《即日市评》憧防疫措施放松 航空赌股扬 申洲绩後强
港股今日反覆回落。美股道指昨晚升1.4%、标普500指数及纳指破顶各涨1%及0.6%；美国贸易代表办公室(USTR)发表声明，美国贸易代表莱特希泽及财长努钦周一与国务院副总理刘鹤通电话，双方承诺采取必要措施确保首阶段贸易协议能取得成功，执笔之时美汇指数处93.1840，美股道指期货最新升130点或0.5%，美股纳指期货最新升18点或0.2%。上证综指跌0.4%收3,375、内地创业板指数升0.6%，沪深两市成交额共9,421亿人民币。
恒指高开35点，早段曾升69点一度高见25,621点，其後掉头向下，曾跌199点低见25,352点，尾市跌幅收窄，全日跌65点或0.3%，收25,486点；国指跌45点或0.4%，收10,291点；恒生科技指数跌106点或1.5%，收7,223点。大市全日成交总额1,287.71亿元，沪、深港通南下交易录得净流入金额分别为5.42亿及17.78亿元人民币。
科技股走个别，腾讯(00700.HK)及美团(03690.HK)各吐0.6%及3.1%，但阿里巴巴(09988.HK)股价逆市升1.8%。康师傅(00322.HK)半年多赚58%获券商上调目标价，股价升12.4%。此外，明天起珠海与澳门陆路口岸恢复粤澳两地牌车通行，关闸采单双号限行，赌股有支持，澳博(00880.HK)扬4.3%，银娱(00027.HK)破顶升2.3%。商务及经济发展局指正研究「旅游气泡」计划，国泰(00293.HK)抢高6.5%。
【航空赌股扬 瑞声舜宇挫】
手机设备股捱沽，瑞声科技(02018.HK)全日股价下挫7.4%收49.1元，券商指其中期业绩逊预期，毛利率未达预期，担心光学镜头业务同业竞争剧烈。摩根士丹利发表报告表示，瑞声今年第二季表现较该行及市场预期差20%，主要因为毛利率较低，而触控及无线射频结构件业务毛利率跌至22.8%，此外光学的规模及毛利率表现亦逊预期，指旗下射频套管及镜头业务库存面临风险，下调对其2020年至2022年纯利预测各14%、12%及13%，将公司目标价由60元降至52元，评级「与大市同步」。
舜宇光学(02018.HK)全日股价亦下滑4.8%收119元。高盛发表报告，将舜宇评级自「买入」一举下降至「沽售」，指对於舜宇之利润率、定价、销售量、竞争、估值及市场对於其获得苹果公司订单的高期望等因素表达关注。竞争对手正猛烈地扩张业务至摄像镜头及模组市场，尚未见到竞争者的产能扩张去到峰值。该行指舜宇产品均价及毛利率自2014年起持续上升，今年上半年则下跌，超出其预期，对其目标价自先的120元，大幅下调33%至81元。
【沽空率下降 申洲绩後强】
港股今日主板市宽转弱，主板股票的升跌比率为20比24(上日为25比19)，恒指成份股今日20只股份上升，下跌股份28只，升跌比率为40比56(上日为76比16)；大市日录沽空167.2亿元，占可沽空股份成1,027.67亿元的16.27%(上日为17.266%)。
申洲国际(02313.HK)午後股价弹高7.9%收119.2元。摩根士丹利发表报告表示，申洲今年上半年纯利按年升4%至25.1亿人民币，高该行预期7%，显示出公司强劲的执行力，期内收入按年微跌0.4%，较该行原预期低4%，而该行料申洲股价会因业绩反应正面。
大摩指，申洲国际中期纯利表现，主要受体育服装(按年升2%，占上半年总体销售73%)需求所推动，包括Adidas产品在欧洲地区销售升22%、女装紧身衣在日本销售理想等因素。
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