《即日市评》科技及金融股领涨 汇控倒升 美团闯高
受金融及科技股带动，恒指今日回升，但收市未能企稳两万五关。美国7月制造业采购经理指数指数升至54.2高於市场预期，美股道指昨晚升0.9%，纳指破顶升1.5%创收市高，执笔之时美汇指数跌至93.3790，美股道指期货最新跌42点或0.2%，美股纳指期货最新跌43点或0.4%。人行会议表示货币政策要精准导向，积极推进法定数字货币研发，A股今日走个别，上证综指升0.1%收3,371，深证成指跌0.8%，内地创业板指数跌1.3%，沪深两市成交额共1.37万亿人民币。
恒指今早高开206点後，升幅一度收窄至81点低见24,539点，午後大市曾抽高至604点一度见25,062点，最终全日升488点或2%，收24,946点；国指升170点或1.7%，收10,203点；恒生科技指数升144点或2%，收7,436点。大市全日成交总额1,459.78亿元，沪、深港通南下交易录得净流入金额分别为12.11亿及34亿元人民币。友邦(01299.HK)股价扬4.1%，汇控(00005.HK)盘中曾低见32.1元创新低，最终全日倒升0.7%收33.65元。九仓置业(01997.HK)亦抽上7.5%。
【科技股领航 美团呈强势】
科技股领航大市，腾讯(00700.HK)及阿里巴巴(09988.HK)股价各升2%及3.3%，而美团点评(03690.HK)全日股价破顶抢升8.7%收218元，市值升至1.28万亿元。海通国际发表报告指，根据多个新闻消息，美团点评透过在主要城市推出补贴，开始新一轮叫车服务吸客计划。据「36kr.com」表示，用户在美团平台下的每个叫车订单，都可享20%至30%的折扣。该行又注意到，美团亦在应用程式首页为用户显示高达20元人民币的折扣广告。
海通国际认为，与阿里巴巴、高德及滴滴出行等中国其他叫车平台相比，美团更聚焦於对价格更为敏感的经济用户，而此可能会对较高档的叫车市场产生更大影响。该行维持美团股份「跑赢大市」评级，目标价看181.2元。
【沽空率下降 内险内银扬】
港股今日市宽改善，主板股票的升跌比率为27比17(上日为22比21)，上升股份1,039只(升幅3%)，恒指成份股今日44只股份上升，下跌股份仅4只，升跌比率为88比8(上日为26比72)；大市日录沽空170.16亿元，占可沽空股份成1,185.65亿元的14.352%(上日为16.184%)。
中资金融股造好，中国平安(02318.HK)及国寿(02628.HK)股价分别抢高2%及4.5%，建行(00939.HK)及招行(03968.HK)股价各上扬2.6%及4.4%。大和发表报告指，内银贷款质素恶化的情况将自6月起有所舒缓，相信不良贷款率将於今年下半年见顶。该行相信，未来与贷款质素相关的不明朗因素包括工业利润反弹的情况可否持续，中小企贷款状况透明度低，及在监管下对不良贷款分类的更新等。该行提到内地信用卡消费质素和消费类贷款自4月起迅速反弹。该行认为，於有关情况下，专注零售业务的银行於下半年将面对较小资产质素压力。
大和预计今年第二季内地商业银行拨备前盈利按年增长5%，惟相信信贷损将按年增15%，经抵销後料次季盈利按年倒退2%，上半年计则按年增长2%。该行偏好招行及建行，主要由於其资产质素稳健及有良好能力进行风险管理。(wl/a)
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