《即日市評》恆指止連跌 美團彈半成 藥明系受捧
恆指連跌七個交易日(累跌950點或5.6%)後,今日受科網股帶動回升。投資者等待美國公布通脹數據,美股及納指隔晚各升0.45%及0.75%,執筆之時,美國10年期債券孳息率處於3.992厘,美匯指數處於102.25,道指期貨最新升87點或0.23%,納指期貨最新升0.56%。上證綜指全日升8點或0.3%收2,886點,深證成指升1.5%,而滬深兩市成交額共7,121億人民幣。
恆指今早高開56點後升幅擴大,曾升362點一度高見16,459點,全日升204點或1.3%,收16,302點;國指升73點或1.4%,收5,494點;恆生科技指數升74點或2.2%,收3,503點。大市全日成交總額按日升近26%至937.17億元,滬、深港通南下交易淨流出9.2億及23.87億元人民幣。盈富基金(02800.HK)全日上揚1.3%收16.46元,成交額按日大升3倍至113.49億元。
【恆指止連跌 美團彈半成】
科網股回升,騰訊(00700.HK)股價漲近2.6%收287.4元,阿里巴巴(09988.HK)及美團(03690.HK)全日股價各上揚2.3%及5.4%,而美團昨日首度進行股份回購涉資4億元。
花旗發表全球科網股報告,縱使生成人工智能帶來的科技進步將支援科網股投資情緒,但宏觀逆風、利率、通脹、競爭及監管或令行業及企業增長受壓。有效成本優化工作及理性開支帶動持續的盈利率改善,將可支撐主要科網企業可持續盈利增長,美歐及中印科網股正展示有關趨勢。該行的中國科網股首選股包括騰訊、拼多多(PDD.US) 及攜程(TCOM.US)(09961.HK)。
【跌股千一隻 藥明系抽上】
港股今日市寬轉強,主板股票的升跌比率為26比16(上日16為比25),上升股份1,103隻(升幅2.6%),恆指成份股今日61隻股份上升,下跌股份19隻,升跌比率為74比23(上日為32比63);大市今日錄沽空136.49億元,佔可沽空股份成交額796.11億元的17.144%(上日為19.438%)。
藥明系抽上,藥明康德(02359.HK)及藥明合聯(02268.HK)全日股價分別彈高6.7%及9.5%,藥明生物(02269.HK)股價上揚8.8%收30.45元。藥明生物公布於去年新增132個項目,開發業務增長強勁,今年新增項目數目標由80提升至110個。公司另宣布,旗下生物新藥研發服務部(CRDMO中的R—研究服務)與BioNTech(BNTX.US) 達成一項研究服務協議,以為BioNTech開發針對兩個未披露靶點抗體,用於研發新一代候選藥物。
里昂發表報告表示,藥明生物去年12月意外地下調對2023至2025財年管理層指引後,公司最新公布去年新增項目達132個,即2023年12月單月簽下了41個項目,優於市場預期。公司表示2024年目標是新增110個項目(原來為80個),以反映料今年第二季需求潛在強勁復甦。該行將藥明生物投資評級從「跑贏大市」上調至「買入」,維持目標價37元。
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