《即日市评》北水回复净流入 港股回升 内房股强势
恒指昨跌914点或3.4%後，今日回升。美联储主席鲍威尔称需要三年以上时间通胀才能升至政策目标，意味美联储计划长期不加息，提振市场信心，美股道指及纳指昨晚各跌1.4%及1%，执笔之时美汇指数跌至89.87，美股道指期货最新升58点或0.2%，纳指期货最新跌0.4%。上证综指3,600点得而复失，全日升0.6%收3,585、深证成指下滑0.3%，内地创业板指数下滑1%，沪深两市成交额9,341亿人民币。
恒指高开455点，早段升幅曾收窄至114点一度低见29,833点，其後升幅再度扩大至734点一度高见30,453点，尾市升幅收窄。全日升355点或1.2%，收30,074点；国指升207点或1.8%，收11,717点；恒生科技指数升135点或1.5%，收9,496点。大市全日成交总额2,568.02亿元，沪、深港通南下交易录得净流入金额分别为8.34亿及32.93亿元人民币。百威亚太(01876.HK)去年少赚43%，全日股价挫7.4%。
汇控(00005.HK)全日股价上扬3.4%收47.65元，港交所(00388.HK)反覆跌1.8%险守500元关。
【北水复流入 内房股受捧】
内房股受捧，融创中国(01918.HK)全日股价抽上12.4%收33.9元，华润置地(01109.HK)弹高11.2%收36.65元，中国海外(00688.HK)股价扬7.7%，合景泰富(01813.HK)飙23.7%。内地多市政府(包括青岛市、河南省郑州市及天津市)发布通知，指今年将推行住宅用地「集中供地」模式，分析料措施将有助土地溢价率下降，修复项目利润率。
汇丰环球研究发表报告表示，今年至今内房股表现为最差的板块，以每股资产净值折让、市盈率及市帐率而言估值处於低谷水平，认为板块再下行的空间不大，反而相信在即将到来业绩期，可以通过更具建设性的增长指引来提振投资者的低迷情绪。同时「三条红线」准则下将增强内房股资产负债表现，亦可能导致股票大幅上涨。该行指，整体相信内房股去年业绩稳健，平均股息收益率为7.9%，预期3月业绩期成为催化剂，内房股会出现「V型」反弹，当中看好润地、旭辉(00884.HK)及龙光(03380.HK)。
【升股千四只 渣打绩後软】
港股今日市宽改善，主板股票的升跌比率36比12(上日为9比40)，上升股份1,453只(升幅3.8%)，恒指成份股今日37只股份上升，下跌股份13只，升跌比率为71比25(上日为19比79)；大市今日录沽空310.76亿元，占可沽空股份成2,235.3亿元的13.9%(上日13.408%)。
银河娱乐(00027.HK)股价跌1.1%收74.05元。花旗发表报告指，银娱公布去年第四季净收入录51.03亿元按年跌61%，经调整EBITDA按年下跌约75%至10.1亿元，远超该行预期的9.16亿元及市场普遍预期的9.15亿元，相信主要是由於银河娱乐场及星际娱乐场的中场赌台收入好过预期。该行指，银娱的资产负债表依然表现强劲，予目标价72元，评级「买入」。
渣打(02888.HK)全日股价下滑1.9%收54.1元。瑞银发表报告表示，渣打公布去年第四季经调整拨备前溢利大致符合预期，主要是信贷减值较少及资本水平理想，指渣打上季基本除税前溢利(亏损1.92亿美元)表现，较市场原预期高29%，拨备前溢利低市场预期16%，但若撇除一次性因素後则符合预期。(wl/a)
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