《即日市评》期结日恒指倒跌 渣打绩後软 石药弹半成
今日期指结算日，港股呈先升後回。美联储局昨晚宣布维持利率不变，符合市场预期。联储局公开市场委员会承诺将动用一切可用工具来支持经济，并将利率维持在接近零的水平，直至经济从疫情中恢复过来，执笔之时美汇指数升至93.5980，美股道指期货最新跌221点或0.8%，美股纳指期货最新下滑116点或1.1%。上证综指3,300点得而复失，全日反覆跌0.2%收3,286，内地创业板指收下滑0.9%，沪深两市成交额共1.09万亿人民币。
恒指今早高开96点後，曾升314点一度高见25,197点，午後市况转弱，尾市曾跌267点见24,616点，最终全日跌172点或0.7%，收24,710点；国指跌87点或0.9%，收10,097点；恒生科技指数升15点或0.2%，收7,100点。大市全日成交总额1,283.71亿元，沪、深港通南下交易录得净流入金额分别为28.82亿及33.46亿元人民币。
科技股走个别，腾讯(00700.HK)及中芯(00981.HK)股价各走低1.2%及1.4%，但美团(03690.HK)则升1%。部份猪肉股受捧，中粮肉食(01610.HK)抽高15.8%。
【恒指呈倒跌 石药扬半成】
石药(01093.HK)全日股价抽上5.1%收16.06元，成升幅最大蓝筹股。中金发表报告指，石药是国内第一梯队的龙头制药企业之一，具备优秀的研发、生产和销售能力，加上公司存量业务稳定，而创新药研发管线价值逐渐提升，重申「跑赢行业」评级，上调除权後目标价5%至21元。该行料2020-2023年之间公司将有13个创新药和高端制剂上市，予石药当前创新药管线300亿元的估值，认为公司资金充足，且和国内外多个研发平台和机构合作，研发管线有望进一步丰富。
新世界发展(00017.HK)股价上扬2.9%收37.65元。美银证券发表报告，调高对新世界发展投资评级，由「中性」升至「买入」，目标价由42元上调至45元。该行称，即使在新冠疫情爆发的高峰期，本港住宅用家需求仍然巩固，公司将出大围站物业项目，料可从相关项目收取共370亿元现金，加上出售非核心资产，有能力支持其稳定派息及减低现金流的压力。
【沽空率上升 渣打绩後软】
港股今日市宽转弱，主板股票的升跌比率为20比22(上日为26比18)，恒指成份股今日18只股份上升，下跌股份30只，升跌比率为36比60(上日为68比28)；大市日录沽空174.73亿元，占可沽空股份成1,012.86亿元的17.251%(上日为15.649%)。
渣打(02888.HK)半年业绩稍胜预期，午後股价曾倒升3.6%，最终收市跌1.9%。渣打中午公布中期业绩，法定表现下除税前溢利按年倒退33%至16.27亿美元，稍高於本网早前综合4间券商预测之介乎11.11亿美元至16.26亿美元。法定表现下纯利按年倒退29%至10.48亿美元，每股盈利25.8美仙。集团展望，下半年，收入无论是按半年还是按全年比较均可能会有所下降。支出通常在下半年会较高，但渣打的目标继续是将今年的支出控制在100亿美元以下。
摩根士丹利发表报告表示，渣打今年第二季基本除税前溢利录7.33亿美元，指其第二季业绩优於市场预期，收入按年下跌4%，此高於预期约5%，及受惠成本因素，渣打第二季拨备前经营利润(PPoP)亦高於市场同业预期25%。大摩指，渣打管理层料今年下半年收入将较上半年及去年同期呈回落，此符合该行预期，而拨备支出前景仍存不明朗因素，但应低於上半年，维持对渣打「与大市同步」评级及目标价46元。
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