《即日市评》科技股领跌 腾讯挫近半成 赌股逆市涨
市场担心中美关系趋紧张，港股今日受科技股跌势拖累。美国财政部宣布制裁林郑及夏宝龙等11名中港官员，国家外交部回应指中方对美方的行径表示坚决反对，中方决定即日起，对在涉港问题上表现恶劣的美国国会参众两院议员等实施制裁包括鲁比奥、克鲁兹等。另外，市传抖音国际版TikTok最快日内向美法院挑战特朗普禁令，执笔之时美汇指数回升至93.4680，美股道指期货最新升67点或0.25%，美股纳指期货最新跌17点或0.2%，内地7月CPI按年上涨2.7%(市场原预期升2.6%)、7月PPI价按年下降2.4%(市场原预期跌2.5%)，人币即期收跌103点；上证综指升0.8%收3,379，深证成指升0.06%，沪深两市成交额共1.16万亿人民币。
恒指低开154点，早段跌幅曾扩大至258点见24,272点，午後一度倒升4点，收市前跌幅再扩大，最终全日跌154点或0.6%，收24,377点；国指跌72点或0.7%，收9,990点：恒生科技指数跌210点或2.9%，收7,176点。大市全日成交总额1,352.83亿元，沪、深港通南下交易录得净流入金额分别为5.74亿及34.8亿元人民币。
本地媒体股午後呈异动，壹传媒(00282.HK)股价一度飙3.4倍曾高见0.4元，全日升1.83倍报0.255元。有线宽频(01097.HK)股价曾飙58%高见0.098元，收市升19%。
【科技股领跌 腾讯挫半成】
科技股有沽压，腾讯(00700.HK)跌4.8%收502元，阿里巴巴(09988.HK)走低2.7%，而中芯(00981.HK)挫7%收27.8元。摩根士丹利报告指，腾讯在美国的收入有限，但随着中美关系升温，或会为公司在美国的投资及游戏全球化的增长前景带来阴霾，予目标价500元，评级「增持」。
美国总统特朗普签行政命令禁止与WeChat交易，大摩相信对WeChat的影响可控，因为海外用户基础不大，变现亦有限。该行估算腾讯在美国市场的直接收入占约2%，主要是游戏收入，当中包括PUBG Mobile、英雄联盟等，而对盈利的影响亦与收入一致。该行认为手游方面风险较低，因为当中涉及的个人资料较易满足当地监管要求，而影片串流、讯息及社交媒体等则涉及更多内容，而白宫官员亦澄清禁令只禁止与WeChat相关的交易，不涉及腾讯其他应用。不过，该行认为腾讯面临的下行风险是公司有更多业务或投资被禁。
【沽空率回落 赌股逆市弹】
港股今日市宽续弱，主板股票的升跌比率为18比26(上日为13比31)，下跌股份1,020只(跌幅2.6%)，恒指成份股今日19只股份上升，下跌股份26只，升跌比率为38比52(上日为14比84)；大市日录沽空143.2亿元，占可沽空股份成1,052.67亿元的13.603%(上日为14.008%)。
濠赌股受捧，银娱(00027.HK)股价升5.6%。澳博(00880.HK)升4.9%。澳门保安司司长黄少泽上周曾表示，澳门政府统筹各司与内地有序沟通恢复正常通关，目前有关工作顺畅，相信很快会有好消息公布，指会逐渐有序恢复以前的通关措施。
摩根士丹利发表研究报告，将对澳门今年博彩收益预测由跌60%，进一步下调至跌75%，以反映放宽旅游限制的步伐较预期慢，但同时仍有将其他省份8月中起恢复到澳门的非旅游签证，以及在今年余下时间逐步放宽的可能性纳入在内。该行对2021及2022年的博彩收益预测维持不变，料分别按年增长240%及20%。现时，该行预期8月份赌收按年下跌92%，日均赌收为8,800万澳门元。虽然部分旅游限制放宽，但相信8月份赌收不会回复至3月份水平，这是因为个人游计划及旅行团的活动仍未恢复。
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