《即日市评》恒指回升 全日波幅620点 小米曾急弹12%
港股今日反覆造好。美股道指昨晚跌119点或0.4%，纳指下滑0.7%，美国财长耶伦表示仍需采取大规模刺激措施来让经济恢复全面增长，她希望中国能继续履行贸易承诺，现阶段会保留对中国商品所加徵的关税，美国亦正评估对华的工作方针；执笔之时美汇指数跌至90.32，美股股道指期货最新跌1点，纳指期货最新升0.1%。上证综指升0.6%收3,696、深证成指升0.4%，内地创业板指数下滑1%，沪深两市成交额1.04万亿人民币。
恒指低开111点，早段跌幅曾扩大至495点一度低见30,099点，其後跌幅收窄，尾市曾倒升124点曾高见30,720点，最终全日升49点或0.2%，收30,644点，全日高低波幅620点；国指升65点或0.5%，收12,106点；恒生科技指数跌30点或0.3%，收10,560点。大市全日成交总额2,532.8亿元，沪、深港通南下交易全日录得净流入金额分别为22.98亿及39.19亿元人民币。
恒指本周累升471点或1.6%、国指本周累升226点或1.9%、恒生科指本周累升149点或1.4%。市场憧憬疫苗接种後环球经济复苏，港股随美股持续向上，恒指周中更创两年半高位。
【传造车炒上 小米急弹高】
小米(01810.HK)成市场焦点，股价尾市曾急弹12%见32.3元，全日收市升6.4%报30.65元。据内媒《晚点LatePost》引述消息指，小米已确定造车，并视其为战略级决策，或将由小米集团创始人雷军亲自带队，不过具体形式和路径还未确定，或许仍有变数。而小米集团回应内媒查询有关最新造车传闻时指，「晚点等公告」，更多信息暂不予回应。
水泥股舞高，金隅(02009.HK)、润泥(01313.HK)及海螺水泥(00914.HK)各升5.2%、7.2%及9.6%，中建材(03323.HK)股价弹14.7%。瑞信发表报告指，为响应政府呼吁农历新年「就地过年」，估计今年内地建设项目会提前开始，指内地农历新年过後的水泥需求强劲，预料今年农历新年平均出货率较去年同期高十个百分点。该行预计水泥需求会有强劲复苏，估计今年首季平均水泥出货量按年上升约20%，预示良好的水泥价格及企业盈利。
【升股一千只 中移动强势】
港股今日市宽改善，主板股票的升跌比率为25比21(上日为14比34)，上升股份1,040只(升幅3.8%)，恒指成份股今日29只股份上升，下跌股份22只，升跌比率为56比42(上日为27比67)；大市今日录沽空292.03亿元，占可沽空股份成交2,150.82亿元的13.578%(上日为14%)。
中资电讯股上扬，中移动(00941.HK)股价造高6.4%报53.75元，联通(00762.HK)升6.9%。中电信(00728.HK)股价抽上9.8%，中国铁塔(00788.HK)股价亦升4.2%。据《央视财经》引述中移动董事长杨杰表示，截止到2020年年底，中国移动已累计开通39万个5G基站，为全国所有地级市和部份重点县城提供了5G服务。(wl/a)
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