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》恆指偏淡 美團績後彈逾5% 聯想受壓
港股今日觀望氣氛濃厚,大市反覆偏淡。美股道指及納指上週五分別跌0.77%及升0.16%,執筆之時,美國10年期債券孳息率跌至4.218釐,美匯指數處於104.39,道指期貨最新跌47點或0.12%,納指期貨最新跌0.1%。上證綜指全日跌21點或0.7%收3,026點,深證成指跌近1.5%,而滬深兩市成交額共1.04萬億人民幣。 恆指高開32點後,升幅一度擴大至113點高見16,612點,午後曾倒跌58點見16,441點,全日跌25點或0.2%,收16,473點;國指跌3點或0.05%,收5,754點;恆生科技指數跌18點或0.5%,收3,437點。大市全日成交總額1,127.09億元,滬、深港通南下交易淨流出16.24億及18.54億元人民幣。聯想集團(00992.HK)跌8.6%爲跌幅最大藍籌,摩根士丹利近日發表報告,料券商同業或有機會下調對聯想集團截至今年3月底止季度及2025財年預測,估計短期內PC需求仍低迷。 【恆指觀望濃厚 美團績後彈高】 科網股走個別,騰訊(00700.HK)跌0.1%報288.6元;網易(09999.HK)跌2%;阿里(09988.HK)跌1%報70.3元;據報蘋果(AAPL.US)商討在內地設備使用百度(BIDU.US)AI技術,百度(09888.HK)升2.5%。 美團(03690.HK)管理層向分析員保證削減美團優選虧損,全日股價升5.7%收93.3元。摩根大通發表報告指,美團股價自2月以來累升約41%,因爲投資者預期社區團購務虧損將大幅收窄。該行認爲美團股價仍會進一步上行空間,因爲管理層在業績電話會議上的評論表明,對今年核心本地商業的利潤增長前景充滿信心。 受財務可見度改善及市場上調對其預測驅動,該行料估值重評將推動美團股價持續上揚。該行將美團評級由「中性」上調至「增持」,目標價由67元大升至110元。新的今明兩經調整每股盈測分別爲按年增長55%和45%,比市場預期高21%和18%。 【沽空率回落 宏橋揚逾一成】 港股今日市寬續弱,主板股票的升跌比率爲17比25(上日爲11比32),下跌股份1,063只(跌幅2.6%),恆指成份股今日34只股份上升,48只股份下跌,升跌比率爲41比59(上日爲11比89);大市今日錄沽空降至194.2億元,佔可沽空股份成交額1,019.69億元的19.045%(上日爲32.219%)。 中國宏橋(01378.HK)去年純利增32%,全日股價搶高13.4%,爲升幅最大藍籌。匯豐環球研究發表報告指,中國宏橋2023年下半年收入表現略勝預期,主要受惠於下遊需求強勁,加上產能擴張帶動公司產品銷量;以及匯兌損失減少的因素帶動。至於公司毛利率擴張與股息率符合該行預期。 該行預期,中國宏橋2024年的盈利表現將跟隨利潤率擴張,按年增長10%。而且在下遊需求及供應同時強勁的情況下,公司產品的平均售價可能會保持在較高水平。至於原材料成本應會有所下降,主要由於2024年上半年的基數效應及供需環境改善。因此匯豐將中國宏橋的目標價由8.5元上調至9元,維持「買入」評級。
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