《即日市评》汇控中移造淡 科技股续升 小米众安弹出
受中移动(00941.HK)及汇控(00005.HK)等拖累，恒指今日回吐。美股昨晚上升，道指涨0.3%、标普500指数及纳指再破顶各升1%及1.7%，但市场观望联储局主席鲍威尔在全球球央行银行家年会上发表讲话、以及中美关系发展。执笔之时美汇指数跌至92.9010，美股道指期货最新跌56点或0.2%，美股纳指期货最新跌28点或0.2%。今早人币中间价上调176点报6.8903兑一美元逾七个月高，上证综指升0.6%收3,350、内地创业板指数升1.7%，沪深两市成交额共8,379亿人民币。
恒指今早低开22点後跌幅扩大，最多跌305点一度低见25,186点，其後跌幅收窄，全日跌210点或0.8%，收25,281点；国指跌98点或1%，收10,201点；恒生科技指数升265点或3.7%，收7,540点。大市全日成交总额1,506.01亿元，沪、深港通南下交易录得净流入金额分别为25.21亿及29.61亿元。汇控全日股价跌1.9%报33.3元，中移动走低2.6%报55.95元。
【汇控中移弱 小米众安弹】
科技股逆市有支持，小米(01810.HK)业绩胜预期，全日股价急涨11.4%报21.35元，众安在线(06060.HK)半年多赚4.2倍，股价涨22.9%。美图(01357.HK)亏损收窄，全日股价涨9.7%。美银证券发表报告指出，小米第二季经调整盈利为34亿元人民币按年跌7%，好过该行及市场预期。撇除波动性非现金项目的投资公允值收益後，营业收入为33亿元人民币，按年跌13%，符合该行预期，并较市场预期高出45%。该行将小米目标价由原来的20元上调至22元，重申「买入」投资评级。
此外，星展发表报告表示，美团(03690.HK)第二季业绩好过预期，收益重拾升轨，上调美团2020至2022年收益预测1%/2%/3%，且升非通用会计准则盈利预测4%/6%/7%，目标价相应由227元大幅提升至380元，维持「买入」评级，并预期公司未来三年其收入复合增长率达34%，高於行业平均约20%之水平。
【跌股一千只 平安绩前稳】
港股今日主板市宽续弱，主板股票的升跌比率为19比26(上日为16比28)，下跌股份1,018只(跌幅3%)，恒指成份股今日8只股份上升，下跌股份41只，升跌比率为16比82(上日为30比62)；大市沽空206.95亿元，占可沽空股份成1,199.81亿元的17.248%(上日为15.929%)。
中国平安(02318.HK)全日股价跌近0.9%收83.4元。中国平安收市後公布中期纯利686.83亿元人民币按年跌29.7%。营运利润743.1亿人民币按年增加1.2%。本网早前综合4间券商预期中国平安2020年上半年录归属於母公司股东税後营运利润(OPAT)介乎710亿至749亿人民币(中位数727.75亿人民币)。每股营运收益4.2元。派中期息0.8元，上年同期派0.75元。
中国平安上半年寿险及健康险业务新业务价值310.31亿元，按年减少24.4%，符合本网综合8间券商预期介乎308亿元至349亿人民币(中位数312亿人民币)。(wl/a)
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