《即日市评》恒指「三连跌」累挫逾1,600点 友邦腾讯弱
受金融及科网股拖累下，恒指今日续向下。联储局昨晚维持联邦基金指标利率在零至0.25%区间不变符预期，联储局主席鲍威尔指经济复苏步伐令人担忧，美股昨晚创三个月最大跌幅，道指下滑2.05%、纳指跌2.6%；执笔之时美汇指数升至90.74，美股道指期货最新跌173点或0.57%，纳指期货最新跌1.3%。人行进行1,000亿人币逆回购操作、单日净回笼1,500亿人币，为去年10月份以来最大规模；上证综指全日跌68点或1.9%收3,505创三周低，深证成指跌3.3%、沪深两市成交额共9,156亿人民币。
港股今日期指结算，恒指今早显着低开382点後反覆走弱，尾市跌幅扩大，一度急挫830点一度低见28,467点，最终全日收跌746点或2.6%，报28,550点，连跌三日(累跌1,608点或5.3%)；国指跌317点或2.7%，报11,334点；恒生科技指数跌434点或4.4%，报9,372点。大市全日成交总额2,698.81亿元，沪、深港通南下交易全日录得分别流入40.82亿及72.48亿元人民币。舜宇(02382.HK)股价跌6.8%、创科(00669.HK)大跌7.6%，为表现最差的蓝筹股。
【恒指三连跌 友邦腾讯弱】
科网股受压，腾讯(00700.HK)全日股价跌2.9%收681元，阿里巴巴(09988.HK)股价下滑3.2%，美团(03690.HK)股价走低2.3%。金融股亦造淡，汇控(00005.HK)股价下滑2.8%收41.55元，友邦(01299.HK)全日股价下滑4.7%收95.1元。
大和发表报告，预期友邦2020年内涵价值将按年增长5%，其中去年下半年将较去年上半年增长9%，料去年全年新业务价值(VNB)降低34%，每股派息增加5%。该行估计，友邦去年第四季VNB表现较疲软，将在今年首季入帐中反映，预期上季度内地业务VNB按年跌20%至30%，主要由於重大疾新病定义将於今年2月1日生效，因此往年通常在1月进行的年度产品升级，今年将延至2月份。而大和重申对友邦的「买入」评级，维持目标价125元。
【跌股千四只 百威逆市扬】
港股今日市宽转弱，主板股票的升跌比率为10比36(上日为19比25)，下跌股份1,465只(跌幅3.5%)，恒指成份股今日7只股份上升，下跌股份42只，升跌比率为13比81(上日为60比37)；大市今日录沽空347.33亿元，占可沽空股份成2,305.22亿元的15.067%(上日为13.605%)。
百威亚太(01876.HK)今日股价逆市上扬4.9%收27元，为升幅最大蓝筹股。汇丰研究发表报告表示，即使疫情持续，但基於百威亚太低库存的因素下，料今年集团於主要市场现复苏。该行将其2020至2022年度收益预测下调1.7%，且将盈利预测分别降5.6%、1.6%及1.6%，但不影响其现金流量预测，故维持其「买入」评级及目标价30元。(wl/a)
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