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《市評》恒指回升 醫藥股及比亞迪受捧
受中資醫藥股及汽車股帶動,港股今日(27日)反覆回升。市場觀望美伊戰爭發展,美國總統特朗普延長暫停攻擊伊朗能源設施至下月6日,美股道指及納指隔晚(26日)各跌1%及2.4%,撰文之時,美國2年期債券孳息升至4.01%,美國10年期債券孳息升至4.45%,美匯指數升至100.01。道指期貨最新升14點或0.03%,納指期貨最新升13點或0.06%,內地創業板指...
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《市評》恒指回升 醫藥股及比亞迪受捧
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受中資醫藥股及汽車股帶動,港股今日(27日)反覆回升。市場觀望美伊戰爭發展,美國總統特朗普延長暫停攻擊伊朗能源設施至下月6日,美股道指及納指隔晚(26日)各跌1%及2.4%,撰文之時,美國2年期債券孳息升至4.01%,美國10年期債券孳息升至4.45%,美匯指數升至100.01。道指期貨最新升14點或0.03%,納指期貨最新升13點或0.06%,內地創業板指數升0.7%。上證綜指全日升24點或0.63%或收3,913點,深證成指升1.2%,滬深兩市成交額共1.85萬億元人民幣。

恒指低開87點,初段曾跌143點一度低見24,712點,其後曾升239點見25,095點,全日升95點或0.4%,收24,951點;國指升63點或0.8%,收8,453點;恒生科指升16點或0.35%,收4,778點。大市全日成交總額2,630.81億元。北水交易總成交額1,010.44億元,而南向資金今日淨流出28.83億元(上交易日淨流入33.4億元)。

恒指本周累跌325點或1.3%,連跌四周。國指本周累跌120點或1.4%、恒生科指本周累跌94點或1.9%,而南向資金本周淨流入251.46億元(對上一周淨流出63.29億元)。本周初美國總統特朗普曾對伊朗發出最後通牒要求其兩天內重新開放霍爾木茲海峽,否則將鎖定伊朗能源基礎設施,但其後特朗普宣布美國和伊朗談判進展順利,美將暫停襲擊伊朗發電廠和能源基礎設施,美伊戰事持續影響市場情緒及加深投資者對滯脹憂慮。而恒指已連跌四周,累跌1,678點或6.3%。

【中移績後靠 石藥有支持】

多間藍籌公布業績,美團-W(03690.HK)  -0.800 (-0.923%)    Short selling $2.68B; Ratio 30.752%   公布業績後,市場憧憬未來外賣業務虧損降低,全日股價跌0.9%。中移動(00941.HK)  +0.550 (+0.710%)    Short selling $228.99M; Ratio 11.506%   去年純利跌0.9%增派末期息,全日股價升0.7%。中國平安(02318.HK)  +1.150 (+1.978%)    Short selling $911.31M; Ratio 27.172%   去年純利按年升7%,全日股價升2%。中海油(00883.HK)  -0.160 (-0.548%)    Short selling $293.03M; Ratio 8.898%   去年純利跌逾12%,全日股價跌0.5%。

醫藥股普遍上揚,石藥(01093.HK)  +1.130 (+13.848%)    Short selling $338.99M; Ratio 19.550%   主席蔡東晨昨日(26日)在場內增持4,940萬股涉4.13億元,全日股價彈高13.8%。信達生物(01801.HK)  +6.100 (+7.683%)    Short selling $572.46M; Ratio 25.923%   實現首次全年盈利,股價升7.7%。中生製藥(01177.HK)  +0.070 (+1.203%)    Short selling $207.59M; Ratio 28.656%   全年基本溢利增31%,股價倒升1.2%。三生製藥(01530.HK)  +2.260 (+10.405%)    Short selling $90.74M; Ratio 8.702%   及映恩(09606.HK)  +28.200 (+11.016%)    Short selling $24.56M; Ratio 6.518%   升10.4%及11%

【升股千一隻 比亞迪造好】

港股今日市寬改善,主板股票的升跌比率為28比22(上日13比38),上升股份1,180隻(升幅3.1%);恆指成份股今日54隻股份上升,下跌股份34隻,升跌比率為60比38(上日44比84);大市今日錄沽空499.52億元,佔可沽空股份成交額2,337.59億元的21.369%。

比亞迪(01211.HK)  +3.800 (+3.700%)    Short selling $1.30B; Ratio 34.240%   全日股價上揚3.7%報106.5元,電池股寧德時代(03750.HK)  +18.000 (+2.922%)    Short selling $228.15M; Ratio 16.632%   升2.9%,鋰業股天齊鋰業(09696.HK)  +2.760 (+6.136%)    Short selling $59.18M; Ratio 10.394%   及贛鋒鋰業(01772.HK)  +6.300 (+9.265%)    Short selling $200.10M; Ratio 7.523%   升6.1%及9.3%。

國家市場監管總局昨公布,該局召開2026年第一次企業公平競爭座談會,圍繞「規範企業競爭行為,構建企業出海良性競爭生態」主題,與五礦集團、中建集團、寧德時代、比亞迪、奇瑞汽車(09973.HK)  0.000 (0.000%)    Short selling $4.45M; Ratio 7.596%   、滴滴(DIDIY.US)      、美團等企業有關負責人深入交流,聽取意見建議。總局黨組成員、副局長孟揚出席會議並講話。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-03-27 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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