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《即日市評》恆指升成交破千億 內房股炒上 小鵬飆三成
美聯儲局如預期加息0.25厘,主席鮑威爾稱9月可能再次加息或維持利率不變,港股今日(27日)回升。鮑威爾稱9月加息與否要取決於數據,並指今年不會減息及不再預計美國會陷入衰退;執筆之時,美國10年期債券孳息率處3.867厘,美匯指數跌至100.59,道指期貨最新升54點或0.15%,納指期貨最新升1%。上證綜指今日跌6點或0.2%收3,216點,深證成指跌0.4%,而滬深兩市成交額共7,800億元人民幣。 恆指高開136點後升幅擴大,最多升320點見19,685點,全日升273點或1.4%,收19,639點;國指升121點或1.9%,收6,670點;恆生科技指數升122點或2.9%,收4,341點。大市全日成交總額增至1,135.64億元,滬、深港通南下交易各淨流出1,600萬及14.32億元人民幣。 科網股造好,騰訊(00700.HK)、阿里-SW(09988.HK)全日股價各漲0.8%及1.7%,美團-W(03690.HK)升1.3%。港交所(00388.HK)升1.3%,而匯豐上調港元最優惠利率12.5點子至5.875%,匯控(00005.HK)攀升近0.5%至64.95元創約四年高。 【小鵬飆三成 吉利有支持】 部份新能源汽車股舞高,吉利(00175.HK)股價彈高8.6%,蔚來-SW(09866.HK)股價搶上13.4%收104.8元,理想-W(02015.HK)揚近2.7%,而小鵬-W(09868.HK)全日股價飆升33.9%收81元。小鵬汽車獲大眾汽車斥約7億美元入股,佔擴大後已發行及在外流通的股份總數的4.99%,並擬共同開發純電動車於2026年內地投產。 花旗發表報告指,小鵬獲大眾汽車入股十分正面。該行預計從明年開始,小鵬可能會從大眾汽車獲得先進駕駛輔助系統(ADAS)收入,而且不是一次性的許可費,而可能是多年的可持續收入。小鵬從大眾汽車獲得的ADAS收入亦可能會帶來相對較高的毛利率。 【升股千一隻 內房股炒上】 港股今日市寬轉強,主板股票的升跌比率為28比14(上日18為比22),上升股份1,186隻(升幅3.1%);恆指成份股今日70隻股份上升,下跌股份10隻,升跌比率為88比13(上日為46為48);大市今日錄沽空187.58億元,佔可沽空股份成交967.12額億元的19.396%(上日為21.142%)。 內房股炒上,合景泰富(01813.HK)及富力(02777.HK)股價各升19%及20.3%,碧桂園(02007.HK)升11.8%,遠洋(03377.HK)、融創中國(01918.HK)、新城(01030.HK)及雅居樂(03383.HK)升7.6%至8.7%。 大和發表報告指出,內地新屋銷售在連續兩周下跌後,上周的銷售略有回升,但仍遠低於去年的低銷售基數。同時,該行認為減免房地產交易稅的通知並非新事,但仍然預計政府將加大對內房業的政策支持。該行認為,內地買家對房地產市場的信心仍然疲弱,因為經濟疲軟導致他們對財務的不安,以及對私人開發商流動性和交付能力憂慮再度蔓延。該行建議投資者短期宜對內房股保持審慎,而越秀地產(00123.HK)、華潤置地(01109.HK)及中國海外(00688.HK)仍屬防守之選。
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