《即日市评》恒指倒跌 腾讯绩後软 联通飙逾两成
受腾讯(00700.HK)及金融股拖累，港股今日先升後回。市场关注美国国会就新一轮刺激经济方案的僵局，美国总统特朗普指摘民主党国会议员不愿就新一轮刺激经济措施进行谈判，称新一轮刺激经济措施不会出现，因为美国政府不能给他们资源进行荒谬的事情；执笔之时美汇指数跌至93.1480，美股道指期货最新跌22点或0.08%，美股纳指期货最新跌14点或0.1%。上证综指微升0.04%收3,320，深证成指跌0.1%，沪深两市成交额共8,815亿人民币。
港股今日走个别。恒指今早高开246点後回落，曾倒跌99点一度低见25,144点，全日跌13点或0.1%，收25,230点；国指升28点或0.3%，收10,244点；恒生科技指数升21点或0.3%，收7,031点。大市全日成交总额1,164.53亿元，沪、深港通南下交易录得净流入金额分别为4.55亿及8.73亿元人民币。壹传媒(00282.HK)今日股价急滑42%收0.38元，证监会早前称密切监察壹传媒交易活动。
【恒指呈倒跌 腾讯绩後软】
腾讯(00700.HK)公布中期业绩後，全日股价走低2%收510元，有券商指公司基本因素强劲，但地缘政治不确定性短期影响股价。据《CNBC》报道，美国国务卿蓬佩奥表示，美国总统特朗普对抖音国际版TikTok及微信(WeChat)的禁令可扩张至其他方面，意味禁令可延伸至TikTok母公司字节跳动及开发微信的腾讯。
中资电讯股逆市有支持，中移动(00941.HK)全日股价上扬3.6%收59元，公司中午公布中期业绩，期内EBITDA按年跌3.6%至1,457亿元人民币，纯利557.65亿人民币按年跌0.5%符预期，每股盈利2.72元人民币，派每股中期息1.53港元，上年同期派1.527港元。今年上半年，移动ARPU为50.3元，按年下降3.7%，降幅进一步收窄。
美银证券发表报告指出，中移动中期纯利表现符合市场预期，公司在今年初就5G业务设定7,000万净上客目标，而在首六个月，公司已净上客7,000万，100%完成其全年目标。同时，注意到其销售费用按年下跌8.7%，意味公司不必再花大量营销费用来增加5G用户增长。另外，预料中移动会在第三季尾至第四季初对5G基站进行另一轮集中采购，而公司维持2020财年的资本开支指引。维持中移动「买入」投资评级，目标价90元。
【沽空率上升 联通飙两成】
港股今日主板市宽改善，主板股票的升跌比率为25比18(上日为19比25)，上升股份985只(升近3.7%)，恒指成份股今日21只股份上升，下跌股份26只，升跌比率为42比52(上日为78比18)；大市日录沽空150亿元，占可沽空股份成894.15亿元的16.776%(上日为15.705%)。
联通(00762.HK)全日股价飙升逾25%收5.74元，中电信(00728.HK)亦走高逾11%。杰富瑞发表报告表示，从中国铁塔(00788.HK)早前公布业绩已显示对中资电讯股业绩影响正面，联通昨公布中期强劲的业绩表现，再次确认该行的看法，基於联通一般在行业中录得最高增长的铁塔租赁成本，从业绩显示中国铁塔旗下铁塔租赁费用放缓。该行指联通业绩显示，中资电讯商旗下工业互联网强劲增长，对同业中电信及中移动均影响正面。
该行指，参与联通中期业绩分析员会议，看好中资电讯股前景信心增加，指联通中期撇除一次性资产因素後的EBITDA及纯利各高於市场测各5%及23%，并指公司销售与行销成本持续下降。
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