《即日市评》港股向下 小米弹出 港交所绩後股价软
港股今日随外围股市回落。美股昨晚个别发展，道指跌0.2%，但纳指升0.7%创收市高，投资者观望中美关系发展，美国总统特朗普称是他推迟上周末美中讨论首阶段贸易协议执行情况的会议，因他不满中方处理疫情上的手法，被问到美国会否退出与中国的贸易协议时，他指会拭目以待。美汇指数昨晚盘中曾低见92.124，录自2018年5月以来最低，执笔之时美汇指数处92.2110，美股道指期货最新升30点或0.1%，美股纳指期货最新升13点或0.1%。上证综指跌1.2%收3,408，深证成指跌2.1%，沪深两市成交额1.09万亿人民币。
港股在台风吹袭下延後开市时间，恒指中午复市低开8点，其後曾倒升15点一度高见25,382点。随即掉头向下，曾跌288点一度低见25,079点，最终全日跌188点或0.7%，收25,178点；国指跌112点或1.1%，收10,313点；恒生科技指数跌45点或0.6%，收7,150点。大市全日成交总额845.81亿元。沪港通南下交易录得净流出金额3.62亿元人民币，深港通南下交易录得净流入金额4.75亿元人民币。
中资电讯股有回吐，中电信(00728.HK)股价跌2.5%；手机设备股受压，舜宇(02382.HK)因下调今年手机镜头模组及车载镜头及目标指引，全日股价挫6.9%。
【舜宇有沽压 小米受追捧】
科技股走个别，腾讯(00700.HK)及美团(03690.HK)股价各走低1.2%及1.7%，阿里巴巴(09988.HK)及京东(09618.HK)股价各涨1.3%及4.7%，而小米(01810.HK)全日股价抽高3.4%收17.82元。摩根士丹利发表报告表示，重申对小米「增持」评级，目标价由18元升至20元。该行指，美国在8月17日进一步公布对华为的限制措施，要求所有企业(包括美企和非美企)要跟随限制对华为供应芯片，不过即使没有该禁令，华为使用第三方芯片都会降低其竞争力，给予小米机会抢占中国市场。
大摩维持对小米今年预测，明年每股盈利预测上调6%，以反映其市占率从目前10-11%增加至15%，但印度方面因地缘政治紧张，市场份额会降低。而公司今年推出新的高端版Mi10手机，售价为5,299元人民币，反映公司有意提升其售价范围。
【沽空率下降 港交所偏淡】
港股今日主板市宽转弱，主板股票的升跌比率为17比23(上日为22比22)，恒指成份股今日13只股份上升，下跌股份34只，升跌比率为26比68(上日为42比52)；大市日录沽空112.3亿元，占可沽空股份成720.32亿元的15.591%(上日为16.8%)。
港交所(00388.HK)公布中期业绩後全日股价走低1.4%收373.6元。花旗发表报告表示，港交所中午公布今年第二季纯利录30亿元，按季升31%(按年升14%)，优於市场预期，主要是投资及其他收益强劲所推动，公司核心收入按季跌5%(按年升6%)，低於市场预期，而公司营业费用按年升7%符合预期。该行指，港交所第二季投资收益8.85亿元，扭转首季亏损4,700万元，其中企业基金录4.86亿元收益。
花旗表示，港交所第二季现货及商品业务收入按年比较属强劲，但衍生工具业务表现放缓。该行估计市场同业对港交所的盈利预测调升幅度不会很多，因其投资收益强劲并非经常性项目。该行予港交所「买入」评级及目标价420元。
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