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《即日市評》港股隨A股向下 物管股抽高
港股今日(26日)隨A股向下。美股上周五(23日)走個別,道指升0.16%創收市新高,但納指跌0.28%,撰文之時,美國10年期債券孳息率跌至4.232厘,美匯指數處於103.9,道指期貨最新跌66點或0.17%,納指期貨最新跌0.2%。中央財經委指要推動設備更新和消費品以舊換新,並降全社會物流成本。上證綜指收全日跌27點或0.93%收2,977點,深證成指跌0.04%,而滬深兩市成交額共9,891億元人民幣。 恆指今早低開40點後,一度倒升51點高見16,777點,其後掉頭回落,曾跌135點低見16,590點,全日收報16,634點,跌91點或0.5%;國指全日跌41點或0.7%,收報5,723點;恆生科技指數跌6點或0.2%,收報3,393點。大市全日成交總額835.46億元,滬、深港通南下交易全日淨流入26.9億及8.45億元人民幣。理想-W(02015.HK)全日股價升0.6%,收市後公布去年虧轉盈賺117億人幣勝預期,理想(LI.US)美股盤前交易時段報升逾8%。 【科網股走弱 電訊盈科跌】 科技股方面,阿里-SW(09988.HK)跌0.5%,公司主席蔡崇信指已重回中國頂級電商企業軌道,菜鳥仍正等待更好時機上市。騰訊(00700.HK)跌1.2%收報287.2元。百度-SW(09888.HK)跌2.2%。藥明系有支持,藥明康德(02359.HK)揚2.4%,藥明生物(02269.HK)漲2.9%。 電訊盈科(00008.HK)全日下滑4.3%收3.99元。摩根士丹利發表研究報告指,電訊盈科上周五(23日)公布業績,同時宣布減少分派來自香港電訊(06823.HK)的股息,拖累其股價今日(26日)早市下跌約5%,對比同期恆指僅跌約0.6%。大摩認為,約5%的跌幅僅反映2023財年的派息傳導率下調至97%,以及其估值的輕微向下重評,認為此跌幅並未充分反映進一步下調股息的潛在風險,預期電盈自由現金流壓力將在中短期內將持續存在,因此估計短期內其股價仍有進一步下行風險,給予「與大市同步」評級,目標價4元。 【跌股一千隻 物管股抽高】 港股今日市寬轉弱,主板股票的升跌比率為19比24(上日23為比18),下跌1,010隻(跌幅2.4%),恆指成份股今日28隻股份上升,53隻股份下跌,升跌比率為34比64(上日為39比57);大市今日錄沽空169.44億元,佔可沽空股份成交額739億元的22.928%(上日19.739%)。 內房物管股向好,碧桂園服務(06098.HK)升5.3%。華潤萬象生活(01209.HK)及融創服務(01516.HK)各升4.8%與4.6%。至於恆大物業(06666.HK)飆34.6%,同系恆大汽車(00708.HK)升近17%。 中銀國際發表報告指,過去一年,觀察到中國房地產市場調整對物業管理行業的影響更多集中在開發商增值服務領域。因此該行預計華潤萬象生活(01209.HK)、中海物業(02669.HK)、保利物業(06049.HK)去年淨利潤按年增長率都將超過20%,而綠城服務(02869.HK)增長率預計將超過15%,因為它們受關聯方影響較細。
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