《即日市评》忧油价及韩半岛风险 港股捱沽 濠赌股受压
美媒指朝鲜领导人金正恩健康出现问题，市场忧北亚地缘局势及纽约5月油价跌至负数，港股今日向下。美国总统特朗普称为对抗新冠疫情及保护美国国民就业，将暂停美国入境移民；据《CNN》直接引述美国官员报道，美国正在监测有关金正恩在手术後病危的的情报，但韩国青瓦台发言人称，就金正恩健康是否出现问题，目前无以提供的信息，截至目前尚未发现朝鲜内部有异常动静。5月纽约期油於亚洲交易时段再跌至负数，执笔之时美股道指期货跌逾100点或0.8%，美汇指数升至100.2530。上证综指跌0.9%收2,827，沪深两市成交额共6,493亿人民币。
惠誉降香港长期外币发行人违约评级评级至「AA-」，另外港汇曾触及7.75强方兑换保证逾4年来首次。恒指今早低开82点後跌幅扩大，曾跌653点一度低见23,676点，全日跌536点或2.2%，收23,793点，失守10天线(约24,136点)；国指跌209点或2.1%，收9,614点。大市全日成交总额1,107.96亿元，沪、深港通南下交易录得净流入金额分别为27.94亿及12.5亿元人民币。
【忧北亚局势 港股跌幅扩】
地缘政治敏感股份受压。航空股方面，东航(00670.HK) 跌2.6%，国航(00753.HK) 及南航(01055.HK) 各跌3.3%及3.6%，国泰航空(00293.HK)跌5.2%失守9元。韩国青瓦台高层官员表示，据其所知，金正恩与其亲信目前停留在地方城市，没有迹像显示他身体有恙。该官员说，朝鲜劳动党、军部和内阁均未出现进入紧急状态的迹像，金正恩看似仍在正常活动。
医药股中生制药(01177.HK)全日股价跌7.9%收10.94元，遭主要股东谢炳於今日(21日)计划配售2亿股予独立第三方，每股配售价为11.35元(较昨日收市价折让4.5%)，套现约22.7亿元，预期配售事项将於本月23日完成。
【跌股千三只 濠赌股受压】
港股今日市宽转弱，主板股票的升跌比率为8比37(上日20比21)，下跌股份1,374只(跌幅3%)，恒指成份股仅1只上升，49只股份下跌，升跌比率为2比98(上日34比66)；大市今日录沽空143.49亿元，占可沽空股份成交899.15亿元的15.958%(上日为17.566%)。
濠赌股捱沽，银娱(00027.HK)下滑3.7%，金沙中国(01928.HK)走低5.2%收30.1元，澳门行政长官贺一诚昨天(20日)发表上任後首份施政报告。对於疫情对博彩企业造成打击，会否考虑减免博彩税，他表示，目前未有打算因应疫情减免博彩税，认为疫情发生只有3个月，博彩企业有能力支撑过困难时期。
花旗指，澳门行政长官贺一诚在施政报告中未有提及重续赌牌的事宜，又表示今年将不会宣布有关牌照重新招标程序的详情，行业前景缺乏明确性，或令投资者失望。但花旗亦指出，在施政报告中有提及向中国政府要求恢复重发旅客出境个人签证，以及与广东省政府讨论放宽旅游签证政策的可能性等，对此抱正面看法。(wl/a)
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