《即日市评》蚂蚁申上市 阿里美团齐破顶 润地绩後强
港股今日反覆靠稳。美股昨晚变动不大，道指跌0.2%，标普500指数及纳指续破顶各升0.4%及0.8%，美国白宫经济顾问库德洛称，华府对中国正在落实首阶段贸易协议感到满意，执笔之时美汇指数处93.0560，道指期货最新跌15点或0.05%，纳指期货最新升34点或0.3%。今早人币中间价续上调104点报6.9079兑一美元七个月高，上证综指跌1.3%收3,329、内地创业板指数跌2.1%，沪深两市成交额共9,785亿人民币。
港股今日反覆靠稳。恒指高开34点，早段曾升116点高见25,603点，其後倒跌126点一度低见25,360点，全日升5点或0.02%，收25,491点；国指升8点或0.1%，收10,300点；恒生科技指数升51点或0.7%，收7,275点。大市全日成交总额1,332.05亿元，沪、深港通南下交易半日录得净流入金额分别为14.11亿及10.75亿元人民币。
【蚂蚁申请上市 阿里京东破顶】
就阿里巴巴(09988.HK)持股32.65%蚂蚁科技集团已向港交所(00388.HK)递交上市申请。科技股有支持，阿里巴巴全日股价破顶升4.2%收280.4元，市值达6.02万亿元，京东(09618.HK)股价亦破顶上扬近6%收315.8元，小米(01810.HK)弹高5.7%。国泰君安近日发表报告表示，蚂蚁集团计划在上海和本港同时双重上市计划，或可提高对阿里巴巴的估值；就市场估计蚂蚁集团估值或达2,250亿美元，若最终以此估值落实双重上市，按阿里对蚂蚁集团持股逾32%估算，即阿里巴巴持有蚂蚁集团股权的估值预测可达743亿美元(约5,758亿港元)，即相当市场目前对阿里巴巴估值约11%。
美银证券发表报告上调蚂蚁科技集团估值，至相当於2021年目标市盈率45倍，即达到3,180亿美元，该行提高阿里巴巴2021至2022财年的利润率预测，考虑到分拆蚂蚁科技A+H上市可带来收入，将阿里目标价由309元调升至318元，重申「买入」评级。
【跌股千一只 润地绩後强】
港股今日主板市宽转弱，主板股票的升跌比率为16比28(上日为20比24)，下跌股份1,103只(跌2.5%)，恒指成份股今日15只股份上升，下跌股份31只，升跌比率为30比62(上日为40比56)；大市沽空172.3亿元，占可沽空股份成1,081.62亿元的15.929%(上日为16.27%)。
华润置地(01109.HK)公布中期业绩後，全日股价抢升近6%收36.45元。瑞银发表报告表示，华润置地上半年核心盈利按年升3%至84亿人民币，高於该行预期3%；毛利率达33.5%，符合预期，至於派中期息0.15元人民币，相当於其核心净利13%，胜预期。该公司计划分拆物管业务上市，中期股息增加或反映分拆上市的因素。(wl/u)
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