《即日市评》恒指本周累涨千点 快手登场飙1.6倍
受友邦(01299.HK)及汇控(00005.HK)升势所带动下，恒指今日回升。美国上周新申领失业救济人数减少，企业业绩理想，美股道指及纳指昨晚各升1.1%及1.2%，执笔之时美汇指数跌至91.35，美股道指期货最新升57点或0.2%，纳指期货最新升0.3%。上证综指全日跌5点或0.2%收3,496，深证成指跌0.7%、沪深两市成交额共8,911亿人民币。
恒指高开191点，早段曾升382点一度高见29,495点，其後升幅收窄，最终全日升175点或0.6%，收29,288点；国指跌2点或0.02%，收11,561点；恒生科技指数跌102点或1%，收9,795点。大市全日成交总额2,393.75亿元，沪、深港通南下交易录得净流入金额分别为35.97亿及58.12亿元人民币。友邦全日股价涨2.2%收100元，汇控升1.7%收41.7元。首批国药10万剂新冠疫苗今日抵澳门，濠赌股上涨，银娱(00027.HK)弹高6.3%。
恒指本周累升1,004点或3.5%、国指本周累升352点或3.1%、恒生科指本周累升437点或4.7%。美国总统拜登表明或在没有共和党支持下推动刺激经济方案，科网巨企阿里巴巴(09988.HK)公布上季非公认会计准则净利润略高预期，市场传出蚂蚁拟剥离消费信贷数据业务，并於两年内重启上市计划。
【快手今挂牌 股价升1.6倍】
市场焦点快手科技(01024.HK)首日挂牌，股价高开1.9倍报338元，最多升2倍至345元遇压，以全日低位收报300元，仍较上市价115元，高185元或1.6倍，成交近1.2亿股，涉资375亿元。不计手续费，每手100股，账面赚1.85万元。
华创证券发表报告表示，首予快手「推荐」评级，予目标价区间248至304元。该行预计快手2020年至2022年营收分别为585.3亿、794.5亿和1,018亿人民币按年增速分别为49.6%、35.7%、28.1%。按单日活用户价值：对标同为内容平台的哔哩哔哩(BILI.US)，给予快手单日活跃用户为500至600美元价值，对应快手市值估值应为1,300亿至1,560亿美元(约1万亿至1.21亿港元)，对应快手目标价248至304港元。
【沽空率下降 中芯绩後挫】
港股今日市宽向好，主板股票的升跌比率为23比21(上日为16比27)，恒指成份股今日30只股份上升，下跌股份21只，升跌比率为58比40(上日为37比60)；大市今日录沽空284.49亿元，占可沽空股份成2,044.19亿元的13.917%(上日为18.914)。
中芯国际(00981.HK)全日股价挫10.6%收24.4元。摩根大通发表报告，指中芯公布去年第四季业绩及今年首季指引，末季收入及今年首季收入指引轻微胜预期，不过对2021财年指引则稍差於市场预期，主要因为被列入美国实体清单後的不确定性。虽然产能充分利用，不过毛利率仍然受压令人失望，主要因为折旧较多，公司计划扩充额外产能至8寸及12寸晶圆，不过在现有限制下能否执行仍存在不确定性。该行维持对中芯「减持」评级，目标价20元。(wl/a)
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