《即日市评》港股牛年首日升至两年半高 汇控及本地消费股强
受汇控(00005.HK)等金融股带动下，港股今日於牛年首个交易日向上。市场憧憬疫苗接种後环球经济复苏，美股道指上周五升27点或0.1%、标普500指数及纳指再破顶均涨0.5%，纽约期油电子交易时段升穿60美元见十三个月高；日经指数今日收市升383点或1.3%续创近三十一年高，执笔之时美汇指数跌至90.26，美股股道指期货最新升200点或0.6%，纳指期货最新升0.4%。内地A股因春节自2月11日起至2月17日(年初六)休市，本周四(18日，年初七)复市。
恒指高开502点後，升幅曾收窄至323点一度低见30,497点，其後升幅扩大至619点见30,793点，最终全日升573点或1.9%，收30,746点，连升六日(累涨1,633点或5.6%)，创32个月高位；国指今日升155点或1.3%，收12,036点；恒生科技指数升283点或2.7%，收10,694点。大市全日成交总额2,197.82亿元，沪、深港通南下交易因内地农历新年假期暂停。
【汇控受追捧 港消费股扬】
汇控全日股价抽升7.7%收45.75元，渣打(02888.HK)股价亦弹高6.8%。本港疫情见缓和，九仓置业(01997.HK)弹高10%，新世界(00017.HK)及长实集团(01113.HK)各升4.8%及4.3%。本地消费股莎莎(00178.HK)及周大福(01929.HK)各涨17.8%及7.3%。
科技股走个别，腾讯(00700.HK)及美团(03690.HK)股价各下滑1.6%及1.3%，但小米(01810.HK)全日股价上扬5.3%收29.55元。高盛发表报告指，与小米首席财务官举行电话会议後，确认了该行对其正面看法，认为其智能手机x AIoT的策略执行成功，配合研发开支充足(据雷军之前所说，料2021年研发开支将按年增30-40%)，产品线强劲。而小米管理层相信公司经过去年第三、四季升势後，有望成为全球第三大智能手机生产商。
【沽空率下降 石油股抽上】
港股今日市宽向好，主板股票的升跌比率为36比13(上日为27比14)，上升股份1,465只(升幅5.4%)，恒指成份股今日49只股份上升，下跌股份3只，升跌比率为94比5(上日为62比31)；大市今日录沽空261.08亿元，占可沽空股份成交1,863.51亿元的14.01%(上日为19.315%)。
中资石油股抽上，中石油(00857.HK)全日弹高13.2%收2.75元，中海油(00883.HK)及中石化(00386.HK)股价各扬9.5%及8.1%，中海油服(02883.HK)抢升10.5%。原油价格上升，市场憧憬疫苗接种推升能源需求，加上美国德州寒潮导致炼油设施关闭。纽约3月期油在电子交易时段升0.63美元或1.1%，收报60.1美元，曾见60.95美元，为去年1月8日以来高位。布兰特4月期油升0.7美元或1.1%，收报63.13美元。盘中见63.76美元，为去年1月22日收来高位。
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