《即日市評》港股反覆升 成交額僅470億元 李寧彈半成
港股今日(15日)反覆造好。美股道指隔晚(14日)收復部分失地,高收151點或0.4%,納指漲1.3%,撰文之時,美國10年期債券孳息率跌至4.228釐,美匯指數跌至104.65,道指期貨最新升77點或0.2%,納指期貨最新升0.2%。A股因農曆新年休市,直至下週一(19日)起復市。
恆指先跌後回升,今早低開55點,初段曾跌128點一度低見15,751點後掉頭上升,曾倒升149點一度高見16,029點。全日升65點或0.4%,收15,944點;國指升24點或0.5%,收5,410點;恆生科技指數升25點或0.8%,收3,223點。大市全日成交總額降至470.2億元,爲去年10月9日以來最少,滬、深港通南下交易下週一(19日)恢復。藥明生物(02269.HK)跌1.9%,同系藥明康德(02359.HK)回升1.6%。
【成交額呈下滑 自去年十月低】
科技股走個別,阿里-SW(09988.HK)獲多個境外基金披露增持,該股升0.7%報71.3元。美團-W(03690.HK)昨(14日)升逾5%後,今日(15日)再升0.4%報71.35元。騰訊(00700.HK)跌1.6%報285.4元,小米-W(01810.HK)、百度-SW(09888.HK)、網易-S(09999.HK)及快手-W(01024.HK)升0.9%至1.3%,京東-SW(09618.HK)升2.4%。萬國數據-SW((09698.HK)升7.3%,ASMPT(00522.HK)及騰訊音樂(01698.HK)漲逾5%。
着名對衝基金經理Michael Burry旗下Scion資產管理披露,截至去年底持有7.5萬股阿里巴巴美股預託證券(BABA.US) ,總值581.3萬美元,按季增持2.5萬股。阿里巴巴爲該資產管理公司披露持股中最重持倉股份。該公司亦露持有京東美股預託證券(JD.US)20萬股,按季增持7.5萬股,所持京東股份市值577.8萬美元。Burry在2022年曾買入阿里巴巴及京東,但於去年第二季清倉有關股份,在去年第三季再重新持有該兩股。
【市寬呈現向好 李寧彈高半成】
港股今日市寬向好,主板股票的升跌比率爲21比19(上日19爲比20),恆指成份股今日49只股份上升,下跌股份25只,升跌比率爲60比30(上日爲61比33);大市今日錄沽空78.19億元,佔可沽空股份成交額385.77億元的20.268%(上日20.97%)。
部份內需股有支持,李寧(02331.HK)升5.6%報20.25元,爲升幅最大藍籌,安踏(02020.HK)揚1.9%,中免(01880.HK)增長3.7%。周大福(01929.HK)微升近0.7%收11.62元。
里昂發表報告指,據高端商場及黃金珠寶分銷商反映,農曆新年奢侈品及黃金珠寶消費暢旺,其中一個在北京的主要高端商場預期,農曆新年消費增長超過10%,而農曆年前一星期則增長逾20%。一個內地東部的珠寶分銷商指,銷售表現受惠於農曆新年及情人節推廣。該行指,周大福去年第四季及農曆年前的銷售跑贏同業,料1月及2月銷售額按年增長30%以上,主要受惠低基數效應,其他品牌一般有20%以上升幅。
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