《即日市评》恒指季检「执位」成交增逾两成 新贵美团受捧
受中国平安(02318.HK)等升势带动下，恒指今日反覆向上。美股道指昨晚升0.3%、纳指涨0.2%；美汇跌创逾两年半新低，执笔之时美汇指数跌至90.66，道指期货最新升98点或0.33%、纳指期货最新升49点或0.4%。摩通亚洲货币指数升0.3%至108.98。今早人币中间价续上调85点报6.5507兑一美元，上证综指全日微升0.07%收3,444，深证成指升0.4%，沪深两市成交额共7,488亿人民币。
恒指高开83点，其後一度倒跌最多76点，最终全日升107点或0.4%，报26,835点；国指升38点或0.4%，报10,624点；恒生科技指数升12点或0.2%，报7,952点。恒指季检成份股变动今日收市收效，大市全日成交总额1,722.65亿元，沪、深港通南下交易全日录得净流入金额分别为27.54亿及36.53亿元人民币。
恒指本周累跌58点或0.2%、国指本周累跌165点或1.5%、恒生科指本周累跌137点或1.7%。美国国防部将中芯(00981.HK)及中海油(00883.HK)增加至与中国军方关连企业之黑名单，令市场担心中美关系趋紧张，而美国疫苗进展消息亦左右大市。
【季检今「执位」 美团股价弹】
恒生指数系列季度检讨今日收市後生效，恒指「新贵」美团(03690.HK)全日股价升4.6%收288.6元，成交额155.6亿元，居港股全日最高成交额榜首位、安踏(02020.HK)股价跌1.8%收110.6元，百威亚太(01876.HK)股价2.2%，遭剔出的太古(00019.HK)全日股价升0.9%。
杰富瑞发表报告表示，参与了美团与机构投资者的会议，该行引述美团管理层指外卖业务规模效益及投资回报率(ROI)持续改善；到店业务复苏强劲、酒店业务亦回复至按年正增长水平；拓展杂货业务是一个巨大的市场，有多个参与者可以捕捉趋势；强大的品牌及技术支持是公司内地二线城市及线下杂货业务核心竞争力。
【沽空率下降 中海油受压】
港股今日主板市宽变动不大，主板股票的升跌比率为20比21(上日为21比20)，恒指成份股今日22只股份上升，下跌股份25只，升跌比率为44比50(上日为54比38)；大市今日录沽空211.22亿元，占可沽空股份成1,537.79亿元的13.736%(上日为15.687%)。
美国国防部将中海油及中芯等四企业列受解放军控制企业名单，中芯国际开市後中途停牌，下午复牌，全日跌5.4%收21元；中海油全日跌3.9%。
大和发表报告指，名单或会限制中海油向美国投资者融资，及美国公司向中海油集团提供服务或技术支援。该行预期此官方确认将对中海油股价产生负面影响。该行称，美国官方并无提供列入黑名单的原因，但有可能是因中海油在具争议的南海区域有业务，若是如此，相信中石油(00857.HK)及中石化(00386.HK)被列入名单机会较低。
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