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《市評》恒指跌1% 寧德配股挫近7% 曦智「登場」受捧
寧德時代(03750.HK)折讓7%配股淨籌逾391億元,港股今日(28日)持續向下。伊朗和平談判陷入僵局,美股道指及納指隔晚(27日)各跌0.1%及0.2%,撰文之時,美國2年期債券孳息升至3.822%,美國10年期債券孳息升至4.358%,美匯指數升至98.65,道指期貨最新升83點或0.17%,納指期貨最新跌102點或0.37%。日本央行一如預期維持利...
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《市評》恒指跌1% 寧德配股挫近7% 曦智「登場」受捧
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寧德時代(03750.HK)  -46.500 (-6.884%)    Short selling $4.34B; Ratio 49.427%   折讓7%配股淨籌逾391億元,港股今日(28日)持續向下。伊朗和平談判陷入僵局,美股道指及納指隔晚(27日)各跌0.1%及0.2%,撰文之時,美國2年期債券孳息升至3.822%,美國10年期債券孳息升至4.358%,美匯指數升至98.65,道指期貨最新升83點或0.17%,納指期貨最新跌102點或0.37%。日本央行一如預期維持利率0.75%不變,今財年通脹預測大幅上調至2.8%,日股全日跌1%。上證綜指全日跌7點或0.19%收4,078點,深證成指跌165點或1.1%報14,830點,內地創業板指數跌1.4%,滬深兩市成交額共近2.54萬億人民幣。

恒指低開111點後反覆向下,早市跌幅曾收窄至28點見25,896點,但午後跌幅曾擴大至316點一度低見25,609點,全日收25,679點,跌245點或0.95%;國指收8,644點,跌111點或1.3%;恒生科指收4,827點,跌112點或2.3%。大市全日成交總額2,623.33億元。北水交易總成交額1,100.22億元,而南向資金今日淨流入145.23億元(上交易日淨流出40.92億元)。

阿里(09988.HK)  -3.700 (-2.842%)    Short selling $1.09B; Ratio 13.197%   獲聯交所批准分拆嘉興園區於深交所上市,該股跌2.8%報126.5元。騰訊(00700.HK)  -4.800 (-1.003%)    Short selling $1.11B; Ratio 9.827%   跌1%,美團(03690.HK)  -1.550 (-1.894%)    Short selling $628.07M; Ratio 27.066%   、京東(09618.HK)  -1.700 (-1.453%)    Short selling $421.50M; Ratio 46.695%   及百度(09888.HK)  -2.400 (-1.909%)    Short selling $263.15M; Ratio 33.891%   跌1.5%至1.9%,此外,中國宏橋(01378.HK)  -1.700 (-4.852%)    Short selling $818.40M; Ratio 32.208%   擬溢價25.3%發行可換股債券籌集14.7億美元,全日股價跌4.9%。舜字(02382.HK)  -4.150 (-6.231%)    Short selling $322.79M; Ratio 39.335%   下滑6.2%。

【寧德配股挫 藥明康德強】

「寧王」寧德時代(03750.HK)  -46.500 (-6.884%)    Short selling $4.34B; Ratio 49.427%   全日股價下挫6.9%報629元,成交額93.21億元。寧德時代公布,配售6,238.5萬股新H股,佔擴大後H股約28.58%及已發行股份約1.36%,每股作價628.2元,較昨日(27日)收市價675.5元折讓約7%,配售事項淨集資約391.1億元,擬用於全球新能源項目建設和零碳業務佈局、研發投入、補充日常營運資金及其他一般企業用途,以加速實施全球化零碳戰略並支撐長期可持續發展。里昂發表研究報告指,寧德時代落實配股有助消除市場對公司配股時間不確定性的憂慮,最終預料股份分薄少於2%,預期市場將反應正面。該行重申對寧德時代的「高確信跑贏大市」評級,維持目標價820元。

藥明康德(02359.HK)  +17.100 (+13.571%)    Short selling $430.80M; Ratio 14.925%   公布首季業績後,全日股價彈高13.6%報143.1元,為升幅最大藍籌股,成交額30.17億元。高盛發表報告指出,藥明康德今年首季業績表現強勁,收入及盈利均遠高於該行及市場預期。期內,收入年增28.8%至124.4億元人民幣,其中持續經營業務收入年增39.4%,主要由化學業務及測試業務分別年增43.7%及27.4%所帶動。該行予藥明康德H股目標價149.7港元,予「買入」評級,列入確信名單。

【跌股千三隻 曦智受熱捧】

港股今日市寬轉弱,主板股票的升跌比率為18比33(上日22比28),下跌股份1,383隻(跌幅2.7%);恒指成份股今日28隻股份上升,下跌股份61隻,升跌比率31比68(上日40比59);大市今日錄沽空487.88億元,佔可沽空股份成交額2,061.25億元的23.669%。

光電混合算力供應商曦智科技-P(01879.HK)  +702.800 (+383.624%)   今日首日掛牌,開報880元較上市價183.2元高380.3%;最高/低分別見996/807元,全日收886元,較上市價183.2元,高383.6%,全日成交額78.72億元。不計手續費,每手15股,賬面賺10,542元。

曦智科技於本港公開發售接獲5,784.70倍認購,一手(15股)中籤率6%,認購3萬股穩獲一手;按回補機制,公開發售股份已增至206.92萬股,佔發售總數20%。國際發售錄得53.83倍認購。最終發售價183.2元,上限定價,集資淨額23.77億元。而Alibaba Investment、GIC、Baillie Gifford、BlackRock、淡馬錫、聯想、中興通訊(香港)及景林等20名基石投資者合共認購。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-28 16:25.)

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