《即日市評》恆指反覆造好 油金股彈高
港股今早因八號颱風及黑色暴雨警告而暫停交易,下午兩時恢復交易,全日反覆造好。美國上周五(6日)公布9月非農職位增加近34萬個遠較預期多,平均時薪按月增0.2%少過市場預期,美股道指及納指上周五分別升0.87%及1.6%。此外,以巴衝突致逾千人死,執筆之時,美國10年期債券孳息率升至4.795厘,美匯指數升至106.51,道指期貨最新跌208點或0.62%,納指期貨最新跌0.72%。中秋及國慶長假期後,內地A股今日復市。上證綜指今日跌13點或0.44%收3,096點,深證成指跌0.03%,而滬深兩市成交額共7,700億人民幣。
恆指高開14點,其後曾升147點見17,633點,其後一度倒跌38點見17,447點,全日升31點或0.2%,收17,517點;國指升24點或0.4%,收5,998點;恆生科技指數升9點或0.2%,收3,825點。大市成交金額468.73億元,滬、深港通南下交易淨流入16.74億及13.52億元人民幣。
科網股走個別,阿里巴巴(09988.HK)跌近1%報82.1元,騰訊(00700.HK)升0.6%報307元,美團(03690.HK)股價升0.6%。小鵬汽車(09868.HK)跌近3.1%。
【以巴爆衝突 油金股彈高】
以色列與巴勒斯坦加沙地帶武裝組織爆發激烈衝突,已造成至少逾千人死亡,市場憂地緣政治風險,油金股彈高。招金礦業(01818.HK)升4.7%,紫金(02899.HK)漲3.7%,中石油(00857.HK)揚2.5%,中海油(00883.HK)揚2.3%。
花旗發表報告稱,激進組織哈馬斯今次發動襲擊對油市有推升作用,但關鍵是升勢會持續多久。花旗認為,由於伊朗被指對哈馬斯提供支持,以色列襲擊伊朗的風險愈來愈大,同時沙地地拉伯與以色列的和解可能會被推遲,降低沙地阿位伯減少或結束每日100萬桶自願減產的預期。高盛暫時維持布蘭特期油100美元的預測,但認為今次襲擊降低沙地阿拉伯與以色列關係正常化的可能性,並降低沙地阿拉伯提前解除減產的可能性。同時,由於緊張局勢可能重新升級,伊朗石油供應出現下行風險。
【市寬略轉弱 內房股受壓】
港股主板今日市寬轉弱,主板股票的升跌比率為21比17(上日29比10);恆指成份股今日34隻股份上升,43隻股份下跌,升跌比率為43比54(上日為91為8);大市今日錄沽空80.58億元,佔可沽空股份成交額403.45億元的19.974%(上日20.74%)。
市場關注恆大系債務重組,恆大(03333.HK)跌12.7%,恆大物業(06666.HK)及恆大汽車(00708.HK)跌7.3%及8.9%。其餘內房股受壓,融創(01918.HK)及碧桂園(02007.HK)跌7.8%及6.7%,遠洋(03377.HK)跌6.6%。
恆大汽車公布,接獲戰略投資者紐頓集團(NWTN.US)通知,鑒於公司股份於9月28日暫停交易,連同近期控股股東中國恆大發生了一系變化,具有重大不確定性。因此,紐頓集團已暫停履行股份認購協議中的相關義務,但確認並不構成終止協議的通知。
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