《即日市评》港股回勇 内银内房股齐扬 吉利弹半成
港股今日随外围回升。美企季绩理想，美股道指昨晚升0.6%，并以接近全日高位收市，纳指及标普500指数创收市新高，美国贸易代表办公室(USTR)发出通知，将中国和印度等剔出发展中国家名单，执笔之时美汇指数处98.8660。人行货币政策委员会委员马骏透露可考虑适当降低央行基准存款利率，而内地多省陆续复工，上证综指升0.4%收2,901，沪深两市成交额共7,860.3亿人民币。
恒指高开272点後上升，曾升433点一度高见27,674点，全日升342点或1.3%，收27,583点；国指升154点或1.4%，报10,808点。大市全日成交总额1,110.15亿元。沪、深港通南下交易录得净流入金额分别为33.04亿及15.62亿元人民币。
腾讯(00700.HK)及美团(03690.HK)股价各上扬2.1%及3.5%。阿里巴巴(09988.HK)全日股价偏软0.2%收212.2元，外电引述消息指阿里巴巴暂被拒於港股通之外，消息指，把第二上市及同股不同权股份排除於股市互联互通安排，为沪港通及深港通安排的一部分。
【吉利弹半成 憧并沃尔沃】
吉利汽车(00175.HK)今日股价抽上5.7%收14.48元，成升幅最大蓝筹股。就吉利正在与沃尔沃汽车的管理层进行初步讨论，以探讨通过两家公司的业务合并进行重组的可能性，合并後的业务拟於香港及斯德哥尔摩上市，瑞信发表报告上调对吉利投资评级，由原来「中性」升至「跑赢大市」，目标价由15.3元上调至18元。
瑞信估计，市场对吉利与沃尔沃汽车进行合并的反应正面，因吉利未来可与沃尔沃共享更多的技术，吉利品牌领跑在内地的同业、合并可潜在减省成本、合并後在瑞典发新股挂牌上市有助改善公司现金流。
【升股一千只 内银内房扬】
港股今日市宽向好，主板股票的升跌比率为28比17(上日为16比26)，上升股份1,029只(涨幅3.1%)，恒指成份股今日42只股份上升，股份下跌7只股份，升跌比率为84比14(上日为24比74)；大市今日录沽空164.3亿元，占可沽空股份888.85亿元的18.485%(上日为19.906%)。
市场憧内地未来「放水」支持经济，内银及内房股有支持，建行(00939.HK)及工行(01398.HK)股价各上扬2.4%及2%；融创中国(01918.HK)弹高5.6%，世房(00813.HK)上扬4.2%。物业管理股受捧，雅生活(03319.HK)、中海物业(02669.HK)及彩生活(01778.HK)各升7%至7.3%。
汇丰研究发表报告表示，由於新型冠状病毒疫情对内地经济打来打击，加上地方政府财政对土地销售的高度依赖，认为房地产政策或将放宽，更预计最快於今年3月开始放宽政策以缓解当地政府的财政压力。该行指，放宽需求方相关的措施，例如限购及降低首付要求等，是更有意义的政策措施，对市场有直接正面刺激作用。该行指，维持对内房行业的建设性看法。
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