《即日市评》腾讯中移领航 恒指倒升 平安好医生闯高
港股今日先跌後回升。美股昨晚道指下滑631点或2.7%，美参议院亦通过近5,000亿美元方案救助小型企业及医疗机构，而美国总统特朗普下令能源部长及财长努钦制定计划，为陷入财困的美国石油及天然气行业提供资金，执笔之时美股道指期货升逾200点或近1%，美汇指数稍回至100.066。据《彭博通讯社》引述知情人士称，中国考虑5月23至30日作为可能召开全国人大会议的时间，市场关注当局会否公布全年经济增长目标。上证综指升0.6%收2,843，沪深两市成交额共6,060亿人民币。
本港时间今日清晨再触发强方兑换保证，金管局再度於市场买入美元、并沽出27.9亿港元，连同昨日下午合共卖出43.4亿港元。恒指今早低开253点，早段跌幅曾扩大至310点曾低见23,483点，其後跌幅收窄，午市随道指期货造好倒升。全日升99点或0.4%，收23,893点；国指升55点或0.6%，收9,670点。大市全日成交总额970.58亿元，沪、深港通南下交易录得净流入金额分别为8.47亿及19.38亿元人民币。
【腾讯中移动 齐领航大市】
腾讯(00700.HK)及中移动(00941.HK)午後发力，腾讯股价升2.2%收409.4元，中移动股价抽高2.7%收61.45元，两股为大市贡献共89点升幅。中金发表报告表示中移动首季业绩符预期，疫情背景下，核心业务仍稳健增长，该行预计全年移动用户ARPU降幅将放缓，主要考虑5G用户稳步增长，有望贡献较高的ARPU。公司2020年首季度，新增5G用户3,172万，环比增长2,917万，预计全年公司新增5G用户将超过7,000万。
该行预计5G相关维护成本将进一步增加，尤其在2020年下半年，主要考虑运营商加速5G网络铺设。不过，中移动优化了折旧及摊销政策，预计将有助於减轻成本压力，该行预计中移动2020年至2021年公司净利润将维持稳定，进而有望维持稳定的分红，维持对其「跑赢行业」评级及目标价65元。
【平安好医生 股价再破顶】
港股今日市宽转改善，主板股票的升跌比率为22比21(上日8比37)，恒指成份股26只上升，20只股份下跌，升跌比率为52比40(上日2比98)。
互联网医疗股受捧，阿里健康(00241.HK)涨10.9%，平安好医生(01833.HK)股价破顶升7.2%收114.7元。大和发表报告表示，昨日为平安好医生举行进行非交易路，投资者关注公司未来在线上医疗市场的潜力及其「好医生」未来定位、第二是国家药品报销清单(NDRL)报销情况及未来前景，第三是「好医生」在私人医生领域模式下的自然增长及保险合作模式。
大和表示，维持对平安好医生业务发展模式的观点，其拥两大增长策略，第一是「私人医生」领域模式及保险合作模式，第二是国家药品报销清单(NDRL)报销长远进展，维持对公司旗下「好医生」业务可於2021年收支平衡的预测，予平安好医生「跑赢大市」评级。
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