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《即日市評》恆指牛皮上落 手機股受壓 百度快手揚
市場觀望氣氛濃厚,港股今日窄幅上落。美聯儲會議紀錄顯示,官員仍擔心強勁的美國經濟將導致通脹再度加速,會議記錄中並沒有提及官員討論何時開始減息,美股道指及納指隔晚各跌0.18%及0.59%,執筆之時,美國10年期債券孳息跌至4.4厘,美匯指數升至103.89,道指期貨最新升20點或0.06%,納指期貨最新跌0.23%。上證綜指全日跌24點或0.79%收3,043點,深證成指跌1.4%,而滬深兩市成交額共8,754億人民幣。 恆指高開2點後窄幅爭持,全日波幅不足150點,收市升0.7點報17,734點;國指跌1點報6,074點;恆生科技指數跌7點或0.18%收4,029點。大市全日成交總額811.35億元,滬、深港通南下交易淨流入36.49億及28.88億元人民幣。 【恆指欠方向 手機股受壓】 手機設及手機設備股有回吐壓力,小米(01810.HK)股價走低近1.7%收15.12元,舜宇光學(02382.HK)跌近4%,瑞聲(02018.HK)走低3.5%,而丘鈦科技(01478.HK)下滑5.6%,通達(00698.HK)股價急挫15.2%收0.117元。報道指台灣手機鏡頭供應商大立光(3008.TW)再開專利戰火,對同業玉晶光提起侵犯發明專利權訴訟,市場關注蘋果(AAPL.US)供應鏈。 科網股走個別,阿里(09988.HK)升1.1%報76.85元,騰訊(00700.HK)跌0.1%報324.4元。美團(03690.HK)及網易(09999.HK)升0.8%及1%。百度(09888.HK)股價搶高4.5%收112.2元。美銀證券發表報告表示,百度第三季核心收入增長符預期,核心營運利潤增長勝預期。因成本控制得宜,AI投入成本影響可控下,使得百度季績整體優於預期。預計未來可利用生成式人工智慧升級廣告業務,今季收入增長達數億元,明年規模料可達至數十億元。該行維持百度(BIDU.US)「買入」評級,目標價200美元。 【沽空率上升 快手績後漲】 港股主板今日市寬轉弱,主板股票的升跌比率為17比24(上日24為比18),恆指成份股今日35隻股份上升,40隻股份下跌,升跌比率為44比50(上日為33比63);大市今日錄沽空187.4億元,佔可沽空股份成交額678.4億元的27.6%(上日19.347%)。 快手(01024.HK)第三季non-IFRS經調整利潤淨額轉賺31.73億人幣勝預期,全日股價升2.9%報60.2元。匯豐研究發表報告指,快手外部廣告加速增長和第四季前景令人鼓舞,且利潤率改善似乎更加確定和可實現,因此維持「買入」評級,目標價由88元上調至92元。該行預計快手第四季收入按年增長15%,經調整淨利潤達到29億元人民幣。 該行指,騰訊重申將專注於回購股份以提高股東回報,而非通過撤資,這應有助於消除市場對騰訊拋售快手的擔憂,但聯合創始人宿華和其他主要投資者進一步拋售股份的懸念依然存在。
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