《即日市评》恒指回吐 港交所绩後弱 李小加明年将约满离任
恒指连升两日(累涨523点或2.2%)後，今日回吐。市场关注中美关系发展，美国总统特朗普表示，将於一至两个星期内汇报中国是否正在履行1月份所签署的首阶段贸易协议，正在密切关注中国有否会履行增加购买美国商品的承诺，指中国有可能亦有可能不会履行首阶段贸易协议；执笔之时美股道指期货升逾200点或1%，美汇指数升至100.11。市传内地不设今年GDP增长目标，中国4月美元计出口按年升3.5%(市场原预期跌11%)、4月美元计进口按年跌14.2%(市场原预期跌10%)，而4月财新中国服务业PMI小幅回升至44.4逊预期，惟下行速度减慢，上证综指跌0.2%收2,871，沪深两市成交额共6,672亿人民币。
港股今日偏软。恒指低开16点後向下，最多跌223点一度低见23,913点，其後表现反覆，尾市跌幅略收窄，最终跌156点或0.7%，收23,980点；国指跌43点或0.4%，收9,764点。大市成交总额865.5亿元，沪、深港通南下交易录得净流入金额分别为3.84亿及19.58亿元人民币。
【港交所下跌 季绩逊预期】
港交所(00388.HK)股价反覆跌2.8%收246.4元，公司公布行政总裁李小加任期於明年10月底届满时将不再重续合约；港交所亦公布首季纯利按年倒退13.3%至22.62亿元，早前本网综合2间券商预测为增长3.2%至7.2%。基本每股盈利1.8元，季内收入及其他收益按年倒退6.5%至40.09亿元，期内录投资亏损4,700万元，去年同期则录得8.82亿元投资收益。
摩根大通发表报告指，港交所首季纯利低於该行预测19%，主要由於季内录得4,700万元投资亏损，税率亦较高，而非投资类收入则按年增长19%，主要由日均成交按年增长20%所支持，并符合市场预期。该行指，港交所股价自3月以来已反弹19%，幅度高於恒指的11%。季绩表现或令股价短期内未能跑赢市场，并相信将受压。
【市宽呈转弱 长建股价软】
港股今日市宽转弱，主板股票的升跌比率为18比22(上日28比16)，恒指成份股7只股份上升，41只股份下跌，升跌比率为14比82(上日86比10)。大市今日录沽空121.38亿元，占可沽空股份成交684.97亿元的17.721%(上日14.54%)。
长江基建(01038.HK)股价走低2%收45.3元，电能(00006.HK)股价下滑1.8%。电能及长建分别公告，英国政府建议自今年4月起适用的企业税税率将维持在19%，而非先前所颁布低降低至17%。倘已颁布或实质上颁布税率及税法，相关公司的递延税项余额需按预期适用的税率重新计算。因此，电能及长建预计於6月止六个月财务报表中摊占联营及合营业绩分别录得8亿元及14亿元之一次性不利影响。预计期间溢利将较2019年同期大幅下滑。
汇丰研究发表报告指，应英国的制度，公用设备的税率是可以转嫁用户，因此对现金流影响轻微，虽然税率较预期高，但属非现金项目的影响，指上述股份的派息前景不会受有关事件影响。
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