海油(00883.HK)股價各升近1%及2.4%,中海油收市後公佈去年度純利增1倍至1,417億人民幣,每股派末期息75港仙。 【重組六大部門 阿里彈逾一成】 阿里巴巴成升市火車頭,全日股價抽升12.2%收94.55元,成交額達155.7億元,阿里影業(01060.HK)及阿里健康(00241.HK)股價均上揚近5.2%,而高鑫零售(06808.HK)股價飆升近19%收2.94元。阿里昨宣佈重組設六大部門。中金指,阿里除了淘寶天貓商業外,其他業務多數需要核心電商輸血,而業務繁多又導致決策鏈路長、靈活度不夠,本次調整旨在加強組織敏捷度,各家公司單獨計算薪酬、福利、預算和員工期權等,有利於激發各個業務部門的戰鬥力。該行指,六大業務中的本地生活、國際數字商業、大文娛等,通過過去2年的努力,已經很大程度控制了虧損規模,也具備了更多自己爲自己負責的能力;雲智能、菜鳥等業務較早具備了較強的獨立能力。 摩根士丹利發表報告表示,阿里巴巴公佈重組方案,國家互聯網信息辦公室近日亦公佈《網信部門行政執法程序規定》,以維護企業和企業家的網絡合法權益,兩項事件都進一步顯示出中國監管改革重置已完成,亦證明當局正加強對私營企業及平臺公司的支持,相信將有助於改善商業環境,從而激發產業效率及創造力,對中國股市有利。 【主板市寬向好 碧服績後上揚】 港股主板市寬向好,主板股票的升跌比率爲22比19(上日爲20比19);恆指成份股今日50只股份上升,下跌股份25只,升跌比率爲65比33(上日爲74比25)。大市今日錄沽空255.58億元,佔可沽空股份成交額1,283.33億元的19.916%(上日爲18.725%)。 碧桂園服務(06098.HK)全日股價上揚6.7%收13.44元。公司中午公佈去年營業額413.67億元人民幣按年升43.4%。純利19.43億人民幣按年跌51.8%;每股盈利57.68分。核心淨利潤按年增長9%至50.22億元。末期及特別派息共37.21分,包括末期息14.4分及特別息22.81分,上年同期派末期息29.95分。 但雅生活(03319.HK)全日股價挫8.9%收6.85元。雅生活服務公佈去年純利18.4億元,倒退20.3%,每股盈利1.3元,不派末期息,上年同期派41分。
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