《即日市评》恒指回升 赌股起舞 金沙抢高一成
受腾讯(00700.HK)、金融及濠赌股升势带动下，港股今日回升。美股昨晚个别发展，道指升1.3%，但纳指走低0.4%，投资者关注中美关系发展，美国总统特朗普称中国未能履行首阶段贸易协议中购买更多美国商品的承诺，但相信明年的购买量将会增加，他还向世贸(WTO)提出要求终止中国作为发展中国家的地位，认为中国不再是发展中国家，并且要比美国具有优势；执笔之时美汇指数处93.4630，美股道指期货最新升265点或近1%，美股纳指期货最新升66点或0.6%。人行公布7月新增人民币贷款9,927亿人币(市场原预期1.2万亿人币)，上证综指跌1.2%收3,340，内地创业板指数跌1.7%，沪深两市成交额共1.13万亿人民币。
恒指高开284点後升幅扩大，曾升654点一度高见25,031点，但最终未能守稳25,000点楼上，全日升513点或2.1%，收24,890点；国指升162点或1.6%，报10,153点；恒生科技指数跌46点或0.7%，收7,129点。大市全日成交总额1,413.59亿元，沪、深港通南下交易录得净流入金额分别为7亿及12.02亿元人民币。
中资电讯股有支持，中移动(00941.HK)股价涨3.6%。壹传媒(00282.HK)今日盘中曾高见1.96元一度飙6.69倍，收报1.1元飙3.31倍，成交42.65亿元。
【濠赌股起舞 宽旅游限制】
濠赌股起舞，金沙中国(01928.HK)股价抽上9.8%收32.95元，银河娱乐(00027.HK)股价抢高5.5%，澳博(00880.HK)升5%，永利澳门(01128.HK)扬6.5%。国家移民管理局於官网公布，为贯彻落实国务院联防联控机制关於统筹做好常态化疫情防控，和逐步恢复内地与澳门人员正常往来的部署要求，公安机关出入境管理部门将分区域分步骤恢复办理内地居民赴澳门旅游签注(含团队旅游、个人旅游签注)。
自明日(12日)起，广东省珠海市公安机关出入境管理部门恢复办理珠海市居民赴澳门旅游签注；如无特殊情况，8月26日起广东省公安机关出入境管理部门恢复办理广东省居民赴澳门旅游签注；在内地与澳门疫情形势继续总体向好的前提下，全国公安机关出入境管理部门於9月23日起恢复办理内地居民赴澳门旅游签注。
【市宽见改善 腾讯绩前扬】
港股今日市宽改善，主板股票的升跌比率为25比50(上日为18比26)，恒指成份股今日48只股份上升，下跌股份1只，升跌比率为96比2(上日为38比52)；大市日录沽空174.95亿元，占可沽空股份成1,083亿元的16.154%(上日为13.603%)。
腾讯(00700.HK)股价一度高见526元曾升近4.8%，全日收市升2.3%收513.5元。腾讯将於明天(12日)公布今年中期业绩业绩，市场料网游业务仍会相对强劲，但关注新冠疫後腾讯的广告收益表现，集团利润率或因网游、金融科技及企业服务企业业务的额外营业支出承压，本网综合13间券商预测，腾讯今年上半年纯利料介乎511.66亿至582亿元人民币，较2019年上半年513.46亿人民币，按年微跌0.4%至增长13.3%，中位数为554.87亿元人民币，按年增长8.1%。
综合16间券商预测，腾讯今年上半年非通用会计准则纯利料介乎540.05亿至577亿元人民币，较去年同期444.55亿人民币，按年上升21.5%至29.8%，中位数为560.26亿元人民币，按年增长26%。投资者关注腾讯管理层最新营运指引，包括《城下城与勇士》手游(8月12日)和《英雄联盟》手游(上线日期待定)的上线进展；此外，就外电指美总统行政命令将禁美企与微信交易，市场亦关注公司对旗下微信及网游业务未来在国际业务展望等。(wl/a)
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