《即日市评》恒指续升成交降 濠赌股受捧
受腾讯(00700.HK)及美团(03690.HK)所带动下，港股今日续升。美国参众两院通过预算措施，将总统拜登1.9万亿美元抗疫纾困方案进入获批快速通道；美国总统拜登表示华府已准备好面对来自中国的激烈竞争，但他的做法将不同於前总统特朗普，会专注於国际规则亦不会掀起冲突。执笔之时美汇指数跌至91.14，美股道指期货最新升42点或0.3%，纳指期货最新升0.3%。上证综指全日升36点或1%收3,532，深证成指涨1.8%、内地创业板指数升2.6%、沪深两市成交额共8,062亿人民币。
恒指今早高开340点後反覆造好，最多曾涨417点曾高见29,706点，惟午後升幅收窄至一度仅升4点，最终全日收升30点或0.1%，报29,319点；国指跌1点，报11,560点；恒生科技指数跌38点或0.4%，报9,756点。大市全日成交总额降至1,858.02亿元，沪、深港通南下交易全日录得分别流入50.61亿及70.08亿元人民币。
【快手续造好 濠赌股受捧】
美团(03690.HK)今日股价涨1.3%收406.4元、快手(01024.HK)股价反覆升1%收303元，盘中曾高见310元及低见283元；腾讯(00700.HK)全日股价涨0.5%收736.5元。
内地传媒引述消息指，腾讯发年终奖，每名员工奖励100股腾讯股票。按上周五收市价733元计算，100股腾讯市值7.33万元。
新冠疫苗抵澳门，濠赌股获追捧，银娱(00027.HK)股价上扬2.8%，永利(01128.HK)涨3.2%，新濠(00200.HK)升2.5%，澳博(00880.HK)股价走高2.9%。汇丰环球研究发表的报告指，在港上市的澳门博彩股於2月5日升约5%，主要因为运房局在立法会指出，香港未必要等到零确诊才重开关口，相信每日新增确诊数字降至单位数或低双位数，关口亦有望重开。运房局亦指如疫苗接种率高，或可加快中港澳三地旅游气泡的潜在协定。另一方面首批国药疫苗已抵达澳门，医护、出入境职员及前线赌场员工将获优先接种，并将於农历新年期间开始接种计划。
汇丰环球研究指出，对澳门博彩股采选股策略，相估短期不确定性或限制上行空间，继续看好金沙中国予「买入」评级，目标价36.6元。
【沽空迕上升 长汽扬一成】
港股今日市宽向好，主板股票的升跌比率为27比17(上日为23比21)，恒指成份股今日23只股份上升，下跌股份25只，升跌比率为44比48(上日为58比40)；大市今日录沽空274.23亿元，占可沽空股份成1,512亿元的18,126%(上日为13.917%)
长汽(02333.HK)全日股价抽上9.7%收25.5元。内地传媒引述消息指，长汽近期或将进军芯片产业，投资汽车智能芯片创业公司地平线，双方可能还将在高级辅助驾驶(ADAS)、高级别自动驾驶、智能座舱等方向展开重点合作。
中金发表报告表示，长汽1月销量达到13.9万辆，按年升73.2%，实现大幅增长，并指今年1月中旬以来长汽A股及H股价均有所回调，回调幅度在25%左右，该行认为主要因流动性收紧、芯片供应瓶颈带动市场悲观情绪发酵等行业因素导致。从基本面，该行认为长汽强产品周期对销量和盈利的贡献，将伴随新车型上市逐步兑现到月度销量和季度盈利，并有望持续超越市场预期。(wl/a)
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