《即日市評》「中字頭」股成升市火車頭 內險內銀股起舞
受中資金融股及中移動(00941.HK)等升勢帶動,港股今日反覆回升。美聯儲局昨晚一如預期加息0.25釐,聯邦基金利率目標區間上調至5釐至5.25釐,議息聲明刪去有關暗示進一步加息的措辭,美聯儲局主席鮑威爾在記者會上指通脹前景展望並不支持減息,美股道指及納指隔晚各跌0.8%及0.46%;執筆之時,美國10年期債券孳息率跌至3.379釐,美匯指數跌至101.36,道指期貨最新升8點或0.02%,納指期貨最新升0.3%。五一黃金週長假結束,A股今日走個別,上證綜指今日升27點或0.8%收3,350點,深證成指跌0.57%,內地創業板指數跌近1.2%,滬深兩市成交額共1.17萬億人民幣。
恆指低開3點後倒升,尾市曾升280點一度高見19,979點,全日升249點或1.3%,收19,948點;國指升129點或2%,收6,718點;恆生科技指數升20點或0.5%,收3,856點。大市全日成交總額1,052.89億元,滬、深港通南下交易淨流入24.31億及19.96億元人民幣。
匯豐銀行及中銀(02388.HK)宣佈將上調港元最優惠利率至5.75釐,匯控(00005.HK)全日股價跌0.3%,中銀股價升0.8%,而新地(00016.HK)股價漲近2%。
【「中字頭」股揚 內銀內險彈】
「中字頭」的國企股受追捧,中移動全日股價上揚2.4%收68.45元,聯通(00762.HK)揚3.1%,聯通收市後公佈獲聯交所同意分拆智網科技於科創板上市。中資金融股起舞,中國平安(02318.HK)、國壽(02628.HK)及太保(02601.HK)股價各彈高7.7%、5.2%及9.2%,建行(00939.HK)及工行(01398.HK)股價各升4.1%及5%。
建銀國際發表報告指,內險股今年首季新業務價值錄三年以來首次轉正,認爲今年第一季內險股業績成功地消除了市場對新業務價值增長和採用IFRS 17的結果的擔憂,這些擔憂亦是導致內險股今年二月和三月股價疲軟的部分原因。該行表示,將內險股2023和2024財年行業新業務價值增長預測由之前的4%和6%,分別提高到10%和8%。行業首選爲中國太保。
【沽空率急降 啤酒股捱沽】
港股主板市寬改善,主板股票的升跌比率爲25比15(上日爲11比28),上升股份1,053只(升幅2.9%);恆指成份股今日62只股份上升,下跌股份14只,升跌比率爲82比18(上日爲16比79)。大市今日錄沽空159.28億元,佔可沽空股份成交額905.19億元的約17.597%(上日爲25.024%)。
啤酒股百威亞太(01876.HK)公佈季度業績後,全日股價跌4.3%。同業青島啤酒(00168.HK)及華潤啤酒(00291.HK)亦跌6.7%及4.8%。高盛發表報告指出,百威亞太首季業績略勝預期,期內正常化EBITDA按年增長10.4%至5.8億美元,高過該行預期的5.68億美元,並略高過市場預期的5.79億美元;股東應佔正常化溢利按年跌1.3%至3億美元,高過該行預期的2.9億美元,並符合市場預期。公司業績增長主要來自亞太地區西部及中國市場。
此外,該行認爲百威亞太首季EBIT按年增長15.1%,主要由於跨地區的靈活營銷投資,導致銷售及行政費用按年減少5.5%,抵銷毛利率的下降,超出該行預期。
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