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《即日市評》恆指跌穿萬七關 快手挫半成 中移績後軟
港股重陽節假後今日復市向下,恆指失守萬七關。美國10年期債息升穿5厘後回軟,美股道指隔晚跌0.58%及納指升0.27%;執筆之時,美國10年期債券孳息率跌至4.831厘,美匯指數處105.73,道指期貨最新升39點或0.12%,納指期貨最新升0.3%。中央匯金購ETF及稱未來繼續增持,上證綜指全日升22點或0.78%收2,962點,深證成指升0.6%,而滬深兩市成交額共8,041億人民幣。 恆指低開118點,初段曾跌292點一度低見16,879點,其後跌幅曾收窄至32點見17,139點,午後再度偏軟,全日跌180點或1.1%,收16,991點,連跌四日(累跌781點或4.4%);國指全日跌72點或1.2%,收5,799點;恆生科技指數跌39點或1.1%,收3,622點。大市全日成交總額899.55億元,滬、深港通南下交易淨流入44.09億及淨流出2.03億元人民幣。 中移動(00941.HK)公布季績後全日股價跌1.4%收63.35元,中電信(00728.HK)下滑近3%。青島啤(00168.HK)走低3.3%,百威亞太(01876.HK)跌1.5%。 【恆指四連跌 快手挫半成】 科網股造淡,騰訊(00700.HK)全日下滑近2.1%收283元,美團(03690.HK)及阿里巴巴(09988.HK)股價各走低0.3%及1.7%,京東(09618.HK)跌2.8%,快手(01024.HK)股價挫5.1%。瑞銀發表報告指,快手公布,由於需要專注其他事務,宿華將不再擔任董事會董事長,惟其他職位仍維持不變,並由程一笑接任董事長一職。該行表示,此舉與過去架構更改方向一致,而由程一笑接任董事長意味當前策略延續,並對公司營運不會產生任何影響。 但該行亦表示,宿華於今年上半年出售5,470萬股股份,而基於宿華傾向專注其他業務發展,關注宿華進一步售股風險,又認為宿華或會和其他管理層和董事會成員一樣受到緘默期的影響。 【跌股千一隻 翰森逆市彈】 港股主板今日市寬續弱,主板股票的升跌比率為15比27(上日15比25),下跌股份1,126隻(跌幅2.6%);恆指成份股今日20隻股份上升,58隻股份下跌,升跌比率為25比73(上日為33比63);大市今日錄沽空150.31億元,佔可沽空股份成交額775.44億元的19.384%(上日24.065%)。 翰森製藥(03692.HK)全日股價逆市彈高12.2%收12.74元。花旗發表報告指,翰森製藥與葛蘭素史克(GSK.US)訂立許可協議,授予對方大中華以外地區開發及商業化HS-20089藥物的權利,該產品是新型B7-H4靶向抗體藥物偶聯物(ADC),根據公布的臨床數據,客觀緩解率(ORR)37.5%,前景良好,預期公司將會受惠ADC市場快速增長。 花旗指,計及HS-20089,目前市場只有兩項B7-H4 ADCs處於臨床階段,相信翰森製藥與葛蘭素史克合作,將會加快該藥物發展進程,對翰森持「買入」評級,目標價25元。
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