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《即日市評》恆指「三連跌」累挫千七點 車股沽壓重
國際油價攀升,引發市場對通脹升溫的恐慌情緒,港股今日持續向下。美股道指及納指昨各跌2.4%及3.6%,執筆之時美國十年期國債孳息率升至1.844厘,美匯指數處99.08,美股道指期貨最新跌1點,納指期貨最新跌0.16%。今早人民幣中間價上調293點報6.3185兌一美元,上證綜指全日跌79點或2.4%收3,293點,深證成指跌2.6%,滬深兩市成交額共1.1萬億人民幣。 恆指高開24點,早段曾升245點一度高見21,303點,其後再度轉弱,午後曾倒跌418點見20,638點,全日跌291點或1.39%,收20,765點,連跌三日(累跌1,701點或7.6%);國指跌174點或2.36%,收7,237點;恆生科技指數跌145點或3.21%,收4,382點。大市全日成交總額1,707.7億元,滬、深港通南下交易分別淨流入8億及22.14億元人民幣。 【恆指續向下 車股沽壓重】 汽車股沽壓重,比亞迪(01211.HK)股價挫9.4%收184元,為跌幅最大藍籌股,吉利(00175.HK)及長汽(02333.HK)股價各走低7.4%及4.8%。星展發表報告指,俄羅斯及烏克蘭的銷售僅佔中國汽車產量的小部分,估計國際對俄羅斯的制裁只會稍為減少內地汽車的銷量,但預期全球車廠將會面臨更大的挑戰,商品價格壓力或令車廠的產品毛利率下跌1至2個百分點。 星展指,長城汽車於俄羅斯的投資料佔其去年底總資產約5%,該行估計盧布貶值令集團遭受一些匯兌影響,料其股價在近期會表現低迷,該行對長汽股份評級為「買入」,目標價26元。 瑞信指,吉利2月份批發銷量按月跌46.4%至78,478輛,按年計增長1.6%,低於市場預期,對比中國汽車工業協會預測2月份市場銷量將按年增長14%,按月下降34%,吉利上月表現跑輸整體汽車行業。吉利將2月份銷售的遜色歸因於蘇州疫情導致部分零部件供應短缺,並預期半導體供應3月份將見改善,有利於未來銷售。 【跌股千四隻 統一有沽壓】 港股今日市寬續弱,主板股票的升跌比率為9比34(上日為7比37),下跌股份1,449隻(跌幅3.7%),恆指成份股今日19隻股份上升,下跌股份70隻,升跌比率為29比70(上日為12比86);大市今日錄沽空320.53億元,佔可沽空股份成交額1,465.71億的21.869%(上日為19.722%)。 消費股下跌,統一企業中國(00220.HK)全日股價挫16.1%。高盛發表報告,將統一企業中國2022年至2024年的每股盈利預測分別下調12%至14%,以反映成本壓力上升和對銷售費用更嚴格的控制,將目標價由7.9元下調至為7.2元,評級為「中性」。
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