《即日市评》恒指於两万五争持 内险股俏 国寿涨逾8%
港股今日缺乏方向，恒指於两万五关争持。美股道指上周五跌逾0.2%，纳指涨0.3%，国际货币基金组织料受新型肺炎疫情影响，预测今年美国经济将收缩6.6%，执笔之时美股道指期货跌143点或0.5%，美汇指数跌至95.9270。中银保监提高保险公司权益类资产配置比例，上证重上3,300点水平，上证综指升3.1%收3,314点，深成升2.6%，沪深两市成交额共1.19万亿人民币。
本港最新失业率升至6.2%录逾十五年高，港股今日发展不一。恒指低开69点後，跌幅曾扩大至323点曾低见24,766点，中午前倒升132点，尾市再度偏软，全日跌31点或0.1%，收25,057点；国指升91点或0.9%，收10,295点。大市全日成交总额1,356.18亿元，沪、深港通南下交易录得净流入金额分别为34.55亿及25.32亿元人民币。
恒指公司下周一推恒生科技指数，科网股普遍偏好，腾讯(00700.HK)及网易(09999.HK)股价各涨0.3%及0.6%，美团点评(03690.HK)股价走低1.4%，而阿里巴巴(09988.HK)及京东(09618.HK)股价分别升0.3%及0.5%，而小米(01810.HK)扬2.1%。
【A股有支持 内险股弹高】
A股有支持，中资保险及券商股向上，国寿(02628.HK)股价弹上8.3%收19.52元，太保(02601.HK)及中国太平(00966.HK)股价分别走高3.9%及5.2%，而人保集团(01339.HK)股价扬3.5%；中信证券(06030.HK)股价涨6.9%。
就中银保监表示，将会於一年内整改违规的四间保险司及两间信托公司，瑞信发表研究报告，相信对接管有关整改公司的中国太保、新华保险、国寿及人保集团影响不大，因相信不会与问题公司整合业务，另外处理相关问题公司亦有助改善行业环境。另外中银保监亦发出通知，容许部份险企提升权益类投资占比上限，由30%升至35%，相信有助提升A股市场气氛，惟相信险企不会即时提升相关比率至上限。
【升股一千只 收租股受压】
港股今日市宽向好，主板股票的升跌比率为26比19(上日为27比16)，上升股份1,000只(升幅3.3%)，恒指成份股今日16只股份上升，下跌股份31只，升跌比率为32比62(上日为46比48)。大市今日录沽空165.29亿元，占可沽空股份成交1,088.2亿元的15.19%(上日16.824%)。
本港新冠疫情蔓延，港府提出收紧多项防疫措施，包括强制戴口罩范围由公共交通工具扩至「室内公共场所」。九龙仓置业(01997.HK)股价挫5.9%，希慎(00014.HK)及新地(00016.HK)股价下滑4.7及1.3%，而大家乐(00341.HK)股价跌2.8%。摩根士丹利发表报告表示，近日本港本地新型肺炎确诊个案创新高，港府延长社交距离措施，该行发现核心购物区人流少於5至6月份，惟多过3月份，与4月份水平相若，更相信人流下跌的趋势会於未来几周内持续。
该行预期，本地确诊持续增加会对消费者及第三季零售复苏带来负面作用，尤其是以耐用消费品为主的商场不利，而以必需品消费为主的商场有超市及街市生意带来支持。(wl/a)
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