《即日市评》恒指造淡 恒指季检前夕 美团安踏扬
港股今日个别发展。市场关注美国政府会否再推出新一轮刺激经济措施，美股昨晚发展不一，道指跌80点或0.3%，但纳指则升0.3%，投资者关注中美将举行视频会议以评估今年初签署首阶段中美贸易协议的执行情况；执笔之时美汇指数升至93.3340，美股道指期货最新跌170点或0.6%，美股纳指期货最新跌20点或0.2%。中国7月规模以上工业增加值按年升4.8%(预期升5.2%)、7月零售销售按年跌1.1%(预期升0.1%)、上证综指升1.2%收3,360，深证成指涨1.5%，沪深两市成交额共8,498亿人民币。
恒指今反覆偏软，今早低开158点後，早段曾跌190点一度低见25,040点，其後曾倒升147点曾高见25,378点，尾市向下，全日跌47点或0.2%，收25,183点；国指升21点或0.2%，收10,266点；恒生科技指数升6点或0.1%，收7,038点。大市全日成交总额1,033.19亿元。沪、深港通南下交易录得净流入金额分别为11.02亿及24.45亿元人民币。
恒指本周累升651点或2.7%，国指本周累升203.03点或2%。投资者关注中美关系发展、美国政府会否再推出新一轮刺激经济措施，资金追捧中资电讯股及濠赌股，因内地将逐步放宽对澳门个人游的签注。
【恒指季检将公布 阿里跌美团有支持】
恒指服务公司收市後将公布季检结果，科技股走个别，腾讯(00700.HK)及阿里巴巴(09988.HK)股价各跌0.7%及.6%，但美团点评(03690.HK)股价逆市抢高近4%收219.8元。
中金近日发表报告，恒生指数公司将公布恒生系列指数季度定期审议结果，就可能调整结果预览，基於指数调整方法，初步测算阿里巴巴、美团点评、安踏(02020.HK)、阿里健康(00241.HK)、药明生物(02269.HK)、华润啤酒(00291.HK)排在恒生指数选择顺位前列，果能够被纳入的话，按最新价格和估算的自由流通比例，静态测算权重约为3.8%、5%、1.3%、1.6%、1.4%和1.1%。进一步基於198亿美元ETF资金规模，对应潜在被动资金流入约为7.6亿、9.9亿、2.6亿、3.2亿、2.8亿、2.2亿美元。
此外，汇丰研究发表报告指，近期的数据显示美团点评正强劲复苏，重申「买入」评级，目标价由206元升至246元，预期集团收入按年增长10%；按非标准会计准则，经营溢利为2.9%，每股盈利为0.12元人民币。
【沽空率上升 李宁受追捧】
港股今日主板市宽变动不大，主板股票的升跌比率为23比20(上日为25比18)，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42比52)；大市日录沽空140.34亿元，占可沽空股份成797.63亿元的17.595%(上日为16.776%)。
体育用品股造好，安踏(02020.HK)扬3.7%，李宁(02331.HK)股价上扬8.4%收31.55元。花旗发表报告指，李宁今年上半年撇除一次性收益的核心纯利，按年增长22%至6.83亿元人民币，较该行预期高12%，集团中期业绩表现，明显跑赢发警盈预期上半年纯利按年跌最多35%的安踏体育。
花旗表示，李宁纯利增长出色，主因销售及毛利率表现优於预期，按年仅分别下降1%及20个基点，而销售及行政开支亦低於预期。而令该行惊喜的是，李宁营运现金流仍录得正数，表现估计跑赢大部分中国运动服装同业。截至6月底，集团资产负债表稳固，现金仍有56亿元人民币，可为下半年的业务复苏定下良好基础。
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