《即日市評》恆指向下 騰訊「五連跌」 內房股造淡
受金融及科網股拖累下,恆指今日回落及失守萬八關。歐央行多名委員發言淡化市場對明年初減息預期,美國國債孳息率亦上升,美股道指及納指上周五(15日)各跌0.8%及1.6%,執筆之時,美國10年期債券孳息率升至4.345厘,美匯指數處105.3,道指期貨最新升36點或0.1%,納指期貨最新升0.14%。中證監指進一步加大對違規減持行為的打擊力度,上證綜指今日升8點或0.26%收3,125點,深證成指升0.55%,而滬深兩市成交額共6,985億人民幣。
恆指低開113點,初段曾跌288點見17,894點,其後跌幅曾收窄,惟午市跌幅再度擴大,全日跌252點或1.4%,收17,930點;國指跌100點或1.6%,收6,209點;恆生科技指數跌90點或2.2%,收3,987點。大市全日成交總額845.06億元,滬、深港通南下交易淨流入53.49億及46.95億元人民幣。
市場憂美國債孳息率高企,利淡科網股表現,騰訊(00700.HK)全日股價下滑近1.6%收312.2元,連跌五日(累跌3.6%),阿里巴巴(09988.HK)及美團(03690.HK)股價各走低2.4%及1.9%,京東(09618.HK)股價跌近2.9%收121元創新低。此外,中芯(00981.HK)下滑5.1%。
【騰訊「五連跌」 內房股造淡】
內房股普遍下跌。潤地(01109.HK)、綠城中國(03900.HK)及新城(01030.HK)跌3.4%至4.3%,雅居樂(03383.HK)下滑6.3%、富力(02777.HK)挫6.4%、遠洋(03377.HK)下滑5.2%。花旗發表報告指,一輪針對二線城市的寬鬆政策已於9月份起展開,其推動速度較上輪加快。由於部分買家短期內靜待進一步寬鬆政策,故9月的第三個星期銷售尚未反彈。該行預料,9月將出現邊際銷售衝動,但需要等待11月再作評估,政策效果有待觀察,又指可持續的需求復甦取決於就業或收入預期、穩定房價及交付問題。
【跌股千一隻 美高梅上揚】
港股主板今日市寬轉弱,主板股票的升跌比率為14比26(上日23比19),下跌股份1,130隻(跌幅3%);恆指成份股今日8隻股份上升,下跌股份69隻,升跌比率為10比86(上日為71為24);大市今日錄沽空196.79億元,佔可沽空股份成交額733.63億元的26.824%(上日17.692%),攀升至近期高位。
部份濠賭股造好,銀娛(00027.HK)股價漲近1.8%收51.4元,美高梅中國(02282.HK)上揚3.3%。高盛發表報告表示,早前組織投資者到澳門考察,與當地六家博彩企業管理層見面,得悉9月以來博彩毛收入輕微放緩,與以往黃金周前的季節性表現相似,營運商對國慶假期旅遊及博彩需求感到樂觀,特別是今年中秋節連接國慶,假期共8日,較以往多1日。與兩至三星期前比較,酒店預訂量及價格均上升,當中銀娛及美高梅中國表示,黃金周客房超過九成已訂滿。
以博彩毛收入計算的市佔率分析,高盛相信銀娛酒店入住率上升、綜合渡假村第三期萊佛士酒店7月試業後,第三季將會重奪部分市佔率。美高梅中國市佔率由第二季的14.7%下跌至8月的14%,不過按月穩定。
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