《即日市评》恒指两连升 港交所破顶 中芯弹半成
恒指今日随外围持续走高，收企两万五关之上。美国6月工厂订单上升6.2%高於市场预期，美股道指昨晚升0.6%，纳指再破顶升0.4%，市传中美本月15日举行高级别会谈讨论贸易协议执行情况，而中国驻美大使崔天凯称不希望见到中美紧张关系进一步升级；执笔之时美汇指数跌至93.1260，美股道指期货最新升136点或0.5%，美股纳指期货最新升30点或0.3%。中国7月财新服务业PMI降至54.1(市场原预期58)，上证综指升0.2%收3,377，内地创业板指数升近1%，沪深两市成交额共1.2万亿人民币。
恒指今早高开82点後，曾倒一度跌78点低见24,868点，中午曾辗转倒升220点一度高见25,167点，最终全日升155点或0.6%，收25,102点，连升两日(累涨644点或2.6%)；国指升52点或0.5%，收10,256点；恒生科技指数升110点或1.5%，收7,547点。大市全日成交总额1,228.07亿元，沪、深港通南下交易录得净流入金额分别为7.88亿及15.96亿元人民币。港交所(00388.HK)盘中曾高见387.6元新高，最终全日升2.4%收386元。科技股有支持，腾讯(00700.HK)股价上扬2%收561元。
【港交所破顶 中芯现强势】
半导体股受追捧，中芯国际(00981.HK)全日股价抢高4.9%收32元，成交额逾64亿元，踞全日最高成交额榜第二位，而华虹半导体(01347.HK)全日扬2.3%。花旗发表报告指，国务院昨日印发有关鼓励集成电路及软件行业高质量发展的政策通知，为本地企业提供了政策支持，包括在税务、资金支持、鼓励研发、进出口及保护专利等多方面。该行认为，是次出台的通知显示中国政府在促进国内半导体发展及本土化的承诺坚定，相信内地的半导体设备商将可受益，有助提升市场占有率。
瑞穗发表报告表示，对中芯14纳米及10纳米以下节点业务持保守看法，但同时看好8寸及12寸晶圆成熟技术节点(28纳米及以上)的增长，将评级由「跑输大市」升至「买入」。该行预期，面对未来5G智能手机和AIoT设备的强劲需求，中芯计划加大产能，增长潜力尚未完全体现，加上A股上市的推动，溢价合理。预期即将公布的第二季度业绩中销售及利润率都将达到增长目标的上限，将目标价由15元大幅上调至38元。
【市宽略转弱 长实集团扬】
港股今日市宽略转弱，主板股票的升跌比率为25比19(上日为27比17)，恒指成份股今日26只股份上升，下跌股份22只，升跌比率为52比44(上日为88比8)；大市日录沽空140.15亿元，占可沽空股份成974亿元的14.39%(上日为14.352%)。
长和系股价走个别，长和(00001.HK)股价走低0.9%收51.25元，但长实集团(01113.HK)全日上扬近3%收45.05元。长实集团将於明天公布中期业绩，公司於5月曾发盈利警告，预期截至2020年6月30日止六个月的股东应占溢利较2019年同期出现大幅下调。由於来自香港物业项目入账下降、新冠疫情令旗下英国啤酒及酒吧餐饮集团亏损，本网早前综合3间券商预测长实集团今年上半年重估及出售投资物业前溢利介乎64.83亿元至120亿元，较去年同期140.45亿元，按年倒退45.2%至62.1%。
虽然市场料公司上半年营运收入及溢利按年倒退，但综合3间券商料长实集团今年每股中期息预测均为0.52元，按年维持平变。
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