《即日市评》恒指两日累涨千点 汇控重上40元关
市场憧全球新冠疫情见曙光，港股今日持续向上。美国总统特朗普称美国应对新冠病毒疫情见曙光，指疫苗研发正迅速进行，目前有10个不同企业正积极进行疫苗测试，部分或很成功；另美能源部长透露G20能源部长会议或於本周稍後举行，执笔之时美股道指期货急升600点或近3%、美汇指数跌至100.165。上证综指升2.1%收2,820，沪深两市成交额共7,321亿人民币。
恒指高开343点，其後升幅一度收窄至46点，午後道指期货及内地股市拉升，推动港股升幅再度扩大，全日升504点或2.1%，收24,253点，连升两日(累涨1,017点或4.4%)；国指升194点或2%，收9,846点。大市全日成交总额增至1,263.76亿元，沪、深港通南下交易全日录得净流入金额分别为10.97亿及8.11亿元人民币。
腾讯(00700.HK)及美团点评(03690.HK)股价各升1.6%及3.3%，汇控(00005.HK)涨3%重上40元关。银娱(00027.HK)股价再涨7.4%收46元。
【汇控返40元 水泥股抢高】
中资水泥股抽高，海螺水泥(00914.HK)及中国建材(03323.HK)股价涨5.1%及7.9%，华润水泥(01313.HK)股价升3.8%。中金发表报告指，内地水泥行业需求稳步恢复，当前旺季启动的节奏整体符合该行预期，4月初南方水泥市场需求基本恢复至8至9成，北方需求亦迅速恢复，近期多间长三角龙头拟发布熟料价格提涨通知，亦释放积极信号。如4月至5月天气条件良好，预期水泥涨价节奏有望逐步开启，赶工需求有望释放，支撑水泥企业弥补今年首季损失的销量。
中金称，长三角龙头企业主动上调价格显示低价熟料进入影响可控，彰显了区域龙头对下游需求恢复、熟料及水泥稳价的信心。同时，熟料价格上调有望对水泥成本端形成支撑，预期到4月中旬，随着水泥库容比逐步回落至正常水平，华东市场有望迎来第一轮提价。
【沽空率下滑 内需股受捧】
港股今日市宽向好，主板股票的升跌比率为33比13(上日27比17)，上升股份1,248只(升幅3.6%)，恒指成份股49只上升，1只股份下跌，升跌比率为98比2；大市今日录沽空158.08亿元，占可沽空股份成交1,029.42亿元的15.354%(上日为18.384%)。
内需股受追，安踏(02020.HK)及李宁(02331.HK)股价各走高9.9%及6.3%，万洲国际(000288.HK)亦抽高6%。摩根士丹利近日发表技术意见报告，相信安踏体育未来30天股价将上升，安踏体育经近期股价调整後，现估值仅相当於预测2021年市盈率15倍，料新冠疫情过後，公司会加强长远增长动力，领先品牌市场份额会提升。
花旗发表报告表示，内地消费股短期内受到新型肺炎疫情的打击，但预期今年下半年消费带动下，行业将恢复创新推动和高端化驱动的收入增长，当中首选蒙牛(02319.HK) 、润啤(00291.HK) 、滔搏(06110.HK) 、李宁及高鑫(06808.HK)。(wl/u)
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