《即日市评》恒指倒跌 「三桶油」逆市舞高
受汇控(00005.HK)及友邦(01299.HK)回落拖累下，港股今日反覆造淡。市场关注美国政局发展，美国众议院以223票赞成、205票反对通过无约束力议案，要求副总统彭斯用宪法第25条修正案将总统特朗普免职，而较早时彭斯已表明拒绝行使宪法第25条修正案；执笔之时美汇指数处90.13，美股道指期货最新升15点或0.05%，纳指期货最新升0.2%。内地去年12月新增人民币贷款1.26万亿人币略高於预期、上月M2货币供应按年增10.1%低於预期、上证综指全日跌9点或0.3%收3,598，深证成指跌0.6%，沪深两市成交额共1.23万亿人民币。
恒指高开32点後，早段曾升137点一度高见28,414点，午後曾倒跌140点见28,136点，最终全日跌41点或0.1%，收28,235点；国指跌32点或0.3%，收11,184点；恒生科技指数跌56点或0.7%，收8,669点。大市全日成交总额2,021.35亿元，沪、深港通南下交易录得净流入金额分别为63.01亿及59.58亿元人民币。
汇控及友邦股价各走低1.2%及1.3%。中资电讯股走个别，中移动(00941.HK)股价回吐1.8%，中电信(00728.HK)全日涨1.8%。
【期油呈攀升 「三桶油」抢高】
纽约期油昨晚升1.8%至近11个月高，中资石油股受捧，中海油(00883.HK)全日股价弹高5.5%收7.7元，中石油(00857.HK)股价上扬4.4%收2.59元，中石化(00386.HK)股价涨5%收3.97元，中海油服(02883.HK)股价抽上11.5%。高盛发表石油报告表示，看好国际油价未来六个月前景，料布兰特原油价格於今年第二季将达每桶平均60美元，估计7月会进一步升至每桶65美元，并指该行对期油预测高於市场同业水平。
中金近日发表报告表示，从最近三个月来看，对比国际同行，中海油股价平均跑输43.3%，在疫苗逐步推广，全球需求复苏的背景下，市场对於今年油价预期较过去一个季度变得更为乐观，该行认为股价被市场低估，是良好的长线基金入场的机会。
【市宽呈转弱 联想集团扬】
港股今日主板市宽转向转弱，主板股票的升跌比率为20比23(上日为27比17)，恒指成份股今日25只股份上升，下跌股份25只，升跌比率为48比48(上日为56比40)；大市今日录沽空207.16亿元，占可沽空股份成1,705.11亿元的12.149%(上日为12.012%)。
联想集团(00992.HK)股价逆市抽上9.7%收8.83元。联想集团公布，建议发行中国存托凭证(CDRs)，并向上海证券交易所科创板申请中国存托凭证上市及买卖。公司指涉及新股占扩大後股份总数不超过10%，即约13.38亿股。所得款项拟用於新技术、产品及解决方案的研发、相关行业的战略性投资，以及补充营运资金。
麦格理发表报告表示，联想集团上季个人电脑付运量按年升29%至2,310万部，增速高於行业增长26.1%，而IDC对联想上季个人电脑付运量预测高於该行原预期20%。该行估计联想集团今上半年付运走势持续强劲，因受到在家工作及学习需求所带，维持对其「跑赢大市」评级及目标价8.2港元，此相当预测2022财年市盈率8.5倍。(wl/a)
~
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.
