《即日市评》恒指7月累升168点 汇控绩前失守35元关
港股今日先升後回。美股道指昨晚跌225点或0.9%，纳指则升0.4%，多间美国科技股业绩理想，但全球各地新冠疫情加剧再度引发投资者忧虑，执笔之时美汇指数跌至92.8590逾两年低位，道指期货最新升72点或0.3%，纳指期货最新升118点或1.1%。中国7月官方制造业PMI升至51.1(市场原预期50.8)、7月官方非制造业PMI降至54.2(市场预期54.5)，上证综指升0.7%收3,310，内地创业板指数升1.9%，沪深两市成交额共1.15万亿人民币。
恒指高开36点，早段曾升228点高见24,938点，其後倒跌175点见24,534点，午後反覆偏软，全日跌115点或0.5%，收24,595点；国指跌57点或0.6%，收10,039点；恒生科技指数升54点或0.8%，收7,155点。大市全日成交总额1,191.54亿元，沪、深港通南下交易录得净流入金额分别为14.95亿及23.21亿元人民币。渣打(02888.HK)公布中期业绩後持续受压，收跌3%报40.55元。
恒指本周累跌109点或0.4%、国指本周累跌40点或0.4%，市场忧本港新冠疫情蔓延及中美关系趋紧张，而恒生科技股指数本周首登场。恒指7月累升168点或0.7%，国指7月累升281点或2.9%。
【恒指反覆跌 手机股上扬】
受苹果季绩消息刺激，手机相关股逆市上扬，瑞声(02018.HK)升3.6%，为升幅最大蓝筹。瑞信发表报告指，IDC公布次季手机出货量按年跌17%，虽然按年跌幅较大，但符预期。惊喜包括iPhone出货量按年增11%(该行原预测跌23%)，主要受惠期内推出SE2机款，而华为亦受惠内地出货量按年增长10%，惟海外地区出货量则跌29%。
该行指出，IDC的数据未有细分5G手机出货量，而据工信部估算次季内地有49%出货量为5G手机，生产速度快过出货，故该行原先估算的29%渗透率似乎太低。
【沽空率回落 汇控股价弱】
港股今日市宽向好，主板股票的升跌比率为23比19(上日为20比22)，恒指成份股今日21只股份上升，下跌股份25只，升跌比率为42比50(上日为36比60)；大市日录沽空143.29亿元，占可沽空股份成926.49亿元的15.466%(上日为17.251%)。
金融股走软，友邦(01299.HK)股价跌1.1%；下周一将公布中期业绩的汇控(00005.HK)股价失守35元关，全日跌近2%收34.95元；恒生银行(00011.HK)跌1.6%。受新冠疫情蔓延全球影响经济活动，令信贷损失及其他信贷减值准备趋升，本网早前综合3间券商预测，汇控今年上半年列帐基准除税前利润介乎53.32亿美元至59.3亿美元，较去年同期124.07亿美元，减少52.2%至57%，中位数为53.53亿美元，按年减少56.9%。
综合3间券商预测，汇控今年上半年经调整除税前利润预测介乎54.05亿美元至62.43亿美元，较去年同期125.16亿美元，下跌50.1%至56.8%，中位数为55.66亿美元，按年减少55.5%。市场关注集团信贷减值及趋势、中美关系紧张令地缘地政风险增加、本港业务盈利前景面临众多不明朗因素，并留意管理层的业务重组计划、潜在出售欧美业务及最新营运指引。(wl/u)
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