《即日市评》A股领港股向上 中资券商股强势
A股午後升幅扩大，港股今日先跌後回升。市场续观望美国国会就新一轮刺激经济措施的磋商，同时多家企业季度业绩令市场失望，美股道指昨晚跌0.8%，纳指走低1.3%，而美联储局延长多项贷款工具期限三个月，执笔之时美汇指数跌至93.4300，美股道指期货最新升42点或0.2%，美股纳指期货最新升54点或0.5%。内地生物医药、疫苗、半导体券商等股份升幅较大，上证综指升2.1%收3,294，内地创业板指数涨3.8%，沪深两市成交额共1.05万亿人民币。
港股随内地股市反覆上升。恒指今早低开62点後，早段曾跌101点一度低见24,671点，其後曾倒升132点，最终全日升110点或0.5%，收24,883点；国指升32点或0.3%，收10,184点；恒生科技指数升72点或1%，报7,085点。大市成交总额缩减至1,044.48亿元，沪、深港通南下资金录得净流入分别为24.82亿及22.85亿元人民币。
芯片股弹高，中芯(00981.HK)抢升8.7%收28.6元，华虹半导体(01347.HK)扬13.3%；部份医药股抽上，康希诺生物(06185.HK)抢升11.8%收246元。汇控(00005.HK)股价回升2.7%收35.75元。
【芯片股抽上 券商股走强】
A股午後升幅扩大，中资券商股造高，中信证券(06030.HK)及海通证券(06837.HK)股价各升4.3%及4.4%，中金公司(03908.HK)及招商证券(06099.HK)股价分别涨3.7%及3.6%，而光大证券(06178.HK)及中信建投证券(06066.HK)各抢上9.4%及8.3%。
建银国际发表报告表示，虽然中美两国关系紧张，会令中资券商股价构成波动的因素，但相信中国中期资本市场活动会持续复苏重，并受益於内地新经济申喜爱具质素的中资券商股，包括中信证券及海通证券。该行料中资券商股可受惠於享有合理的利润，并目前日均成交量仍呈水平之上的趋势。
【沽空率下降 广汽受追捧】
港股今日市宽向好，主板股票的升跌比率为26比18(上日为27比16)，恒指成份股今日34只股份上升，下跌股份14只，升跌比率为68比28(上日为58比40)；大市日录沽空128.37亿元，占可沽空股份成820.28亿元的15.649%(上日为17.5%)。
广汽集团(02238.HK)股价上扬7.4%收7元。瑞信发表报告指，广汽日前在2020年广汽科技日上展示多项新技术，包括车内智能连接生态系统、全球平台模块化架构、纯电动车专属平台GEP，及续航力达1,000公里的新电池技术等，预期新技术可显着提高其新能源汽车的竞争力。
瑞信预计广汽可借助新技术将可大大提高广汽传祺本地品牌产品的竞争力，刺激销量及利润率增长，同时带动广汽新能源汽车的销量和自动驾驶能力，料可超越内地其他电动车企，重申对其「跑赢大市」评级，并维持目标价10元不变。
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