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《市評》恒指兩萬六得而復失 阿里、京東及藥股受追捧
美國總統特朗普稱與伊朗的戰爭已經結束,沒有考慮延長停火協議,雙方談判或在兩日內在巴基斯坦重啟,恒指今日(15日)先升後收窄,兩萬六關得而復失。市場憧憬美伊談判達成協議,美股道指及納指隔晚(14日)各升0.7%及2%,撰文之時,美國2年期債券孳息升至3.755%,美國10年期債券孳息處於4.256%,美匯指數跌至98.15。道指期貨最新跌9點或0.02%,納指...
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《市評》恒指兩萬六得而復失 阿里、京東及藥股受追捧
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美國總統特朗普稱與伊朗的戰爭已經結束,沒有考慮延長停火協議,雙方談判或在兩日內在巴基斯坦重啟,恒指今日(15日)先升後收窄,兩萬六關得而復失。市場憧憬美伊談判達成協議,美股道指及納指隔晚(14日)各升0.7%及2%,撰文之時,美國2年期債券孳息升至3.755%,美國10年期債券孳息處於4.256%,美匯指數跌至98.15。道指期貨最新跌9點或0.02%,納指期貨最新升38點或0.15%。上證綜指全日微升不足1點,收4,027點,深證成指跌1%及內地創業板指數跌1.2%,滬深兩市成交額共近2.415萬億元人民幣。

恒指高開295點,曾升344點一度高見26,216點,全日升75點或0.3%,以全日低位收25,947點;國指升46點或0.5%,收8,718點;恒生科指升59點或1.2%,收4,911點。大市全日成交總額2,455.88億元。北水交易總成交額1,064.62億元,而南向資金今日淨流入42.21億元(上交易日淨流出20.17億元)。港交所(00388.HK)  +6.800 (+1.670%)    Short selling $271.84M; Ratio 12.414%   升1.7%,長飛光纖光纜(06869.HK)  -10.800 (-4.991%)    Short selling $312.79M; Ratio 7.713%   下滑近5%收205.6元,成交額41.1億元。AI股智譜(02513.HK)  -81.000 (-8.544%)    Short selling $17.33M; Ratio 0.912%   及MiniMax(00100.HK)  -103.500 (-10.883%)    Short selling $274.76M; Ratio 14.695%   回吐8.5%及10.9%,雲知聲(09678.HK)  -41.800 (-11.176%)    Short selling $143.96K; Ratio 0.028%   吐11.2%。

寧德時代(03750.HK)  -4.500 (-0.682%)    Short selling $566.32M; Ratio 23.445%   下滑0.7%收655.5元,天齊鋰業(09696.HK)  -2.850 (-5.026%)    Short selling $16.85M; Ratio 4.403%   及贛鋒鋰業(01772.HK)  -4.100 (-4.967%)    Short selling $128.12M; Ratio 14.410%   股價齊跌近5%。

【阿里有支持 京東受追捧】

科技股普遍上漲,百度-SW(09888.HK)  +3.400 (+3.060%)    Short selling $239.19M; Ratio 22.882%   升3.1%收114.5元,騰訊(00700.HK)  +5.800 (+1.176%)    Short selling $1.01B; Ratio 10.936%   走高1.2%收499元、美團-W(03690.HK)  +1.200 (+1.410%)    Short selling $885.64M; Ratio 30.406%   及網易-S(09999.HK)  +2.400 (+1.369%)    Short selling $98.34M; Ratio 16.140%   均升1.4%。阿里-W(09988.HK)  +4.100 (+3.293%)    Short selling $1.63B; Ratio 14.376%   全日股價彈高近3.3%收128.6元,成交額123.19億元。阿里旗下阿里雲公布,今年7月15日起對DDoS原生防護2.0(包年包月)、DDoS高防(中國內地)以及DDoS高防(非中國內地)商品的彈性95功能進行價格調整。

京東(09618.HK)  +5.300 (+4.593%)    Short selling $1.01B; Ratio 40.915%   全日股價走高4.6%收120.7元,成交額28.39億元。摩根大通發表研報告,恢復京東「增持」評級,目標價148港元,該行認為投資者應聚焦2026年盈利上行風險,而非像許多中國互聯網同業面臨下行風險。該行表示,去年第四季業績及2026年指引展示核心業務韌性,快速商務最進取的投資期已過,國際業務擴張應較為審慎。該行上調京東2026及2027年收入預測1%及2%,經調整純利預測上調13%及26%,分別高出市場共識17%及7%,主要反映快速商務虧損低於預期。

【升股千一隻 醫藥股起舞】

港股今日市寬略轉弱,主板股票的升跌比率為27比24(上日32比19),上升股份1,141隻(升幅3.07%);恒指成份股今日48隻股份上升,下跌股份40隻,升跌比率53比44(上日68比32);大市今日錄沽空379.54億元,佔可沽空股份成交額2,022.54億元的18.766%。

內地發布健全藥品價格形成機制,優化創新藥等首發價格機制,醫藥股上揚,中生製藥(01177.HK)  +0.340 (+5.832%)    Short selling $160.17M; Ratio 22.565%   、三生製藥(01530.HK)  +1.880 (+8.160%)    Short selling $211.64M; Ratio 12.341%   、科倫博泰(06990.HK)  +33.800 (+6.966%)    Short selling $85.07M; Ratio 19.208%   、信達生物(01801.HK)  +5.100 (+5.910%)    Short selling $309.62M; Ratio 16.904%   、康方(09926.HK)  +9.500 (+6.889%)    Short selling $290.78M; Ratio 17.248%   及君實(01877.HK)  +1.720 (+6.672%)    Short selling $39.61M; Ratio 17.685%   升5.8%至8.2%,映恩(09606.HK)  +31.000 (+10.809%)    Short selling $14.66M; Ratio 3.068%   及榮昌(09995.HK)  +9.900 (+9.133%)    Short selling $55.05M; Ratio 6.890%   升10.8%及9.1%。

花旗指,中國國務院發布了《關於改革藥品價格形成機制的意見》,這是一份具有里程碑意義的全國性指導文件,延續了一系列鼓勵創新的政策。該行認為這是自2015年以來最重要的中央政府藥品定價指導。政策旨在讓市場在藥品定價機制中發揮主導作用。該行視此為政府明確承諾,致力於培育一個強大且具有全球競爭力的本土製藥產業。該行認為主要的創新型製藥廣或生物製藥企業將成為受益者——包括恒瑞(01276.HK)  +2.650 (+4.037%)    Short selling $14.14M; Ratio 4.904%   、石藥(01093.HK)  +0.280 (+3.057%)    Short selling $176.83M; Ratio 24.483%   、信達生物以及其他跨國公司——這些企業在中國均擁有可觀的創新藥銷售。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-15 16:25.)

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