《即日市评》北水重新流入恒指续升 传百度快招股 科技股强
受科技股带动下，恒指今日重企两万九关之上。美众议院通过1.9万亿美元抗疫援助法案，料美国总统拜登本周五将签署生效，美国十年期国债孳息率跌2.5点子至1.52厘，美股道指昨晚升464点或1.5%，纳指曾升逾200点後倒跌0.04%，执笔之时美汇指数跌至91.55，美股道指期货最新升114点或0.4%，纳指期货最新升1.7%。全国人大会议下午闭幕，上证综指全日升2.36%收3,436、深证成指升2.2%，内地创业板指数升2.6%，沪深两市成交额8,040亿人民币。
恒指高开2点後升幅扩大，中午曾升504点一度高见29,412点，午後跌幅曾收窄，最终全日升478点或1.7%，收29,385点；国指升280点或2.5%，收11,340点；恒生科技指数升423点或5.2%，收8,640点。大市全日成交总额升至2,152.66元，沪、深港通南下交易录得净流入金额分别为25.96亿及39.05亿元人民币。
【美团腾讯扬 快手弹一成】
据《路透》报道百度将於明日招股，将出售其约4%的股份，预计集资至少30亿美元。部份科技股走强，美团(03690.HK)全日股价弹高8.7%收344.6元，腾讯(00700.HK)股价上扬3.3%收680.5元。摩根士丹利发报告表示，重申对腾讯「增持」投资评级，维持基本情境目标价820元，此相当市值1万亿美元，料网游及短视频业务可提供持。该行指，腾讯旗下「视频号」业务正铺路未来进行货币化，料相关短视频至2025年潜在市场规模达1,400亿美元，该行决定上调对腾讯2020年至2025年广告收入复合增长率预测，由18%上调至21%，该行上调对腾讯「最乐观」情境的目标价情境预测，由932元升至1,000元。
快手(01024.HK)全日股价抽上10.6%收307.8元。汇丰环球研究发表报告表示，首予快手「买入」评级及目标价400元，指公司上市以来股价表现强劲，料未来有更多的催化剂，包括广告和电商货币化未反映、产品组合移至更高利润和可视性的广告，料可贡献2022年收入的一半、投资科技、直播电商，以及稀缺性溢价。而美银证券首予快手「买入」评级及目标价348元，相当预测2023年市盈率48倍。
【升股千四只 石药受追捧】
港股今日市宽续向好，主板股票的升跌比率34比11(上日为28比17)，上升股份1,406只(升幅%)，恒指成份股今日36只股份上升，下跌股份15只，升跌比率为69比29(上日为50比46)；大市今日录沽空238.03亿元，占可沽空股份成交1,789.71亿元的13.3%(上日14.644%)。
石药(01093.HK)全日股价抢高10.9%收9.66元。中金发表研究报告指，石药集团获上海倍而达药业BPI-7711胶囊(三代EGFR)在国内的独家产品授权和商业化权利，并得到BPI-1178胶囊商业化授权优先谈判权，预期将进一步加强肿瘤创新管线。该行指，中国每年肺癌新发病患者约73万人，其中非小细胞肺癌占约85%，EGFR基因突变率约为40%，预期随着一线适应症纳入医保及更多国产产品上市，国内三代EGFR药物有望取代一、二代EGFR药物，市场容量达到逾百亿元人民币。
中金表示，上海倍尔达的BPI-7711胶囊目前处於临床3期及2b期，并将於近期在中国提交上市申请，有望成为第5家获批上市的三代EGFR产品，新增明年预测为每股0.49元人民币，并维持对石药「跑赢行业」评级，目标价升至12元。
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