《即日市评》恒指「四连扬」 美团势如破竹 金沙升近半成
港股今日反覆造好。市场对美国重启经济的进展态度乐观，人力资源顾问ADP报告显示，美国5月私人市场职位减少276万个，大幅少过市场预期，美股道指昨晚升2.1%，纳指涨0.8%距历史高位仅1.4%；而美国运输部公布本月16日起禁止中国客机前往，执笔之时美股道指期货跌57点或0.2%，美汇指数回升至97.6320，上证综指跌0.14%收2,919，沪深两市成交额共6,506亿人民币。
恒指今早高开318点後回落，曾倒跌121点一度低见24,204点，其後窄幅争持，全日上升40点或0.2%，收24,366点，连升四日(累涨1,404点或6.1%)；国指升0.4点或不足0.1%，报9,967点。大市全日成交总额1,254.11亿元，沪、深港通南下交易录得净流入金额分别为2.6亿及14.37亿元人民币。
【恒指四连升 美团续闯高】
外电引述消息指，网易(09999.HK)国际配售亚洲投资者截止认购时间为今日(4日)下午四时，欧美地区会提早截止认购，而目前国际及香港发售部分均已超额认购。科网股造好，阿里巴巴(09988.HK)股价走高0.7%收211元，腾讯(00700.HK)股价涨0.6%收435元。美团点评(03690.HK)股价破顶上扬5.7%收164.2元，市值升至近9,568亿元，进一步逼近一万亿水平，该股自5月以来至今股价已累升60.4元或58%。
大华继显发表报告，首予美团「买入」评级，目标价175元，此相当2021年预测市盈率42倍，料其2021年至2024年盈利复合增长率约35%。该行指，美团点评属内地大型内需市场服务商，在相关行业领域包括外卖、到店及相关线上服务具领导地位，公司线上外卖市场份额达65%，内地线上酒店订房量市占率35%；而该行喜爱美团点评在行业中领导地位。
【市宽见转弱 赌股逆市扬】
港股今日市宽见转弱，主板股票的升跌比率为21比22(上日28为比17)，恒指成份股今日21只股份上升，下跌股份26只，升跌比率为42比52(上日为80比12)；大市今日录沽空182.8亿元，占可沽空股份成交1,037.2亿元的17.627%(上日16.094%)。
澳门特首本周二与广东省委书记会面，推动两地便利通关安排，市场憧憬当局未来或放松对澳门旅游限制，据《澳门日报》报道，被问澳门与内地会否先行通关，澳门山顶医院医务主任罗奕龙称澳门政府分别与不同政府沟通商讨，并不必然要与香港同步通关，指任何可能性均有。濠赌股有支持，金沙中国(01928.HK)及银娱(00027.HK)股价各抢高4.9%及2.4%，永利澳门(01128.HK)弹高5.8%，新濠国际(00200.HK)涨5.6%。
摩根大通研究报告指，澳门博彩业的前景仍有不确定性，旅客及赌彩收入现时维持疫弱，因此会在未来数季监察复苏的进程。该行认为，从基本面上金沙中国於行业逆境下，在澳门博彩业综合体中处於最好位置。相比其他濠赌股，其下行风险似乎已经反映在价格之中。(wl/u)
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