《即日市評》恆指收市創十四個月低 美團及航運股弱
受美團-W(03690.HK)等科網股走弱拖累下,恆指今日(9日)先升後跌。美國國債孳息率回落,美股道指及納指隔晚(8日)各升0.6%及2.2%。亞特蘭大聯儲總裁博斯蒂克冀確保通脹確實達標纔開始減息,估美聯儲今年減息兩次共半釐,首次減息爲第三季。撰文之時,美國10年期債券孳息率跌至4.04釐,美匯指數跌至102.33,道指期貨最新跌122點或0.3%,納指期貨最新跌0.38%。上證綜指全日升5點或0.2%收2,893點,深證成指升0.3%,而滬深兩市成交額共近6,743億元人民幣。
港股今日先升後跌。恆指高開31點後升幅擴大,曾升190點一度高見16,414點,其後升幅收窄,最終以全日低位16,190點收市,倒跌34點或0.2%,連跌六個交易日(累跌857點或5%),以收市計錄約十四個月低。國指全日跌31點或0.6%,收5,449點;恆生科技指數跌30點或0.9%,收3,454點。大市全日成交總額819.08億元,滬、深港通南下交易淨流出5.7億及16.48億元人民幣。將推出10款人工智能電腦的聯想集團(00992.HK)全日股價上升4.5%。
【恆指六連跌 京東美團弱】
科網股造淡,騰訊(00700.HK)全日跌1.5%收283.6元,阿里-SW(09988.HK)走低近0.9%,美團全日股價挫近4.6%收70.55元再創逾四年低。京東-SW(09618.HK)股價反覆下滑近3.2%收98元。
花旗指,同城配送服務公司達達集團(DADA.US)上月主席及首席財務官雙雙辭任後,上日(8日)又提交文件指,在常規內部審計過程中發現部分存疑的行爲,去年網上廣告及市場推廣服務的收入可能不可信,當中首三季約5億元人民幣收入及5億元人民幣營運支援成本,有可能被誇大,因此早前提出的第四季度及全年指引亦不可信。該行指,可能被誇大的5億元人民幣網上推廣服務收入,相當於達達去年首三季總收入約6.1%,至於5億元人民幣成本則相當於總營運及支援成本的9.8%。在母公司京東層面,分別相當於首三季總收入的0.064%及成本的0.075%。
【市寬略改善 航運股捱沽】
港股今日市寬改善,主板股票的升跌比率爲21比20(上日10爲比33),恆指成份股今日43只股份上升,下跌股份35只,升跌比率爲52比43(上日爲4比94);大市今日錄沽空137.88億元,佔可沽空股份成交額687.11億元的20.066%(上日爲23.548%)。
歐洲航線集運指數各月份合約集體跌停版,航運股東方海外(00316.HK)股價挫7.2%,海豐(01308.HK)及太平洋航運(02343.HK)各跌4.9%及4.3%。
大和發表報告指,根據丹麥媒體ShippingWatch報道,部分航運公司與胡塞組織就安全通行達成協議,不過該行認爲,龍頭航運公司與胡塞達成協議的可能性不大,因爲若果要達到胡塞的要求,相當於對以色列進行制裁,對於已發展國家的航運公司造成明顯的營運風險,尤其是這些公司的主要收入來自歐美國家。相關協議亦可能間接地違反由美國主導的繁榮守護者行動,而繞道而行將會令市場吸收過剩運力,對運費造成上升壓力。該行指,本港及內地的主要航運股今日(9日)股價下跌,相信有關調整提供買入機會,因爲更多航運公司已否認與胡塞達成協議的報道。
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