《即日市评》小米闯高领航大市 新能源股强势
受小米(01810.HK)、阿里巴巴(09988.HK)及汇控(00005.HK)带动下，港股今日反覆造好。市场关注全球新冠疫情蔓延，道指及纳指上周五各跌0.8%及0.4%，美联储局主席鲍威尔指将按要求，将尚未使用的紧急贷款计划的资金退还予美财政部；执笔之时美汇指数跌至92.26，美股道指期货最新升160点或0.55%、美股纳指期货最新升44点或0.4%。今早人民币中间价报6.5719兑1美元，较上日中间价高67点子，上证综指升1.1%收3,414，沪深两市成交额共9,540亿人民币。
港股今日反覆造好。恒指高开208点，早段曾升211点一度高见26,662点，其後回落曾低见26,369点曾倒跌82点，全日升34点或0.1%，收26,486点，连升两日(累涨129点或0.5%)；国指升113点或1.1%，收10,666点；恒生科技指数升91点或1.1%，收8,088点。大市全日成交总额1,520.38亿元，沪、深港通南下交易录得净流入金额分别为28.08亿及35.48亿元人民币。
【小米创新高 阿里有支持】
科技指数认股证及牛熊证首日上市，科技股走个别，腾讯(00700.HK)今日股价走低0.3%收586元，阿里巴巴(09988.HK)弹高4.4%收264元，而小米(01810.HK)破顶升8%收27.6元。瑞银发表报告首予阿里巴巴「买入」评级及目标价333元，认为该股风险回报值吸引，相信长线而言阿里仍能受惠於中国消费者和企业数码化的趋势。
瑞银指，疫後电子商务及云计算的强劲需求，而阿里巴巴是这两个市场的市场领导者，料其未来数年之EBITDA年复合增长率达20%至30%；长远而言，瑞银料公司有能力应对中央对网络监管的收紧。
【新能源股弹 炒国策扶持】
港股主板今日市宽改善，主板股票的升跌比率为24比20(上日21为20)，上升股份955只(升幅3.3%)；恒指成份股今日18只股份上升，30只股份下跌，升跌比率为37比61(上日24比73)。大市今日录沽空升幅203.67亿元，占可沽空股份成交1,317.83亿元的15.455%(上日15.581%)。
国家主席习近平指中国力争二氧化碳排放目标至2030年前达到峰值及2060年前实现碳中和。环保能源及光伏股急涨。龙源(00916.HK)升8.9%，信义光能(00968.HK)及大唐新能源(01798.HK)各升6.5%及6%。光伏玻璃供应商福莱特玻璃(06865.HK)炒高逾11%，保利协鑫(03800.HK)涨25.5%。电动车生产商比亚迪(01211.HK)升8.6%报198.2元。
内媒引述上海电力大学教授施正荣表示，中国为实现上述目标关键在於能源结构转型，中国将不断提升新能源装机比例，特别是光伏和风电装机量。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
