《即日市評》恆指靠穩 成交不足700億 翰森製藥挫一成
在聖誕長假期周末臨近,港股今日觀望氣氛轉濃。投資者等候本周稍後美國公布第三季經濟增長及最新通脹相關數據,美股道指及納指隔晚回吐1.3%及1.5%,執筆之時,美國10年期債券跌至3.866厘,美匯指數處於102.33,道指期貨最新升145點或0.4%,納指期貨最新升0.65%。上證綜指全日升16點或0.57%收2,918點,深證成指漲1.1%,而滬深兩市成交額共7,325億人民幣。
港股今日先跌後回穩,恆指低開158點後跌幅收窄,尾市曾倒升35點一度高見16,649點,全日升7點或0.04%,收16,621點;國指升7點或0.13%,收5,619點;恆生科技指數跌16點或0.44%,收3,710點。大市全日成交總額按日跌23%至695.67億元,滬、深港通南下交易淨流入21.33億及15.44億元人民幣。理想汽車(02015.HK)下滑近4.9%收128.8元。
【成交降兩成 理想汽車挫】
科網股走個別,阿里巴巴(09988.HK)升1.1%報73.35元、騰訊(00700.HK)跌0.5%、小米(01810.HK)下滑近1%、京東(09618.HK)跌0.8%。富瑞發表研究報告指,阿里巴巴行政總裁兼淘天集團董事長吳泳銘將兼任淘天集團行政總裁,預期淘天及阿里雲在他領導下,可進一步釋放協同效應並推動人工智慧創新。
富瑞指出,淘天集團原首席執行官戴珊將協助籌建阿里巴巴集團資產管理公司。該行預計,集團將重點放在非核心資產管理,以增加股東的資本回報。相信公司為不同業務部門設定三年戰略目標後,這些措施可以進一步釋放協同效應和價值。
【沽空率上升 翰森製藥挫】
港股今日主板市寬略好轉,主板股票的升跌比率為24比17(上日為21比20),恆指成份股今日52隻股份上升,下跌股份27隻,升跌比率為63比33(上日為62比29);大市今日錄沽空104.24億元,佔可沽空股份成交額549.14億元的18.983%(上日為13.977%)。
醫藥股翰森製藥(03692.HK)與葛蘭素史克訂立許可協議,全日股價吐11.2%收13.36元,為表現最差藍籌。高盛發表報告指出,翰森製藥宣布與GSK的第二筆抗體藥物偶聯物(ADC)協議,授予GSK於大中華區以外ADC的HS-20093的開發權,以擴大合作夥伴關係。其中,許可人將收取1.85億美元首付款,並有資格就該產品收取最多15.25億美元的相關事件達成時的里程碑付款。
該行認為,翰森製藥與GSK訂立的兩項ADC交易,為更多環球夥伴打開大門,進一步驗證公司在ADC開發方面的早期努力,並釋放該管道在全球市場上的價值。該行予公司「買入」評級,目標價16.86元。
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