《即日市评》京东今起招股 恒指两万五关遇阻 内银造淡
受内银股造淡拖累，港股今日个别发展。美国上周五公布5月非农业职位增加250.9万个，市场原料减少800万个，表现优於市场预期，美国5月失业率回落至13.3%；美国总统特朗普表示，受新型肺炎影响的美国济正在复苏，相信至明年可回复所有因肺炎而流失的工作职位，执笔之时美股道指期货升98点或0.4%，美汇指数回升至96.8350。内地5月按美元计出口降3.3%胜预期、进口下降16.7%，差过市场原预期跌7.9%，上证综指升0.2%收2,937，沪两两市成交额共6,843亿人民币。
京东(09618.HK)今日(8日)起至本周四公开招股，料集资逾300亿元。恒指今日反覆偏好，大市高开247点，但未能企稳两万五关，午後更曾倒跌91点一度低见24,678点，全日升6点或不足0.1%，收24,776点，连升六日(累涨1,815点或7.9%)；国指倒跌57点或0.6%，收10,008点。大市全日成交总额1,292.93亿元，沪、深港通南下交易录得净流入金额分别为2.23亿及13.53亿元人民币。港银股有支持，恒生银行(00011.HK)涨3.4%。
【港股走个别 内银股造淡】
内银股偏软，建行(00939.HK)走低1.5%收6.29元，工行(01398.HK)跌1.3%，农行(01288.HK)下滑2.5%收3.15元。高盛发表报告表示，就人民银行等五部门早前发布《关於进一步对中小微企业贷款实施阶段性延期还本付息的通知》，旨在强化稳企业保就业支持政策，缓解企业尤其是中小微企业年内还本付息资金压力，该行认为此可缓和市场对内银的流动性忧虑，但无论如何，一旦银行参与相关贷款较高增长计划，其资本充足或会被摊薄。
高盛评估了各内银旗下中小企业贷款，估计相关贷款去年覆盖约4.4万亿人民币，占总体市场份额38%，该行料重农行(03618.HK)、邮储银行(01658.HK)及招行(03968.HK)旗下中小企贷款占比较高，但工行(01398.HK)及交行(03328.HK)占比较低。该行料建行去年旗下中小企贷款9,630亿人民币，在总体贷款占比6.4%、市场份额为8.3%；并估计农行去年旗下中小企贷款5,920亿人民币，在总体贷款占比4.4%、市场份额为5.1%
【市宽略转弱 油服股抽上】
港股今日市宽略转弱，主板股票的升跌比率为24比21(上日32为比14)，恒指成份股今日25只股份上升，下跌股份23只，升跌比率为50比46(上日为94比6)；大市今日录沽空167.8亿元，占可沽空股份成交1,086.4亿元的15.45%(上日13.68%)
中资石油股有支持，中海油(00883.HK)股价扬2.1%收9.53元，中海油服(02883.HK)股价走高8.8%收8.32元。就OPEC+(油组与夥伴国)会议声明，OPEC+国家同意将日均970万桶的原油减产规模延长一个月至7月底，中金发表报告表示，对於国内完全成本最低的中海油来说，该行预计当前油价已经接近其盈亏平衡线，并且中海油仍然有实现2025年产量目标的要求。因此，对於中海油服而言，随着中海油今年的资本开支下调和新的更低的作业费率4月份已经开始落地，该行认为中海油服下行风险均已经释放，建议投资者关注中海油服。(wl/u)
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