《即日市评》恒指「三连跌」 科技股受压 银行股逆市跑出
恒指今日续跌及失守两万九关。美股道指及纳指上周五各升1.9%及1.6%，但因沙地阿拉伯石油设施遭到袭击，布兰特期油首次突破70美元，纽约期油亦触及两年多以来的新高，令市场关注通胀上升风险；执笔之时美汇指数升至92.23，美股道指期货最新跌34点或0.1%，纳指期货最新跌1.6%。内地外汇储备连跌两个月，上证综指全日跌2.3%收3,421、深证成指下滑3.8%，内地创业板指数跌近5%，沪深两市成交额9,793亿人民币。
港股受科技股拖累下反覆向。恒指高开264点，早段曾升288点一度高见29,386点，其後掉头向下，尾市曾跌676点曾低见28,422点，全日跌557点或1.9%，收28,540点，连跌三日(累跌1,339点或4.5%)；国指全日跌277点或2.5%，收11,014点；恒生科技指数跌552点或6.4%，收8,081点。大市全日成交总额2,767.8亿元，沪、深港通南下交易录得净流出金额分别为40.91亿及43.13亿元人民币。吉利(00175.HK)股价下滑9.4%，药明生物(02269.HK)全日股价续挫9.7%收80.85元。
【恒生科指挫 中银逆市扬】
科技股捱沽，腾讯(00700.HK)跌5.4%报642.5元，阿里巴巴(09988.HK)跌2.8%报220.6元，美团(03690.HK)跌8.4%报308.8元，小米(01810.HK)跌8.6%报22.35元，快手(01024.HK)跌6.7%报266元。
银行股逆市上扬，汇控(00005.HK)股价走高3.6%收47.75元，渣打(02888.HK)股价跌4.1%收53.8元，中银香港(02388.HK)股价涨4.5%收28.1元。花旗发表近日研究报告，随着美国十年期国债孳息2月升约40点子，今年以来本港银行股股价已累升约14%，已接近疫情前水平。据该行利率分析师估算，市场正押注美国十年期国债孳息将升至介乎1.7厘至2厘水平；在「再通胀」投资主题下，估计港银股增长主题目前仅在半途之中。
花旗上调中银香港评级，由「中性」升至「买入」，将目标价由24.9元升至32.5元，认为上行空间最大，属行业首选。
【跌股千四只 京东有沽压】
港股今日市宽续弱，主板股票的升跌比率10比36(上日为16比39)，下跌股份1,495只(跌幅4.4%)，恒指成份股今日27只股份上升，下跌股份25只，升跌比率为52比48(上日为35比63)；大市今日录沽空323.2亿元，占可沽空股份成交2,413.46亿元的13.392%(上日16.358%)。
京东(09618.HK)全日股价下滑5.9%收336.2元。据《南华早报》引述消息指，传京东数科在重组後拟撤回科创板上市计划，报道指京东数科於最近的重组中接收了京东的人工智及及云计算业务，主要因为去年蚂蚁叫停上市後业务环境变，不过日後仍有机会再递上市申请。据悉公司认为应撤回上市申请主要因为其名称、业务及高级管理层自递表後已有改变。(wl/a)
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