《即日市评》汇控及地产股领航大市 腾讯纯利胜预期
受汇控(00005.HK)及本港地产股带动下，恒指今日先跌後升，上企两万五关。国际金价昨日晚失守每盎司2,000美元，挫4.5%录得七年来最大单日跌幅；美股昨晚下跌，市场注视美国新冠疫情及国会就新一轮刺激经济方案的僵局，道指及纳指各跌0.4%及1.7%。美国白宫经济顾问库德洛表示，中国仍然履行首阶段贸易协议中的承诺，已大幅增购美国商品，而且购买量亦非常好，执笔之时美汇指数升至93.6570，道指期货最新升248点或0.9%，纳指期货最新升82点或0.8%。上证综指跌0.6%收3,319，深证成指跌1.2%，沪深两市成交额共1.08万亿人民币。
港股反覆上升。恒指低开22点後，跌幅曾扩大至205点低见24,685点，其後倒升，尾市曾升401点一度高见25,291点，最终全日升353点或1.4%，收25,244点；国指升62点或0.6%，收10,215点；恒生科技指数跌119点或1.7%，收7,010点。大市全日成交总额1,440.75亿元，沪、深港通南下交易录得净流入金额分别为10.52亿及8.45亿元人民币。
【汇控升近半成 芯片股有沽压】
本港金融及地产股上扬，友邦(01299.HK)全月股价走高3%收74.85元，汇控(00005.HK)上扬4.8%收35.75元，渣打(02888.HK)全日股价走高5.3%收43.75元，恒生(00011.HK)亦扬5.2%；长实集团(01113.HK)及新地(00016.HK)股价各升4.3%及2.1%，九龙仓置业(01997.HK)升5.3%。
中芯(00981.HK)股价跌3%收26.85元；华虹半导体(01347.HK)股价挫10.8%，公司中期纯利3,814万美元跌58%兼不派息。麦格理发表报告指，华虹半导体第二季业绩表现好坏参半，8寸晶圆厂使用率达100%，毛利率28%，较首季的21%有所增长；然而12寸晶圆的收入增长继续缓慢，收入仅900万美元，税前亏损3,400万美元。该行预计华虹在未来四至六个季度12寸晶圆的亏损持续，导致盈利表现欠佳，维持华虹「跑输大市」投资评级及目标价为12.6元。
万洲(00288.HK)全日股价挫7.1%，公司公布今年中期业绩，生物公允价值调整前纯利按年升18.8%至5.5亿美元；万洲董事长兼行政总裁万隆称对下半年形势不太乐观，而考虑到国内外形势，暂未有并购计划及目标。
【沽空率下降 腾讯优预期】
港股今日主板市宽转弱，主板股票的升跌比率为19比25(上日为25比50)，下跌股份986只(跌近3%)，恒指成份股今日39只股份上升，下跌股份9只，升跌比率为78比18(上日为96比2)；大市日录沽空179.58亿元，占可沽空股份成1,143.47亿元的15.705%(上日为16.154%)。
此外，腾讯(00700.HK)今日股价上扬1.4%收520.5元，公司收市後公布中期业绩，录纯利620.03亿人民币，按年升21%，优於本网早前综合13间券商预测介乎511.66亿至582亿元人民币；非通用会计准则纯利572.32亿人民币，按年升29%，符合本网早前综合16间券商预测介乎540.05亿至577亿元人民币，而集团收入按年升28%至2,229.48亿人民币。
腾讯公布今年第二季纯利按年升37%、非通用会计准则纯利按年升28%、网络游戏收入增长40%至382.88亿人民币，该项增长主要由包括《和平精英》及《王者荣耀》在内的国内游戏及海外市场的智能手机游戏的收入增加所推动，部分被个人电脑客户端游戏(如《地下城与勇士》及《穿越火线》)的收入减少所抵销。金融科技及企业服务业务今年第二季的收入按年增长30%至298.62亿人民币。公司第二季网络广告业务收入按年增长13%至185.52亿人民币。
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