《即日市评》中央经济增长目标6%以上 恒指守两万九
受科技股跌势拖累下，港股今日续跌。美联储局主席鲍威尔称目前宽松政策合适，美国昨晚十年期国债券孳息率升7.8点子报1.547厘，美股道指及纳指昨晚各跌1.1%及2.1%。执笔之时美汇指数升至91.94，美股道指期货最新跌91点或0.3%，纳指期货最新跌0.3%。第十三届全国人民代表大会第四次会议今早开幕，今年GDP目标增6%以上及CPI升约3%，总理李克强称要推动实际贷款利率进一步下降；上证综指全日跌0.04%收3,501、深证成指微跌0.03%，沪深两市成交额8,765亿人民币。
恒指今早低开569点，早段曾跌723点一度低见28,513点，其後跌幅显着收窄，午後曾倒升160点一度高见29,397点，最终全日跌138点或0.5%，收29,098点；国指跌33点或0.3%，收11,292点；恒生科技指数跌185点或2.1%，收8,634点。大市全日成交总额2,404.36亿元，沪、深港通南下交易全日录得净流入金额分别为21.55亿及24.84亿元人民币。
恒指本周累升118点或0.4%、国指本周累升45点或0.4%、恒生科指本周累跌320点或3.6%。市场担心美国未来再通胀风险，忧虑十年期美国债券孳息率上升，不利全球经济前景。
【定经济增长目标 工行农行股价涨】
国家政府工作报告设定今年GDP目标增6%，「百业之母」的内银股造好，工行(01398.HK)全日股价上扬3.6%收5.47元，农行(01288.HK)涨4.4%收3.07元。国务院政府工作报告显示，内地今年发展仍面临不少风险挑战，但经济长期向好的基本面未变。今年发展主要预期目标为，国内生产总值增长6%以上；城镇新增就业1,100万人以上，城镇调查失业率5%左右；居民消费价格涨幅约3%。
国家发改委主任何立峰表示，总理李克强在政府工作报告提出了今年和「十四五」时期的主要工作部署，今年的目标任务已经确定，提出经济增长6%以上。他称内地1、2月份出口增长可能超过50%，PMI等先行指标一直保持在50%以上，用电量、发电量的增长幅度一直保持在20%以上，铁路日装车量等货运指数增长幅度一直保持在10%以上。此都说明中国企业适应形势发展变化的能力很强，中国经济的韧劲很强，中国经济发展的後劲很强。因此，中央政府有信心、有决心及有实力实现今年的目标任务。
【大市沽空率上升 中移动逆市上扬】
港股今日市宽续弱，主板股票的升跌比率16比39(上日为10比37)，下跌股份1,226只(跌幅2.9%)，恒指成份股今日18只股份上升，下跌股份33只，升跌比率为35比63(上日为31比67)；大市今日录沽空335.96亿元，占可沽空股份成交2,053.81亿元的16.358%(上日15.613%)。
部份中资电讯股有支持，中移动(00941.HK)股价扬3.4%收56.85元，中国铁塔(00788.HK)股价弹高5.1%。瑞信发表研究报告指，中资电讯商收入於去年第四季加速，令市场对行业基本面重拾信心。中移动为行业首选，因其派息率达6.1%较吸引。该行同时亦看好中国铁塔，认为目前有超卖迹象，而且其盈利有机会超出预期。(wl/u)
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