《即日市评》忧美经济前景 汇控受压 网易「登港」有支持
恒指昨天微跌，连升「断缆」後，今日持续向下。美国联储局宣布维持利率不变，预料未来两年都不会加息，承诺使用所有工具来支持美国经济，继续以现时速度增持美国国债及机构抵押贷款支持证券(MBS)，步伐相当於每月800亿美元及400亿美元，以维持市场平稳。联储局同时预测美国今年经济收缩6.5%，今年年底失业率将达到9.3%，市场担心美国经济或难「v」型反弹；执笔之时美股道指期货跌614点或2.3%，美汇指数升至96.1260。上证综指下滑0.8%收2,920，沪深两市成交额共7,210亿人民币。
恒指低开51点後，初段曾倒升9点见25,059点，惟在道指期货急挫拖累下，恒指午後跌幅扩大，以全日最低位收报24,480点，大跌569点或2.3%；国指跌198点或2%，收9,944点。大市全日成交总额1,424.31亿元，沪、深港通南下交易全日录得净流入金额分别为3.33亿及10.97亿元人民币。
金融股走弱，汇控(00005.HK)股价下滑4.8%收37.85元，恒生(00011.HK)跌3.9%，渣打(02888.HK)跌4.4%，而友邦(01299.HK)走低2.9%。美国国务卿蓬佩奥近日批评汇控表态支持北京在香港推行「港区国安法」，指做法过分依赖中国及将得不到好处，而国家外交部发言人华春莹则回应指美方应停止挑拨离间及煽风点火。
【汇控股价挫 网易有支持】
美国大型科网股造好带动部分本港科技股逆市升，网易(09999.HK)今早首挂，开市升8.1%，全日报130元，较招股定价123元升近5.7%，涉资72.28亿元，不计手续费，每手100股，账面赚700元。方正证券近日发表报告首予网易「推荐」评级，予港股目标价177.27元，指网易手游有三大驱动力，第一是端转手、第二是重磅IP横向衍生多款产品及第三是新IP不断产出。
但法巴发表研究报告指，网易以每股123港元在港上市，以每份美股预托证券(ADR)相等於25股港股计，估值属较昂贵。该行指，网易於2014至2015年涉足电商业务，虽然有助业务多元化，但投资者亦会担忧行业竞争激烈。该行将网易的每份ADS公允估值由330美元提高至344美元，即每股普通股合理估值为107港元，评级「减持」。
【跌股千二只 美团逆市扬】
港股今日市宽转弱，主板股票的升跌比率为12比32(上日21为比22)，下跌股份1,224只(跌幅2.8%)，恒指成份股今日全线下跌；大市今日录沽空203.47亿元，占可沽空股份成交1,176.29亿元的17.298%(上日18%)。
美团点评(03690.HK)今日逆市上扬3.4%收165元。高盛发表报告，对美团目标价由133元调高至191元，认为至2022年增长可见性增，评级「买入」，料公司至2025年食品送递业务可占中国整体食品消费市场15%(2019年为6%)，预期届时行业日均订单超过1.14亿宗。
中银国际发表报告，对美团点评目标价由106元上调至183元，相当预测今明两年非通用会计准则市盈率各225倍及87倍，重申「买入」投资评级，料公司可受惠於内地短线旅游需求复苏，相信暑假期间，原先长线游会转变成内地短线游，公司旗下到店、酒店及旅游业务产品受益，并估计公司於第三季及第四季业绩会录得明显复苏。
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