《即日市评》北水净流出 港股急吐 药明生物捱沽
恒指昨升784点或2.7%後，今日受外围拖累向下。报道指欧央行货币政策委员不愿干预债息上升，美国十年期国债券孳息率升5.6点子报1.469厘，美股昨晚下滑，道指及纳指各跌0.4%及2.7%；美国国务卿布林肯发表首次重要外交政策演说，形容中国是美国本世纪最大的地缘政治考验，与中国竞争将是美国面临的主要挑战，执笔之时美汇指数升至91.16，美股道指期货最新升25点或0.08%，纳指期货最新升0.1%。全国政协十三届四次会议今午在北京开幕，上证综指全日跌2.05%收3,503、深证成指下滑3.5%，内地创业板指数跌4.9%，沪深两市成交额9,720亿人民币。
恒指低开354点後跌幅扩大，曾跌778点一度低见29,102点，最终全日跌643点或2.2%，收29,236点；国指跌340点或2.9%，收11,325点；恒生科技指数跌546点或5.8%，收8,819点。大市全日成交总额回升至2,243.54亿元，沪、深港通南下交易录得净流出金额分别为1.39亿及12亿元人民币。
【北水录流出 科技股捱沽】
科技及手机设备股捱沽，美团(03690.HK)股价下滑8.7%收340元，快手(01024.HK)股价走低5.5%，而腾讯(00700.HK)股价走低4.6%收690元，阿里巴巴(09988.HK)跌2.2%。舜宇光学(02382.HK)股价下挫6.8%收190.6元。
中银香港(02388.HK)今日股价逆市上扬2.5%收27元，成为升幅最大蓝筹股。高盛近日发表报告，重申对中银香港「买入」投资评级，目标价上调至35.5元，潜在升幅38%。该行认为，中银香港受利率对盈利敏感度影响达到2倍，在同业中属落後水平；该行亦指中银目前预测市盈率估值较同业恒生(00011.HK)折让40%，随着本港经济复苏，料市场对中银估值折让会收窄。
【跌股千五只 药明生物挫】
港股今日市宽转弱，主板股票的升跌比率10比37(上日为31比15)，下跌股份1,508只(跌幅3.6%)，恒指成份股今日16只股份上升，下跌股份35只，升跌比率为31比67(上日为92比7)；大市今日录沽空294.21亿元，占可沽空股份成交1,884.43亿元的15.613%(上日16.778%)。
药明生物(02269.HK)全日股价下挫10.2%收92元，成跌幅最大蓝筹股。瑞信发表报告指，最近Vir研发新冠中和抗体(VIR-7831)临床三期失败，而药明生物与Vir有研究协议，消息或为药明生物股价带来波动，惟该行料对药明生物实际收入影响有限；同样地，近期Amicus研发AT-GAA失败(潜在为药明生物的第三期项目)，涉及晚发型庞贝氏症之药物，同样应不会对公司收入带来有显着影响。
瑞信予药明生物「跑赢大市」评级，目标价130元，预期公司会在业绩会议上阐述良好的盈利情况、在手工作进展、发展新的mRNA研发与制造平台，与潜在CMO项目最新情况。(wl/u)
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