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《市評》港股失守兩萬五 快手、國壽及泡泡瑪特捱沽
部份股份(包括國壽(02628.HK)及快手-W(01024.HK)等)公布業績後股價下挫,港股今日(26日)回落。市場憧憬美國和伊朗能夠達成停火協議,美股道指及納指隔晚(25日)各升0.7%及0.8%,撰文之時,美國2年期債券孳息升至3.939%,美國10年期債券孳息升至4.372%,美匯指數升至99.67。道指期貨最新跌234點或0.5%,納指期貨最新跌...
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《市評》港股失守兩萬五 快手、國壽及泡泡瑪特捱沽
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部份股份(包括國壽(02628.HK)  -2.320 (-8.480%)    Short selling $814.09M; Ratio 21.603%   及快手-W(01024.HK)  -7.450 (-14.043%)    Short selling $2.48B; Ratio 27.190%   等)公布業績後股價下挫,港股今日(26日)回落。市場憧憬美國和伊朗能夠達成停火協議,美股道指及納指隔晚(25日)各升0.7%及0.8%,撰文之時,美國2年期債券孳息升至3.939%,美國10年期債券孳息升至4.372%,美匯指數升至99.67。道指期貨最新跌234點或0.5%,納指期貨最新跌171點或0.7%。上證綜指全日跌42點或1.1%收3,889點,深證成指跌1.4%,滬深兩市成交額共1.94萬億元人民幣。美國總統特朗普表示將於5月中旬訪華,中國外交部發言人林劍回應指,元首外交對中美關係發揮着不可替代的戰略引領作用,中美雙方就特朗普總統訪華事保持着溝通。

恒指低開68點後跌幅擴大,曾跌542點低見24,793點,全日跌479點或1.9%,收24,856點;國指跌192點或2.2%,收8,389點;恒生科指跌161點或3.3%,收4,761點。大市全日成交總額2,616.62億元。北水交易總成交額1,171.55億元,而南向資金今日淨流入33.4億元(上交易日淨流入223.23億元)。

泡泡瑪特(09992.HK)  -17.600 (-10.458%)    Short selling $4.06B; Ratio 26.419%   今日再挫10.5%收77.5元,成交額153.85億元。國壽全日下挫8.5%收25.04元,里昂推算國壽去年第四季虧損130億人民幣。

【泡泡瑪特弱 快手績後挫】

騰訊(00700.HK)  -9.900 (-1.958%)    Short selling $971.71M; Ratio 8.594%   失守500元關,全日跌2%收495.6元。美團-W(03690.HK)  -3.300 (-3.667%)    Short selling $3.35B; Ratio 31.744%   回吐3.7%。阿里-W(09988.HK)  -5.900 (-4.577%)    Short selling $2.22B; Ratio 20.418%   跌4.6%收123元,百度-SW(09888.HK)  -2.600 (-2.321%)    Short selling $138.46M; Ratio 17.564%   及網易-S(09999.HK)  -4.500 (-2.552%)    Short selling $105.18M; Ratio 16.195%   跌2.3%及2.6%,京東-SW(09618.HK)  +1.200 (+1.068%)    Short selling $518.63M; Ratio 26.361%   升1.1%。快手遭市場關注核心業務增長放緩及AI投資影響盈利率,該股全日下瀉14%報45.6元,為跌幅大藍籌股。

摩根士丹利發表報告,快手去年第四季收入增長12%,高於該行預期2%,受惠於網上行銷加速增長。商品交易總額(GMV)增長13%,勝於其他電商平台;可靈AI收入3.4億元人民幣,略低於預期。經調整後利潤按年升16%,超出該行預期1%。全年經調整後淨利潤為206.5億人民幣,高於早前指引。該行對其2026年至2028年每股盈測下調17%至24%,其目標價由73港元下調25%至55港元,其評級為「與大市同步」。大摩稱,加碼投資AI在中國科網股中屬常見,但總收入顯著減速(特別是線上營銷)引起對投資回報的憂慮。該行引述快手管理層預計2026年收入增長速度將放緩至4%至4.5%,管理階層仍以2026年實現整體正自由現金流為目標,並致力於提高股東絕對回報。該行認為今年展望出乎意料偏淡。

【跌股千六隻 中移今放榜】

港股今日市寬續轉弱,主板股票的升跌比率為13比38(上日34比17),下跌股份1,602隻(跌幅2.9%);恆指成份股今日13隻股份上升,下跌股份76隻,升跌比率為14比84(上日71比27);大市今日錄沽空506.85億元,佔可沽空股份成交額2,346.18億元的21.603%(上日為20.947%)。

中移動(00941.HK)  0.000 (0.000%)    Short selling $339.53M; Ratio 14.068%   全日股價平收77.5元。中移動收市後公布去年業績,純利1,370.95億元人民幣按年跌0.9%,貼近本網綜合5間券商料純利介乎1,361.38億至1,453億人民幣預測的下限,中位數1,441.22億元人民幣。每股基本盈利6.35元人民幣。公司宣派末期股息每股2.52港元(對上財年同期派2.49港元),全年股息合計每股5.27港元,按年增長3.5%,對比本網綜合4間券商料全年每股派息介乎4.68元至5.01元人民幣;全年派息率為75%。

公司去年營運收入近1.0502萬億人民幣,按年升0.9%,符本網綜合5間券商料介乎1.0416萬億元至1.0653萬億人民幣,中位數1.0504萬億元人民幣。主營業務收入為8,955億元人民幣,按年增長0.7%;其中,算力服務收入為898億元人民幣,按年增長11.1%。通信服務收入7,149億元,按年下降1%。

而中移動在業績報告表示,展望未來,電信服務增值稅政策調整帶來一定影響,公司發展也面臨一些不確定性因素。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-03-26 16:25.)

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