You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《即日市評》科網股領航大市 光伏玻璃股彈高
內地2月CPI升0.7%勝預期,自去年9月以來首次爲正增長,終止連續四個月通縮,港股今日(11日)向上。美國2月非農就業人數增27.5萬超預期,失業率意外升至3.9%創兩年高,美股道指及納指上週五(8日)各跌0.18%及1.2%;美國總統拜登預計美聯儲局將會減息,目前市場估計聯儲局將於6月開始減息週期,撰文之時,美國10年期債券孳息率跌至4.071釐,美匯指數跌至102.69,道指期貨最新跌144點或0.4%,納指期貨最新跌0.28%。上證綜指全日升22點或0.74%收3,068點,深證成指升2.3%,而滬深兩市成交額共逾1萬億元人民幣,寧德時代(300750.SZ)股價抽升14.5%,大摩上調寧德時代評級至「增持」,並上調目標價至210元人民幣。 恆指高開62點後反覆向上,一度漲272點曾高見16,625點,全日升234點或1.4%,收16,587點;國指升92點或1.6%,收5,748點;恆生科技指數升96點或2.9%,收3,482點。大市全日成交總額929.45億元,滬、深港通南下交易淨流入35.22億及18.02億元人民幣。傳內地電網可能接入更多新能源,摩通升信義光能(00968.HK)及福萊特玻璃(06865.HK)目標價,信義光能升11.2%,同系信義玻璃(00868.HK)升4.8%;福萊特玻璃升10.6%。 【內地CPI升 科網股領航】 騰訊(00700.HK)和網易-S(09999.HK)參與2024年遊戲開發者大會,兩股股價分別升3.2%及1.4%。其他科技股方面,京東-SW(09618.HK)及美團-W(03690.HK)升6.4%及5.3%。阿里-SW(09988.HK)及小米-W(01810.HK)升2.2%及2.4%。快手-W(01024.HK)升3.7%。 嗶哩嗶哩(09626.HK)股價抽高11.6%。摩根大通發表研究報告,將嗶哩嗶哩的投資評級從「跑輸大市」調升至「中性」,認爲現時的風險回報水平更爲平衡,對其短期股價前景看法變得更爲正面,目標價由80元上調至85元。該行指出,管理層提出的今年收入錄得雙位數增幅目標,與市場預期的按年增長14%一致,,因此認爲市場普遍預期再下調的空間有限。但摩通預期,要在今年真正實現雙位數百分比收入增幅,需要新遊戲良好表現及直播業務增長強韌的支持。 【升股千一隻 電視廣播彈】 港股今日市寬向好,主板股票的升跌比率爲27比16(上日爲29比14),上升股份1,145只(升幅3.6%),恆指成份股今日65只股份上升,14只股份下跌,升跌比率爲79比17(上日爲73比23);大市今日錄沽空152.06億元,佔可沽空股份成交額827.39億元的18.379%(上日爲17.348%)。 電視廣播(00511.HK)全日股價彈高近9%收3.52元。阿里大文娛發佈「港藝振興計劃」,擬於未來五年在香港劇集、電影、演出和青年人才培養四大領域,投入不低於50億港元。阿里大文娛董事長兼CEO樊路遠表示,希望與香港文化娛樂界展開深度合作。阿里影業(01060.HK)還發布了多部港片,並宣佈將在香港打造第二總部。 電視廣播宣佈與阿里旗下大型在線視頻平臺優酷再簽訂深度合作框架協議。雙方將擴大原有合作,簽訂深度合作框架協議。在原有的合作基礎上,再追加三部劇集項目的合作,其中包括《新聞女王》系列續集,《新聞女王2》,預計此劇將在明年年初開機拍攝。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account