《即日市评》恒指三万关遇阻 阿里系全线扬
受阿里巴巴(09988.HK)及腾讯(00700.HK)所带动下，恒指今日续升，但於三万关前遇阻力。美国候任财长耶伦出席美国参议院金融委员会听证会时表示，希望美元汇价稳定，指不寻求美元贬值及汇率应由市场决定；执笔之时美汇指数回落至90.41，美股道指期货最新升53点或0.2%，纳指期货最新升0.7%。内地1月贷款市场报价利率(LPR)维持3.85%不变，上证综指全日升16点或0.5%收3,583、深证成指升1.5%、内地创业板指数涨3.9%，沪深两市成交额共9,156亿人民币。
恒指高开152点後反覆上升，中午前升幅曾收窄至34点一度低见29,676点，尾市再度发力，曾升至29,993点，最终全日升320点或1.1%，收29,962点，连升第五个交易日(累涨1,726点或6.1%)；国指今日升215点或1.8%，收11,949点；恒生科技指数升510点或5.4%，以9,885点历史新高收市。大市全日成交总额3,002.76亿元、深港通南下交易录得净流入金额分别为73.93亿及132.38亿元人民币。
港交所(00388.HK)股价升1.2%收507元，但友邦(01299.HK)及汇控(00005.HK)各回吐3.4%及1.3%，港铁(00066.HK)发盈警後今日股价跌2.7%。
【三万关遇阻 阿里系急弹】
阿里系抽上，阿里巴巴全日股价急升8.5%收265元，阿里健康(00241.HK)及阿里影业(01060.HK)全日股价各扬17.1%及3%。内媒《天目新闻》报道，蚂蚁集团上市触礁後多时未有现身的阿里巴巴创办人马云，透过视像会议形式出席教师颁奖活动，与全国100名乡村教师在网上见面，为逾两个月以来马云首次公开露面。
科技股舞高，美团(03690.HK)破顶升9%收372元，市值破两万亿水平，升至2.19万亿元；腾讯(00700.HK)今日股价攀升3.7%收679.5元。摩根大通发表报告，上调美团(评级，由「中性」升至「增持」，目标价亦由270元大幅上调至450元，估计用户增长加快，及团购业务的城市覆盖和成交总额(GMV)提升将为近期催化剂。
【沽空率上升 吉利扬半成】
港股今日主板市宽续向好，主板股票的升跌比率为27比20(上日为29比17)，上升股份1,075只(升幅4%)，恒指成份股今日26只股份上升，下跌股份26只，升跌比率为50比50(上日为92比5)。大市今日录沽空452.07亿元，占可沽空股份成2,603.47亿元的17.364%(上日为15.174%)。
吉利汽车(00175.HK)全日股价弹高5.6%收33.8元。就吉利与腾讯在杭州签署战略合作协议，双方将围绕智能座舱、自动驾驶、数字化营销、数字化底座、数字化新业务及低碳发展等领域展开全方位战略合作，花旗发表报告表示，在一周之内，吉利先後宣布将与百度，腾讯，富士康合作，认为合作为吉利提供选择，并创造更多商机，使吉利能够为「数字化」汽车行业做好充分的准备。
花旗相信，吉利与腾讯此次合作将增强公司长期竞争力，在快速数字化的世界中，吉利越来越重视智能驾驶室/自动驾驶，同时亦增强了公司的「环境、社会、企业管治」(ESG)价值。该行予吉利「买入」评级及目标价57.9元。(wl/a)
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