《即日市评》恒指涨逾2% 成交降两成 金融股领航
受金融股及腾讯(00700.HK)所带动下，港股今日回升。市场观望美国国会通过新一轮刺激经济方案的进展，美股道指及纳指昨晚各跌0.5%及1.7%，而多名联储局官员(包括理事布雷纳德及三藩市联邦储备银行总裁戴利)称对维持量宽保持耐性；执笔之时美汇指数跌至90.81，美股道指期货最新升178点或0.6%，纳指期货最新升0.9%。中国2月财新服务业PMI降至51.5，创十个月低及符预期，上证综指全日升近2%收3,577、深证成指涨1.2%，沪深两市成交额8,632亿人民币。
恒指高开153点後升幅扩大，最多升816点一度高见29,912点，最终全日升784点或2.7%，收29,880点；国指升304点或2.7%，收11,666点；恒生科技指数升108点或1.2%，收9,366点。大市全日成交金额缩减20%至1,850.23亿元，沪、深港通南下交易录得净流入金额分别为51.88亿及21.16亿元人民币。腾讯(00700.HK)及港交所(00388.HK)股价各升3.6%及2.1%。
【恒指升成交降 内银内险股强】
中资金融股走强，中国平安(02318.HK)及太保(02601.HK)股价升3.3%及5.1%，建行(00939.HK)股价弹高5.6%收6.4元，工行(01398.HK)涨5.8%，而招行(03968.HK)股价抢上7.9%收62.95元。据《中国证券报》在头版刊登文章引述分析指，预计3月资金面将继续以稳为主，最大的扰动项料来自於财政支出和季末考核，而两者在一定程度上互为对冲。另外，定向降准可能适时落地，但预计释放的资金相对有限。
中金发表报告指，国新办举行推动银行业保险业高质量发展新闻发布会，其中提及贷款利率预期回升、各项金融风险有序化解。该行重申看好今年银行业绩和股价表现，息差企稳、信用成本自高位回落，银行业利润增长速度可能创过去五年最高值。与此同时，各类潜在问题资产风险有序出清，有利於行业估值修复。
【升股录千二只 濠赌股受追捧】
港股今日市宽改善，主板股票的升跌比率31比15(上日为16比30)，上升股份1,244只(升幅3.7%)，恒指成份股今日48只股份上升，下跌股份4只，升跌比率为92比7(上日为17比83)；大市今日录沽空258.96亿元，占可沽空股份成1,543.49亿元的16.778%(上日15.47%)。
中资电讯股亦舞高，中移动(00941.HK)股价涨2.3%，联通(00762.HK)及中电信(00728.HK)股价分别涨3.4%及5%。摩根士丹利发表报告表示，去年第四季中资电讯业服务收益持续录4%的平均升幅，预期中资电讯股可达去年全年盈利指引，更料在资本开支控制下，今年度收益及盈利有进一步改善。
濠赌股抽上，银娱(00027.HK)股价上扬7.7%，金沙中国(01928.HK)股价走高5.5%，而新濠国际(00200.HK)股价涨6.2%。摩根大通发表研报指，澳门当局放宽进入赌场的防疫限制，自3月3日起进入娱乐场所无须再出示核酸检测阴性证明，考虑到入境澳门的防疫要求不变，预期对澳门旅客入境数量无影响。该行表示，内地早前撤除高风险地区的部分防疫措施，憧憬北京及澳门当局将陆续放宽更多限制，认为影响正面，指随着业务至2022年恢复正常，预期行业有足够上升空间。(wl/a)
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