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《市評》港股反覆造好 內銀股漲 中銀香港彈逾5%
港股今日為第一季季結日,大市反覆造好。伊朗通過對霍爾木茲海峽徵收通行費,並禁止美以船隻通過,美股道指及納指隔晚各升0.1%及跌0.7%。聯儲局主席鮑威爾指經濟風險顯示利率或應有變化,關注能源衝擊是否影響通脹預期。撰文之時,美國2年期債券孳息跌至3.818%,美國10年期債券孳息跌至4.321%,美匯指數跌至100.46。道指期貨最新升422點或0.93%,納...
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《市評》港股反覆造好 內銀股漲 中銀香港彈逾5%
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港股今日為第一季季結日,大市反覆造好。伊朗通過對霍爾木茲海峽徵收通行費,並禁止美以船隻通過,美股道指及納指隔晚各升0.1%及跌0.7%。聯儲局主席鮑威爾指經濟風險顯示利率或應有變化,關注能源衝擊是否影響通脹預期。撰文之時,美國2年期債券孳息跌至3.818%,美國10年期債券孳息跌至4.321%,美匯指數跌至100.46。道指期貨最新升422點或0.93%,納指期貨最新升197點或0.85%,上證綜指全日跌31點或0.8%或收3,891點,深證成指跌1.8%,內地創業板指數跌2.7%,滬深兩市成交額共1.99萬億人民幣。

恒指高開67點,初段升237點見24,988點後回落,午後倒跌191點見24,559點,全日升37點或0.2%,收24,788點;國指跌24點或0.3%,收8,374點;恒生科指跌40點或0.9%,收4,649點。大市全日成交總額2,557.6億元。北水交易總成交額1,089.09億元,而南向資金今日淨流入7.03億元(上交易日淨流入24.67億元)。中海油(00883.HK)  -0.900 (-3.114%)    Short selling $511.35M; Ratio 8.506%   走低3.1%收28元,成交額逾61億元,長飛光纖光纜(06869.HK)  -14.000 (-7.107%)    Short selling $510.80M; Ratio 8.509%   下滑7.1%,成交額60億元。

恒指3月累跌1,842點或6.9%、國指3月累跌485點或5.5%、恒生科指3月累跌488點或9.5%,而南向資金3月淨流入614.02億元。恒指首季累跌842點或3.3%、國指首季累跌539點或6.1%、恒生科指首季累跌866點或15.7%,而南向資金首季淨流入2,209.47億元。

【中海油走低 中銀香港強】

部份銀行股造好,農行(01288.HK)  +0.170 (+3.148%)    Short selling $322.90M; Ratio 34.185%   去年純利升3.2%增派末期息,股價升3.1%。中行(03988.HK)  +0.080 (+1.636%)    Short selling $345.46M; Ratio 16.206%   去年純利升2.2%,全日股價升1.6%。中銀香港(02388.HK)  +2.260 (+5.575%)    Short selling $199.89M; Ratio 21.828%   去年多賺4.9%,並建議派發2025年末期股息每股1.255元,連同前三次中期股息,全年每股股息2.125元按年增長6.8%,派息比率為56%提升1個百分點,全日股價彈高5.6%。

中金發表報告指,中銀香港公布2025年度業績,營收按年增8.1%,歸母淨利潤按年增4.9%;去年第四季營收按年增13.8%;稅前利潤按年增5%,業績符合中金預期。考慮到市場風險偏好變化與盈利預期變化,該行上調公司目標價53%至45.1港元,分別對應今明兩年1.3倍、1.2倍市賬率,維持「跑贏行業」評級。該行指,中銀披露董事會已原則上批准2026至2028年股東回報框架,主要內容為靈活採取既定派息區間(40%至60%)內有序提升股東派息率、股份回購、特別股息等措施增加股東回報,爭取於今年上半年業績發布時實施。

【跌股千三隻 翰森美的彈】

港股今日市寬續弱,主板股票的升跌比率為18比32(上日16比36),下跌股份1,330隻(跌幅3.1%);恆指成份股今日47隻股份上升,下跌股份42隻,升跌比率為52比47(上日28比71);大市今日錄沽空405.04億元,佔可沽空股份成交額2,193.26億元的18.468%。

翰森製藥(03692.HK)  +2.400 (+7.255%)    Short selling $188.33M; Ratio 28.194%   公布業績後全日股價彈高7.3%收35.48元。美的(00300.HK)  +5.350 (+6.820%)    Short selling $185.62M; Ratio 19.204%   去年純利增14%,全日股價上揚6.8%收83.8元。滙豐研究發表報告指,美的2025年第四季業績符合市場預期。儘管今年第一季面臨高基數,預測盈利增長仍可能正面,公司透過派高息及擴大股份回購規模,為股東帶來強勁回報,決定上調其目標價至112元。(wl/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-03-31 16:25.)

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