《即日市评》恒指「三连扬」成交缩减 快手飙一成半
受金融股及科网股所带动，港股今日续升。市场憧憬经济重启及疫苗有效解决新冠疫情，美股三大指数齐创新高，道指及纳指昨晚各升0.8%及1%；执笔之时美汇指数跌至90.65，美股道指期货最新升6点或0.02%，纳指期货最新跌0.07%。人行指不应过度关注公开市场操作量，而且不代表利率变化，中国1月新增人民币贷款3.58万亿人民币(市场原预期3.5万亿元)、中国至1月末M2增9.4%(市场预期为10.1%)，上证综指全日升71点或2%收3,603，深证成指涨2.4%、沪深两市成交额共8,374亿人民币。
恒指高开123点後，曾倒跌55点一度低见29,263点，其後回勇高见29,527点，全日升156点或0.5%，收29,476点，连升三日(累涨362点或1.2%)；国指升42点或0.4%，收11,602点；恒生科技指数升204点或2.1%，报9,961点。港股通今日起暂停，直至下周四(18日)才复市，大市全日成交总额缩减至1,499.38亿元。
【快手飙成半 将纳入指数】
市场焦点为快手(01024.HK)，全日股价抽升15.7%收350.6元，成交额128.8亿元，市值升至近1.46万亿元。恒生指数公司昨收市後公布，快手符合相关指数快速纳入规则要求，将於2月23日(周二)起正式被纳入恒生综合指数(恒生综合行业指数-资讯科技业、恒生综合大型股指数、恒生综合大中型股指数)；恒生中国企业指数(恒生中国企业等权重指数、恒生中国企业精明指数、恒生国指ESG指数)；恒生科技指数；恒生互联网科技业指数。快手在恒生中国企业指数比重为5%，在恒生科技指数比重为8%。
瑞银发表报告，首次给予快手「买入」评级，指出按用户花费的时间计，快手是中国第三大线上流量生态系统，亦为全球第二多每日活跃用户的短视频APP，其市场地位显着，拥有庞大的用户基础，变现水平落後於其他互联网企业，增长前景可期。该行予快手目标价430元，以反映2021至2022年预测市销率的16.4倍及11.2倍。
微盟(2013.HK)股价涨一成，中金称其符合MSCI季度调整纳入条件；心动(02400.HK)全日股价弹11%收100.9元，晋身「红底股」。
【沽空率回落 吉利有支持】
港股今日市宽向好，主板股票的升跌比率为28比17(上日为27比17)，上升股份1,132只(升幅4.1%)，恒指成份股今日27只股份上升，下跌股份23只，升跌比率为52比44(上日为44比48)；大市今日录沽空202.92亿元，占可沽空股份成1,219.73亿元的16.637%(上日为18,126%)。
内地1月乘用车销售按年升26%，汽车股造好，吉利(00175.HK)升3.7%报29.3元，比亚迪(01211.HK)升4%报260元。花旗发表报告指，吉利汽车今年1月在内地乘用车销售的市场占有率持续增长，批发销售了15.6万辆车，按年上升40%，按月则升1%，表现跑赢乘用车行业的按月下跌12.4%，及按年增长26.8%。(wl/u)
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