《即日市評》人幣走強 恆指再揚 賭股及「蔚小理」強勢
人民幣匯價上升,受科網股帶動下,恆指今日再揚。市場觀望美國將於本周稍後公布通脹數據及企業業績,美股道指及納指隔晚各升近0.6%及0.2%,執筆之時,美國10年期債券孳息率跌至3.966厘,美匯指數跌至101.81,道指期貨最新跌78點或0.23%,納指期貨最新微跌1點。據官媒《中國證券報》引述專家認為後續支持民企健康發展、支持國企提質增效及支持外企在華長期穩定發展的政策舉措有望加快出台,人民幣即期上升346點收報7.1985兌一美元,上證綜指今日升17點或0.55%收3,221點,深證成指升近0.8%,而滬深兩市成交額共7,735億人民幣。
恆指高開191點,中午升幅曾擴大至326點一度高見18,806點,全日升180點或1%,收18,659點;國指升60點或1%,收6,295點;恆生科技指數升57點或1.5%,收4,003點。大市全日成交總額839.09億元,滬、深港通南下交易淨流出6.39億及淨流入7,740萬元人民幣。科網股造好,阿里巴巴(09988.HK)全日股價揚2%,騰訊(00700.HK)及美團(03690.HK)股價各漲1.5%及0.7%。
【科網股領升 濠賭股搶高】
澳門旅遊局指上周酒店入住率近九成情況理想,濠賭股銀娛(00027.HK)全日股價上揚4.3%,為升幅最大藍籌。金沙中國(01928.HK)升3.1%,永利澳門(01128.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)升4.9%至5.2%。
摩根大通發表報告指,澳門暑假檔期開局良好,7月首九天博彩總收入預計達到48億澳門元,即日均收收入超過5.3億澳門元,較第二季度日均收入5億澳門元提升,但注意到當中包含兩個周週末;而事實上,這是疫情以來非公眾假期最高的賭收,對即將到來的暑假來說是個好兆頭。該行相信中場賭收已穩定恢復至疫情前水平約90%以上,相信至10月份可完成恢復。
摩通預計行業將錄得歷史最高利潤率,維持正面看法,指出雖然濠賭股的股價盈利預測已上調,但過去三個月內股價已回調13%,為專注於基本面的投資者提供絕佳的買入機會,首選為金沙中國及銀娛。
【升股千一隻 「蔚小理」強勢】
港股今日市寬向好,主板股票的升跌比率為26比13(上日22比17),上升股份1,120隻(升幅近2.6%),恆指成份股今日58隻股份上升,下跌股份18隻,升跌比率為73比23(上日為60比39);大市今日錄沽空147.9億元,佔可沽空股份成交額715.77億元的20.663%(上日為22.511%)。
新能源汽車股有支持,小鵬汽車(09868.HK)股價彈高近8.9%收58.15元,蔚來汽車(09866.HK)漲11.8%,理想汽車(02015.HK)股價漲4.4%,比亞迪(01211.HK)漲2.8%。
中國汽車協會公布最新數據顯示,6月汽車產銷分別完成256.1萬輛和262.2萬輛,按月分別增長9.8%和10.1%,按年分別增長2.5%和4.8%。新能源汽車方面,數據顯示,6月產銷分別完成78.4萬輛和80.6萬輛,按年分別增長32.8%和35.2%,市場佔有率達到30.7%。
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