《即日市评》恒指回软三万企唔稳 比亚迪配股後上扬
恒指连升第五个交易日(累涨1,726点或6.1%)後，今日受累阿里(09988.HK)、小米(01810.HK)及友邦(01299.HK)，指数先升後回，未能收企三万关。拜登宣誓就职美国第46任总统，他在就职演说中呼吁美国人需要团结，签署15项行政命令并实施17项新政，撤销前总统特朗普所制定的政策；执笔之时美汇指数回落至90.24，美股道指期货最新升25点或0.08%，纳指期货最新升0.4%。上证综指全日升38点或1.1%收3,621，盘中曾高见3,636再刷新五年高、深证成指升近2%、内地创业板指数涨2.5%，沪深两市成交额共1.086万亿人民币。
恒指低开10点後，早段倒升173点见30,135点，午後转弱，最多跌216点见29,745点，收市前跌幅收窄，最终全日跌34点或0.1%，收29,927点；国指跌59点或0.5%，收11,889点；恒生科技指数跌75点或0.8%，收9,809点，盘中见9,981点新高。大市全日成交总额2,649.05亿元，沪、深港通南下交易录得净流入金额分别为76.16亿及93.7亿元人民币。友邦今日股价走低1.3%，但憧憬恢复派息的汇控(00005.HK)升2.5%收44.35元。
【忧监管阿里吐 腾讯曾越七百】
阿里系今日回吐，阿里巴巴全日股价下滑2.4%收258.6元，阿里健康(00241.HK)及阿里影业(01060.HK)各走低2.6%及1%。人行昨就《非银行支付机构条例》公开徵求意见，徵求意见稿以强化金融监管为重点，其中强化了支付领域反垄断监管措施，市场有分析员担心支付宝、微信支付在人行新监管权力下或被拆分。
腾讯(00700.HK)股价今早一度抽升3%盘中曾高见700元，但午後曾倒跌，最终全日仅升0.4%收682.5元。麦格理表示，近日出席了腾讯旗下微信公开课，该行估计腾讯旗下微信小程序去年总成交总额(GMV)达1.8万亿人民币，按年升122%，料较同业拼多多(PDD.US)去年GMV的1.6万亿人民币要多；该行料微信小程序日活跃用户(DAU)的平均支出按年升67%，而包裹追纵(用於实物商品)的基本服务在微信店仍未实施；若该功能在2021年落实，有助提高用户信任度和可靠性，进一步扩大相关规模。
【配股筹三百亿 比亚迪逆市涨】
股今日主板市宽略转弱，主板股票的升跌比率为24比21(上日为27比20)，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50比50)。大市今日录沽空421.39亿元，占可沽空股份成交2,270.42亿元的18.56%(上日为17.364%)。
比亚迪(01211.HK)全日股价上扬1.8%收248.4元。比亚迪配售1.33亿股H股，占扩大後已发行H股数目约12.69%、及配售股份配发及发行後经扩大已发行股份总数的约4.65%，每股配售价为225元，较昨日(20日)收市价折让7.8%。公司预计配售所得款项净额将约为298.01亿元，将用作集团补充营运资金、偿还带息债务、研发投入以及一般企业用途。
中信证券发表报告表示，比亚迪增发融资完成，获全球众多顶级长线、主权基金等过200家机构投资者参与，获多倍超额认购，是近五年以来15亿美元以上折扣最小的香港新股配股，属中国新能源汽车行业目前最大股权融资项目。该行指比亚迪目前基本面向好，全新旗舰车型「汉」开启了新一轮景气上行周期，公司电子业务快速增长，业务分拆有望推动电动制造业务的内在价值，维持对其「买入」评级。(wl/u)
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