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《即日市評》恆指向下 成交近三個月低 科網及內房股弱
市場觀望美聯儲局議息結果及會後聲明,港股今日(20日)受科網股拖累向下。市場料美聯儲本次會議將暫停加息,但憂慮其年內仍可能再加息,美股道指及納指隔晚(19日)各跌0.3%及0.2%,撰文之時,美國10年期債券孳息率升至4.349釐,美匯指數處於105.09,道指期貨最新升45點或0.13%,納指期貨最新升0.18%。內地9月一年及五年期LPR維持不變符預期,上證綜指今日跌16點或0.52%收3,108點,深證成指跌0.53%,滬深兩市成交額縮減至共5,733億人民幣。 恆指低開57點後,早段跌幅曾收窄至1點見17,995點,其後再度向下,全日跌111點或0.62%,收報17,885點;國指跌53點或0.86%,收6,181點;恆生科技指數跌62點或1.58%,收3,921點。大市全日成交總額降至712.97億元爲近三個月低。滬、深港通南下交易淨流入27.07億及18.98億元人民幣。港交所(00388.HK)跌1.5%報286.6元。舜宇光學(02382.HK)全日股價挫近5.5%,瑞聲(02018.HK)跌2.2%。 【成交三月低 科網股偏軟】 科網股造淡,阿里-SW(09988.HK)跌0.4%報84.5元,騰訊(00700.HK)跌1%報309.2元。京東-SW(09618.HK)、小米-W(01810.HK)及嗶哩嗶哩-W(09626.HK)跌1.2%至1.5%,美團-W(03690.HK)走低2.1%。 新能源汽車股造淡,比亞迪(01211.HK)下滑0.9%,小鵬-W(09868.HK)挫5.6%,而蔚來-SW(09866.HK)全日股價急滑11.9%收69.1元。蔚來公佈,對本金總額5億美元於2029年10月15日到期的可轉換優先債券及本金總額5億美元於2030年10月15日到期的可轉換優先債券進行定價。2029年債券將按年利率3.875%計息,2030年債券將按年利率4.625%計息,兩筆債券的初始轉換率均爲每1,000美元本金額兌89.9685股美國存託股份,相當於初始轉換價每股美國存託股份約11.12美元,較公司美國存託股份昨日收市價有溢價約30%。 【跌股千一隻 內房股偏軟】 港股主板今日市寬轉弱,主板股票的升跌比率爲13比27(上日17比23),下跌股份1,153只(跌幅2.4%);恆指成份股今日18只股份上升,下跌股份60只,升跌比率爲23比75(上日爲60爲39);大市今日錄沽空147.41億元,佔可沽空股份成交額611.65億元的24.101%(上日23.72%)。 內媒報道「認房不認貸」落地後,有統計指廣州成交量漲幅僅兩成,內房股普遍向下。融創中國(01918.HK)、綠城中國(03900.HK)、雅居樂(03383.HK)及龍湖(00960.HK)跌1.5%至1.9%,富力(02777.HK)跌3.5%,恆大(03333.HK)挫9.1%報0.5元。
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