《即日市评》恒指反覆跌 中移及中海油齐弹高
受友邦(01299.HK)及腾讯(00700.HK)跌势所拖累，港股今日反覆造淡。市场消化企业业绩，并观望美联储议息会议後的货币政策，美股昨晚倒跌，道指及纳指均下滑0.1%；执笔之时美汇指数处90.3，美股道指期货最新跌93点或0.28%，纳指期货最新升0.4%。人行今日单日净回笼1,000亿元人民币，上证综指全日升3点或0.1%收3,573，深证成指跌0.4%、沪深两市成交额共9,231亿人民币。
恒指今早高开165点後一度升245点，惟其後走势反覆，早段倒跌最多挫196点曾低见29,194点，最终全日收跌93点或0.3%，报29,297点；国指跌44点或0.4%，报11,651点；恒生科技指数跌159点或1.6%，报9,807点。大市全日成交总额2,551.25亿元，沪、深港通南下交易全日录得分别流入85.85亿及144.32亿元人民币。
科网股走个别，腾讯及美团(03690.HK)各下滑2.4及3.9%，阿里巴巴(09988.HK)回升2.6%；友邦全日股价跌0.9%收99.75元。
【中海油受捧 中移逆市扬】
中海油(00883.HK)全日股价逆市上扬6.1%收8.06元。摩根大通发表报告表示，调对中海油目标价由9元升至9.5元，维持「增持」评级，为反映对布兰特期油较高预测，决定调高对其今明两年每股盈利预测均18%。该行指中海油现估值仅预测今年市盈率8倍，较内地同业约9倍至13倍为低。
中资电讯股向上，中移动(00941.HK)全日股价抢高5.3%收47.9元，中电信(00728.HK)股价涨5.6%。摩根大通发表报告指出，中移动早前曾公布与中国广电订立5G共建共享具体合作协议，并对此感到正面。双方将共同建设700MHz无线网络，中移通信向中国广电有偿共享2.6GHz网络。该行认为，对於中移动主要好处是使用700MHz的权利，这将使其能够以经济高效的方式推出5G覆盖范围，予中移动投资评级「增持」，目标价73元。
【跌股一千只 吉利长汽弱】
港股今日市宽转弱，主板股票的升跌比率为19比25(上日为13比34)，下跌股份1,029只(跌幅2.8%)，恒指成份股今日31只股份上升，下跌股份19只，升跌比率为60比37(上日为25比71)；大市今日录沽空293.13亿元，占可沽空股份成2,154.99亿元的13.605%(上日为13.134)。
部份中资汽车股有沽压，吉利(00175.HK)股价挫5.1%收31.7元，长汽(02333.HK)全日股价走低6.2%，比亚迪(01211.HK)股价下滑2.8%，恒大汽车(00708.HK)股价挫5.5%。《新华社》发表评论员文章，指近年来新能源汽车行业不断发展壮大，成为促进经济增长的重要引擎。然而，屡屡出现的行业浮夸现象、不实宣传、安全事故，值得引起高度重视，要警惕新能源汽车行业浮夸炒作风。
该文章认为，少「吹牛」多实干，新能源汽车「浮夸炒作风」当休，并称经历了多年的攻坚发展，中国部分车企在电池等领域积累了一定优势，但与欧美传统车企相比，在整车技术、控制系统、内饰工艺等方面仍有一定差距。中国汽车制造企业的爬坡跃升之路仍路漫且长，仰望星空更要脚踏实地。(wl/a)
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