《即日市评》恒指改革建议「出炉」 新贵及科技股舞高
恒指上周累跌1,664点或5.4%後，今日呈回升。澳洲央行上周出手干预缓解债市抛售，美国国债债息亦回吐，美国十年期国债券孳息率跌5.4点子报1.459厘，美股上周五个别发展，道指跌1.5%及纳指升0.5%，执笔之时美汇指数升至90.99，美国众议院通过总统拜登提出的1.9万亿美元抗疫刺激经济方案，美股道指期货最新升318点或1.1%，纳指期货最新升1.5%。中国2月官方制造业PMI50.6低於市场预期51.1、中国2月财新制造业回落至PMI录50.9逊预期。上证综指全日升1.2%收3,551、深证成指亦涨2.4%，沪深两市成交额8,732亿人民币。
科技股受捧，腾讯(00700.HK)全日扬5.2%收697元，美团(03690.HK)股价抽上7.9%收366.8元。中资电讯股俏升，中移动(00941.HK)股价弹4.9%。
【电讯及科技股舞高 恒指改革建议「出炉」】
下月中将「染蓝」的新贵阿里健康(00241.HK)全日股价抢升9.4%收28.45元、龙湖集团(00960.HK)股价升近4%，海底捞(06862.HK)抽上8.2%收68.85元。就恒生指数公司宣布季检结果，所有变动於3月15日起生效，成份股数目将由52只增加至55只，中金发料蓝筹此次纳入阿里健康、龙湖集团和海底捞3只股票，纳入权重分别为0.89%、0.62%和0.58%，料被动资金流入最大的包括阿里健康(料净流入1.93亿美元(近15亿港元))、龙湖集团(料净流入1.34亿美元(近10.4亿港元))、海底捞(料净流入1.26亿美元(近9.77亿港元))。
恒指服务公司收市後公布优化「恒生指数」建议之谘询总结，目标於2022年中前透过定期指数检讨将恒指成份股数目增加至80只，而最终数目将固定为100只、放宽纳入指数上市历史要求缩短至三个月，为指数适时纳入新上市股份提供灵活性。而恒生指数公司将维持香港公司成份股的数目为20至25只；当局指所有恒生指数成份股，包括同股不同权/第二上市成份股，将划一权重上限为8%。此权重上限将同时适用於恒生中国企业指数。上述变动将於今年5月份之指数检讨开始实施，并於今年6月份之指数调整中生效。
【大市沽空率录上升 港交所股价受追捧】
港股今日市宽改善，主板股票的升跌比率32比14(上日为9比39)，上升股份1,295只(升幅3.8%)，恒指成份股今日25只股份上升，下跌股份27只，升跌比率为48比52(上日为4比94)；大市今日录沽空254.84亿元，占可沽空股份成1,790.55亿元的14.232%(上日12.997%)。
港交所(00388.HK)全日股价弹高3.5%收489.6元。摩根大通发表报告表示，基於港交所(00388.HK)多年来每股盈利之高增长，将其评级由「中性」上调至「增持」，且目标价由500元升至545元，相当预测市盈率39.8倍，料其2020年至2023年每股盈利复合增长率为29%。
该行相信调整令港交所估值处更吸引水平；又指上调印花税的影响轻微，估计量化基金的价格敏感性也不高。
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