《即日市评》恒指收企三万关 腾讯市值破七万亿
市传内地短视频巨头快手将在本港公开招股，受腾讯(00700.HK)、美团(03690.HK)及港交所(00388.HK)升势带动下，恒指收市上企三万关，恒生科技指数亦突破一万点关。市场关注新冠疫情在全球发展趋势，执笔之时美汇指数处至90.16，美股道指期货最新升37点或0.1%，纳指期货最新升114点或0.9%。上证综指全日升17点或0.5%收3,624，深证成指升0.5%、沪深两市成交额共1.21万亿人民币。
恒指高开229点後升幅扩大，曾升743点一度高见30,191点，为2019年4月以来高位，全日升711点或2.4%，收30,159点；国指升283点或2.4%，收11,960点；恒生科技指数突破一万点关，全日升440点或4.5%，收10,206点，盘中见10,228点新高。大市全日成交总额2,869.09亿元，沪、深港通南下交易全日录得净流入金额分别为78.05亿及122.13亿元人民币。
【恒指企三万 腾讯呈强势】
市传快手引10基投国际配售初步已录足额认购，基石投资者包括新加坡主权基金GIC、贝莱德及淡马锡等，保荐人的华兴资本(01911.HK)股价飙升21.3%。持股快手的腾讯今日股价破顶升10.9%收766.5元，市值突破7万亿元(达到7.35万亿元)。花旗发表报告维持腾讯「买入」投资评级，而且是该行的首选及核心持有股份，目标价由原来的734元上调至876元，相当动态市盈率1.2倍，料其2020年至2023年股盈的复合增长率为29%。花旗指，随着微讯的营运踏入11周年，并秉承连接性和简单性的基本价值观，该行看到其超级应用程序生态系统的影响力日益增强。
里昂近日发表研究报告上调腾讯目标价，由715元升至820元，因上调对公司旗下网游及广告业务2022年经调整估值(至预测市盈率23倍、动态市盈率1.15倍)预测，以反映网游业务强劲趋势及小程序生态系统快速增长，维持「买入」评级。
【沽空率上升 港交所破顶】
港股今日主板市宽向好，主板股票的升跌比率为23比23(上日为15比30)，恒指成份股今日18只股份上升，下跌股份34只，升跌比率为35比65(上日为9比88)。大市今日录沽空403.71亿元，占可沽空股份成交2,461.97亿元的16.398%(上日为14.62%)。
港交所(00388.HK)股价破顶升8.3%收553元，市值破7,000亿元。据《路透》旗下IFR引述消息指，百度(BIDU.US)计划最早於今年3月在香港第二上市。早前有指百度已向联交所正式提交来港第二上市申请，其此次上市保荐团队为高盛和中信。
汽车股抽高，吉利(00175.HK)股价升5.6%，比亚迪(01211.HK)及长城汽车(02333.HK)各升9.3%及8.2%。恒大汽车(00708.HK)折让逾8%定向增发筹260亿元，全日股价飙升51.7%。
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