《即日市评》港股回升 成交降三成 国泰去年蚀逾二百亿
恒指今日先升後收窄，於两万九关遇阻力。美众议院通过就1.9万亿美元新刺激方案开展最後辩论及表决程序，美债孳息回落，美股道指升0.1%，纳指涨3.7%创逾四个月以来最大单日升幅，而美国白宫表示正在就一系列问题与中国直接接触，但没有两国最高级官员会晤的最终细节可以公布；执笔之时美汇指数升至92.02，美股道指期货最新升68点或0.22%，纳指期货最新升0.1%。今早人币中间价上调232点报6.5106兑一美元，内地2月CPI按年跌0.2%(市场预期跌0.3%)、内地2月PPI按年增1.7%(高於预期涨1.5%)，中国2月新增人民币贷款1.36万亿人民币(市场预期9,500亿人币)，上证综指全日微跌0.05%收3,357、深证成指升0.7%，内地创业板指数升1.6%，沪深两市成交额降至7,500亿人民币。
恒指高开482点报29,255点为全日高位，其後曾倒跌62点低见28,710点，全日升134点或0.5%，收28,907点；国指升86点或0.8%，收11,059点；恒生科技指数升153点或1.9%，收8,216点。大市全日成交总额按日降31%至1,904.79亿元，沪、深港通南下交易录得净流出金额分别为6.65亿及9.81亿元人民币。
【腾讯美团上扬 舜宇股价造高】
科技股上扬，腾讯(00700.HK)全日股价走高2.3%报658.5元，美团(03690.HK)股价弹高5%报317元，阿里巴巴(09988.HK)升2%报228.4元。手机设备股有支持，舜宇光学(02382.HK)全日股价上扬6.2%收189.3元，公司公布今年2月手机镜头出货量近1.3亿件按年升34.4%、2月手机摄像模组出货量为6,594.7万件，按年上升51.6%。
中金发表报告表示，舜宇光学2月付运数据强劲，主是大型客户的市场份额有所提高，重申对其「跑赢大市」评级及目标价225元，此相当今明两年预测市盈率各35.4倍及31.2倍，对其长期前景正面，包括料可取得来自苹果公司(AAPL.US)的新订单，并相信管理层营运指引稳固。
【国泰股价偏淡 去年蚀二百亿】
港股今日市宽改善，主板股票的升跌比率28比17(上日为19比26)，上升股份1,126只(升幅3.1%)，恒指成份股今日26只股份上升，下跌股份24只，升跌比率为50比46(上日为69比31)；大市今日录沽空232.89亿元，占可沽空股份成交1,590.4亿元的14.644%(上日14.38%)。
国泰(00293.HK)全日股价跌0.6%，太古A(00019.HK)则跌1.2%报54.65元。国泰航空中午公布去年业绩，营业额469.34亿元按年跌56.1%，胜预期的450.62亿元，年度亏损216.48亿元，上年同期赚16.91亿元。其中，普通股股东亏蚀218.76亿元，优先股股东盈利为2.28亿元；每股亏损424.3仙。不派息。公司去年燃油对冲亏损亏损为30.17亿元，按年增28.87倍。(wl/a)
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