《即日市评》疫情恶化港股受压 恒生科技指数首日跌 金股扬
本港新冠疫情蔓延，港府宣布周三起所有食肆全日禁止堂食、限聚令收紧至两人及公众地方须戴口罩，港股今日向下。投资者担心中美紧张关系升级，美股道指上周五跌0.7%，纳指跌0.9%；避险货币日圆汇价上升，日圆兑美元升至逾4个月高位，一度高见至105.38，执笔之时美汇指数跌至94.0140，美股道指期货最新升61点或0.2%。内地6月规模以上工业企业利润按年增11.5%，上证综指反覆升0.3%收3,205，沪深两市成交额共9,271亿人民币。
港股先升後跌。恒指高开204点後，中午收市前转跌，一度低见24,526点，全日跌102点或0.4%，收24,603点；国指跌5点或0.05%，收10,075点；恒生科技指数跌87点或1.3%，报6,774点。大市全日成交总额1,256.77亿元，沪、深港通南下交易录得净流入金额分别为1.18亿及30.67亿元人民币。
港府收紧限聚令及禁止食肆堂食，餐饮股大家乐(00341.HK)升0.4%，大快活(00052.HK)及翠华(01314.HK)各跌1.1%及3.4%。网购股香港电视(01137.HK)涨11%。经营连锁超市的CEC国际(00759.HK)升16.7%，日清食品(01475.HK)亦涨10%。
【科技股走疲 金矿股受捧】
恒生科技指数今日登场，指数呈先升後回。科技股普遍下滑，腾讯(00700.HK)全日走低1.5%收520元，美团点评(03690.HK)股价跌3%，中芯(00981.HK)走低3.1%，而小米(01810.HK)股价造淡3%。
中美关系紧张，牵涉孟晚舟引渡案的汇控(00005.HK)股价跌1.8%，单股拖低恒指41点。
避险情绪升温，金矿股受捧，山东黄金(01787.HK)及紫金(02899.HK)股价各逆市抢高12.4%及6.8%，招金矿业(01818.HK)股价涨9.4%，中国黄金国际(02099.HK)股价升8.1%。瑞信发表报告指出，在宽松的货币政策及地缘政治冲突下，金价达到每盎司1,900美元。随着疫情在全球传播，人们开始担心经济增长放缓，而中美之间的紧张局势亦带来了不确定性。在宽松的货币政策，尤其是美国零利率的环境中，预期金价会继续见支持。
瑞信表示，由於纯金矿股对於金价的敏感度较高，相信相关股份会在金价大升时受惠最多。由於需求强劲回升导致铜价上升，这亦会令金铜矿商受益。
【跌股一千只 中建材造好】
港股今日市宽续弱，主板股票的升跌比率为17比27(上日为7比40)，下跌股份1,039只(跌幅2.8%)，恒指成份股今日19只股份上升，下跌股份29只，升跌比率为38比58(上日为10比86)；大市日录沽空155.69亿元，占可沽空股份成964.85亿元的16.136%(上日为15.927%)。
中国建材(03323.HK)今日股价逆市上扬10.1%收10.02元。花旗发表报告指，中国建材公布与附属天山水泥(000877.SZ)签订合作意向，集团计划向对方注入水泥业务资产。重组後，中国建材将继续为天山水泥的控股股东，而是次公布意味集团开始自2017年合并以来令市场期待已久的资产重组。该行表示，与中材合并後，中国建材承诺在三年内解决同集团下的行业竞争问题，是次公布的计划，表明集团将每个业务板块选择一个上市平台。(wl/u)
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