《即日市评》恒指两万八关得而复失 中移续弹半成
恒指今日先升後收窄，未能收企两万八关。市场关注中美关系发展，美国财政部上周五公布最新被视为受中国军方控制的黑名单，名单上未见有阿里巴巴(09988.HK)及腾讯(00700.HK)；执笔之时美汇指数升至90.29，美股道指期货最新跌204点或0.7%，纳指期货最新跌0.4%。中国公布去年12月CPI按年升0.2%(市场原预期无升跌)，去年12月PPI按年跌0.4%(市场原预期跌0.7%)，内地疫情蔓延，昨日(10日)新增确诊病例103例，其中河北本土病例82例，上证综指全日跌38点或1.1%收3,531，深证成指跌1.3%，沪深两市成交额共1.21万亿人民币。
恒指高开125点，其後升幅曾扩大至298点高见28,176点，为近一年高位，午後升幅收窄，并曾倒跌83点一度低见27,794点，全日升30点或0.1%，收27,908点；国指升103点或0.9%，收11,059点；恒生科技指数升35点或0.4%，收8,665点，盘中见8,839点新高。大市全日成交总额2,541.47亿元，沪、深港通南下交易录得净流入金额分别为102.68亿及86.67亿元人民币。
【未企两万八 中移动续弹】
中资电讯股续弹高，中移动(00941.HK)全日股价上扬5.8%报43.9元，成交额255.37亿元，中电信(00728.HK)及联通(00762.HK)各升1.5%及5.7%。杰富瑞发表报告表示，相信中资电讯股因美国投资禁令的影响已大致反映在股价之上，指三大电股在1月7日(上周四)及8日(上周五)成交股数，为去年12月28日的7倍及20倍，相信是因为在禁令生效前，有基金资金被动流出相关股份。
杰富瑞指，在按美国财政部外国资产控制办公室(OFAC)公布相关行政命令，即去年12月28日至今年1月8日期间，料三大中资电讯股已有41%自由流通量进行交易，估计中移动、中电信及联通成交量是美国投资者及被动基金需剔出数量各2.4倍、1.1倍及3倍，所以认为相关影响已大致反映在股价之上。杰富瑞估计，中资电讯股自去年12月28日以来的累计交易量为其自由流通量的41%，远远超过美国相关投资禁令估计所沽售量，在去年12月28日至今年1月8日期间的累计交易量为122亿股，但该行估算美国投资所需的沽售量仅约为79亿股。
【跌股一千只 腾讯舜宇扬】
港股今日主板市宽转弱，主板股票的升跌比率为18比27(上日为23比22)，下跌股份1,084只(跌幅2.9%)，恒指成份股今日19只股份上升，下跌股份32只，升跌比率为37比62(上日为71比27)；大市今日录沽空273.15亿元，占可沽空股份成2,215.51亿元的12.329%(上日为11.312%)。
科网股走个别，阿里(09988.HK)及美团(03690.HK)股价各跌1.4%及2.6%，腾讯(00700.HK)今日股价上扬3.1%收591元。瑞信发表报告表示，腾讯管理层上周五(8日)出席了该行举行的中国科技及互联网投资者会议，腾讯管理层对旗下网游业务今年的前景具信心，料未来数年可提供结构性增长动力，即使去年的基数较高，因公司近期推出新游戏表现强劲，而线上广告需求持续复苏及定价能力提高，云业务在疫後增长续正常化。
此外，舜宇光学(02382.HK)全日股价抽上5.2%收199元。花旗发表研究报告，维持对舜宇光学(02382.HK)「买入」评级，目标价由156元升至230元。该行指，预期舜宇光学去年业绩可以成为公司股价催化剂，料去年纯利录47.45亿人民币按年升19%。虽然去年下半年手机镜头模组均价受压，主因需求疲弱和规格下降，但相信其利润可以在成本控制情况下得到支持。
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