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【盤房來料】騰訊步阿里後塵金融業務面臨拆骨- 信報網站hkej.com @ 2021-05-28T08: Back Hot News
Keyword:騰訊 恆指 港股 股市
Concept:騰訊小米 , 美團恆指夜期
正榮金融業務部副總裁郭家耀稱,近期大市氣氛明顯有改善。外圍方面,市場對通脹預期降溫,10年期美債息回落,對科技股有刺激作用,加上企業季績普遍符預期,帶動美股向上。至於內地股市近日出現突破,港股亦吸引資金流入,恆指升穿29,000點關,預期短期整體氣氛有望持續,指數有機會上試29,500點水平,支持位為28,800點水平。
港股通連續10個交易日錄淨買入,昨淨買入78.59億元。北水尤為寵幸騰訊,10天以來淨買入累計156億元,美團(3690)、小米淨買入累計分別有73億元、近50億元。恆指夜期稍回吐,至昨晚11時半報28,861點,低水50點。
美國10年期長債息進一步回軟,納指收市大升1.4%,恆指夜期造好,收市升98點,收報28415點,港股ADR個別發展,騰訊ADR撲590關,較港高0.4%。網易美股受教育股影響齊跌。
亞太區股市今天個別發展,菲股連續第二天跑贏區內,承昨天續漲2.3%強勢,今天再飆升5.1%高收6,665;印尼及泰股假後重開續升1.3%及0.7%;星馬股市假後復市反覆續升近0.4%-0.6%;滬深股市反覆續升0.4%及回升0.7%;印度反覆回升0.2%,澳股反覆靠穩。相反,越南續升至1,319屢創紀錄高終遇阻倒跌1.1%報1,302;日經、韓股、台股、港股及紐股逆軟,其中恆指受累於重磅股騰訊(00700.HK)
港股通淨流出8.11億元,結束連續11日淨流入。阿里巴巴(9988)旗下餓了麼投放10億元人民幣作補貼支出,主要對手美團(3690)昨曾跌逾5%,收市跌2.79%,北水昨日淨沽出該股10.31億元。騰訊(0700)昨日仍有約2.7億元淨買入,惟股價跌2%,是拖低恆指的元凶。
港股早市在內地及亞太股市帶動下造好。恆指高開49點後升幅擴大,最多升390點一度高見28,802點,半日升358點或1.3%,報28,770點;國指升101點或1%,報10,742點;恆生科技指數升90點或1.2%,報7,967點。大市半日成交總額852.59億元,滬、深港通南下交易半日錄得淨流入金額分別為23.01億及36.85億元人民幣。

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