《即日市评》恒指止连跌 汇控曾失守「世纪供股价」後回升
恒指连跌两日跌至逾三个月低位後，今日反覆回升。受大型科技股造好支持，美股昨晚0.5%，纳指涨1.7%，亚马逊获券商唱好股价升5.7%；市场关注中美关系发展，美国总统特朗普於联合国大会揭幕透过视像发言再斥中国需为疫情蔓延全球负责，而国家主席习近平称无意跟任何国家打冷战热战，坚持以对话弥合分歧。执笔之时美汇指数升至94.15，美股道指期货最新升167点或0.6%、美股纳指期货最新升14点或0.1%．。今早人币中间价续下调114点报6.7986兑一美元，上证综指升0.2%收3,279、内地创业板指数升1.7%，沪深两市成交额6,607亿人民币。
恒指低开15点後，曾跌156点一度低见23,559点，午後辗转回升78点曾高见23,795点，全日升25点或0.1%，收23,742点；国指跌18点或0.2%，收9,558点；恒生科技指数升65点或0.9%，收7,298点。大市全日成交总额984.84亿元，沪、深港通南下交易录得净流入金额分别为10.16亿及15.7亿元人民币。
农夫山泉(09633.HK)昨纳入港股通名单後，今日股价续抢高7.1%收39.3元。东亚(00023.HK)宣布完成业务策略性检讨启动出售东亚人寿流程，全日股价升1.4%收15.88元。
【曾失守供股价 汇控收市倒升】
汇控(00005.HK)今早股价曾跌4.2%一度低见27.5元，曾失守金融海啸时「世纪供股价」28元，最终全日微升近0.2%收28.75元，恒生(00011.HK)股价下滑1.5%，而渣打(02888.HK)股价上扬2.6%。花旗发表香港银行业报告表示，香港银行股再次受到新的政治不确定性压力，据美国「金融犯罪执法网文件」的相关报道，再次引发了投资者对银行反洗钱做法和诉讼风险的担忧。此外，中国商务部近日发布了关於「不可靠实体清单规定」，据《环球时报》消息指，汇控可能被列入名单。
花旗指，汇控在中国大陆的敞口约占贷款的4%，收入占中单位数字(占6%)、占除税前溢利占13%。如果中国将其列入清单，即使不采取强硬措施，将令其客户减少交易，中国大陆业务也可能受到不利影响。在香港的中国大陆客户也可能避免与汇丰银行进行不必要的交易。在最坏的情况下，汇丰银行可能被迫撤出其在中国内地的投资，例如对交通银行(03328.HK) 的投资。该行予汇控「中性」评级及目标价34.6元。
【体育用品股弹 玖龙纸业起舞】
港股今日市宽略转弱，主板股票的升跌比率为19比22(上日为13比29)，恒指成份股今日25只股份上升，下跌股份24只，升跌比率为50比48(上日6比90)；大市今日录沽空137.87亿元，占可沽空股份成交737.07亿元的18.705%(上日为18.168%)。
高盛发表报告指，Nike首财季净利及收入表现均胜预期，受惠数码渠道复苏内地市场录双位数增长，该行认为Nike在内地增长强劲反映内地体育用品消费复苏，亦利好其他体品品牌及零售商。高盛认为李宁定位最理想，可受惠品牌势头、库存压力减、定价较好及成本具效益等好处，另外亦予滔博及宝胜国际(03813.HK)「买入」评级，相信可受惠Nike强劲的品牌势头及O2O策略，安踏体育(02020.HK)则相信Fila品牌强劲可带动公司下半年的销售复苏。
此外，玖纸(02689.HK)全日股价抢高13.3%，公司公布截至今年6月底止全年度纯利41.68亿人民币按年升7.5%、营业额按年跌6%。大和发表报告指，玖纸2020财年业务的表现足以消除市场疑虑，其中下半年业绩超出市场及该行预期至少20%，估计主要由於市场5月下旬开始的加价潮，令6月利润率显着扩大；该行预期，7至8月份市况将更好，对前景有信心，目标价由10元上调至12元，重申「买入」评级。
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