《即日市评》大市成交逾三千亿创史上最高 港交所破五百元关
受金融及科技股升势带动下，恒指今日升越两万九关。外电引述获提名出任美国财长耶伦为听证会准备的讲稿中表示，美国政府必须在新抗疫援助方案中发挥重要作用，新刺激计划将会推高政府负债；执笔之时美汇指数回落至90.6，美股道指期货最新升173点或0.6%，纳指期货最新升0.9%。国资委公布去年12月单月中央企业实现净利润1,760亿人民币为历史同期最好水平，但内地昨日新增本土病例继续超过百宗，上证综指全日跌29点或0.8%收3,566，深证成指跌1.7%，沪深两市成交额共1.04万亿人民币。
恒指今早高开237点，其後升幅曾扩大至985点一度高见29,848点，最终全日升779点或2.7%，收29,642点；国指升271点或2.4%，收11,734点；恒生科技指数升258点或2.8%，收9,374点，盘中见9,526点新高。大市全日成交总额3,015.8亿元，为港股史上纪录，沪、深港通南下交易录得净流入金额分别为129亿及132.3亿元人民币。
港交所(00388.HK)股价突破500元大关，全日破顶上扬3.9%收501元，盘中曾高见525元；友邦(01299.HK)股价攀升4.4%。
【港所破五百 小米续强势】
科技及手机设备股普遍强势，小米(01810.HK)及美团(03690.HK)全日股价分别抽高5%及4.9%，舜宇光学(02382.HK)全日股价飙升7.9%。就美国国防部早前将包括小米在内的9家公司列入所谓的中国军工公司名单，禁止美国投资者投资这些公司。小米管理层召开电话会议，回应称小米只提供民用和商用产品和服务，不应定义为军方有关联企业，管理层将寻求与相关机构进一步沟通，同时，其已与主要供应商确认业务合作将持续正常开展。
华泰金控认为小米确认其与供应商之间的业务合作将不受影响，且当前没有证据表明公司有被美国政府纳入「实体清单」的风险，维持对小米「买入」评级及目标价34元。
【升股千一只 内房股舞高】
港股今日主板市宽向好，主板股票的升跌比率为29比17(上日为27比19)，上升股份1,160只(升幅3.5%)，恒指成份股今日48只股份上升，下跌股份3只，升跌比率为92比5(上日为48比42)。大市今日录沽空397.09亿元，占可沽空股份成2,617亿元的15.174%(上日为15.938%)。
内房股受追捧，中国海外(00688.HK)及华润置地(01109.HK)股价各上扬4.9%及10.2%，融创中国(01918.HK)全日股价弹9.3%收34.75元，碧桂园(02007.HK)股价扬6.6%收10.72元。中金发表报告指，国家统计局公布去年全年房地产开发投资与销售数字。去年12月商品房销售面积延续双位数按年增长，全年录得小幅正增长，今年料销售基本保持平稳，估计第一季商品房销售面积和销售额在低基数下分别按年增长25%和32%，全年商品房销售面积按年下降2%，销售额按年增长2%。
中金相信，去年末内房行业基本面仍延续韧性表现，判断今年为房地产基本面降速而非失速年，其中一季度各指标受基数影响整体增速或将较高。考虑到当前板块估值与仓位均处於历史低位，而政策实际执行或存在正向预期差，中金积极提示当前时点地产板块的配置价值，内房港股推荐龙湖(00960.HK)、华润置地、旭辉(00884.HK)、融创、越秀地产(00123.HK)及宝龙地产(01238.HK)。
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