《即日市评》恒指「收炉」鼠年累涨8% 晶片股今上扬
港股今日鼠年「收炉」仅半日市，受美团(03690.HK)及金融股所带动持续向上。据《央视》报道，国家主席习近平与美国总统拜登通电话，两国元首就中国牛年春节相互拜年，并就双边关系和重大国际及地区问题深入交换意见；据外电引述美国官员称，拜登与习近平打交道时会持务实及强硬态度，冀与中国保护开放的沟通渠道。执笔之时美汇指数升至90.4，美股股道指期货最新升30点或0.1%，纳指期货最新升0.1%。内地A股因春节今日起至2月17日(年初六)休市，下周四(18日，年初七)复市。
恒指今早低开43点，早段曾跌210点见29,828点，其後在科技股带动下倒升145点，一度高见30,184点，最终全日升134点或0.4%，收30,173点；国指升70点或0.6%，收11,880点；恒生科技指数升196点或1.9%，以10,411点新高收市。大市全日成交总额920.87亿元。沪、深港通南下交易因农历新年假期暂停。
恒指於己亥猪年累跌40点或0.1%後，於庚子鼠年期间受新冠在全球大流行影响，多国曾采取封关或「封城」等措施，商品市场大幅波动，其後全球央行大量「放水」救市，中国内地较早控制疫情令经济稳步回升；拜登当选为新一届美国总统，市场憧中美紧张关系可稍为缓和及预期新冠疫苗推出，恒指近日亦重上三万点关。而恒指於庚子鼠年累升2,223点或8%，国指累升904点或8.2%。
【鼠年累升8% 晶片股今扬】
国家主席习近平与美国总统拜登通电话，就双边关系和重大国际及地区问题深入交换意见。小米(01810.HK)股价涨2.2%收28.05元。半导体股有支持，中芯(00981.HK)股价上扬4%收25.7元，华虹半导体(01347.HK)股价弹高7.6%收60.25元。
摩根士丹利发表报告重申华虹半导体「增持」评级，并将目标价自35元上调至59元，主要反映其无锡半导体制造厂资本开支投入更加积极。该行上调今明两年产能预测分别12%及20%。加上现时8寸晶圆代工供应短缺，该行提升今明两年销售均价预测分别4%及1%。
【上升股一千只 平安好医生弹】
港股今日市宽向好，主板股票的升跌比率为27比14(上日为30比15)，上升股份1,093只(升幅3.6%)，恒指成份股今日32只股份上升，下跌股份16只，升跌比率为62比31(上日为85比6)；大市今日录沽空149.4亿元，占可沽空股份成773.47亿元的19.315%(上日为15.473%)。
平安好医生(01833.HK)全日股价抽升21.1%收128元。平安好医生去年亏损扩大至9.48亿元人民币，对比2019年同期蚀7.34亿元人民币。期内营业额68.66亿人民币按年升35.5%，当中在线医疗收入按年升82.4%至15.65亿人民币，占集团整体收入的比重达到22.8%。被网民称为「女股神」之Catherine Wood旗下交易所买卖基金ARKF日前买入平安好医生49.78万股，占基金比率0.17%。
麦格理日前发表报告指出，平安好医生去年下半年收入按年增长48%，较该行预期高出13%，其中线上医疗服务增长67%，主要受会员销售增长所带动。该行指，平安好医生的流量转向内生增长，积极扩展医疗团队并控制费用水平，导致月活跃用户增长速度放慢，每位医生每日诊症次数也有所减少，但相信是改善用户体验及付费用户转化的积极表现，目标价由110元上调至123元，重申「跑赢大市」评级。(wl/u)
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