《即日市评》失业率升至九年高 恒指造淡 平安好医生晋「红底股」
市场关注新冠疫情在全球形势发展，港股今日个别发展。美国新增新冠确诊个案数字放缓，据美国约翰霍普金斯大学统计，截至美国西岸时间午夜，美国新冠确诊个案近76万宗，较对上一天增加2.44万宗，而美国州长对特朗普呼吁重启经济意见分歧，执律之时美股道指期货下跌200或0.86%，美汇指数处99.8570。人行公布一年及五年贷款市场报价利率(LPR)分别降0.2及0.1厘均符预期；上海证券交易所表示，今日上午中证1000、沪深300、全指医药等部分跨市场指数出现异常，经应急处置，指数即时行情显示已於下午1时恢复正常。上证指数全日涨0.5%收2,852，深证成指升0.9%，沪深两市成交额共6,173亿人民币。
恒指高开123点後掉头向下，曾跌154点一度低见24,225点，全日跌49点或0.2%，收24,330点；国指升9点或0.1%，收9,824点。大市全日成交总额降至898.46亿元，沪、深港通南下交易录得净流入金额分别为20.84亿及15.18亿元人民币。汇控(00005.HK)全日股价逆市升1.4%收40.05元，花旗降汇控目标价至39.6元，料其今首季税前将少赚44%，但明年可派每股股息81美仙。国美(00493.HK)获拼多多购入可换股债，股价抽升16.4%收0.85元，成交额逾6亿元。
【失业率攀升 地产股造淡】
地产股偏软，新地(00016.HK)股价下滑2.9%收105.7元，恒基地产(00012.HK)、信置(00083.HK)、领展(00823.HK)及长实集团(01113.HK)各跌1.1%至1.5%。而利福(01212.HK)下滑3.2%，零售股莎莎(00178.HK)跌3%，大家乐(00341.HK)走低1.6%。
根据政府统计处今日收市後发表的最新劳动人口统计数字，经季节性调整的失业率，由2019年12月至2020年2月的3.7%上升至2020年1月至3月的4.2%(市场预期为4%)，录逾9年新高。就业不足率亦由2019年12月至2020年2月的1.5%上升至2020年1月至3月的2.1%。劳工及福利局局长罗致光指，劳工市场在短期内将继续面对疫情对经济冲击所带来的巨大压力。为确保经济活力及减轻市民的财政负担，港府已推出历来最大规模的纾缓措施。
【平安好医生 晋身「红底股」】
港股今日市宽转弱，主板股票的升跌比率为20比21(上日29比15)，恒指成份股17只上升，33只股份下跌，升跌比率为34比66(上日92比8)；大市今日录沽空126.98亿元，占可沽空股份成交722.92亿元的17.566%(上日为14.378%)。
中资航空股走高，国航(00753.HK)上扬2.1%，南航(01055.HK)及东航(00670.HK)各升2.9%及2.4%。澳洲传媒报道，南航、东航及国航正商讨收购陷入财困的澳洲维珍航空。不过，三大中资航空公司未有提出正式报价。另外亦有消息指，昆士兰州政府会给予维珍航空2亿澳元资助，条件是公司总部维持在布里斯本；而新南威尔士州政府亦传与维珍航空讨论，给予公司资助，但总部需要由布里斯本迁至悉尼。
网络医疗股续受捧，平安好医生(01833.HK)再升9%报104.6元，以收市价计晋身「红底股」，盘中见104.8元上市新高。阿里健康(00241.HK)升4.5%。中金近日发表报告指，4月10日国家发改委联合网信办印发关於推进「上云用数赋智」行动培育新经济发展实施方案的通知，强调实施数字经济战略。阿里健康作为全面布局「互联网+医疗健康」领域的龙头企业，在疫情防控中持续发挥积极作用，对公司评级维持「跑赢行业」，目标价18.3元。(wl/u)
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