《即日市评》美十年期债息升至近1.6厘 恒指急吐 腾讯友邦弱
受友邦(01299.HK)及汇控(00005.HK)等拖累下，港股今日反覆向下。美国总统拜登签署1.9万亿美元新刺激经济方案，美股昨晚上升，道指及标普500指数创收市新高，各升0.6%及1%，纳指涨2.5%；美十年期国债孳息率升至近1.6%，市场关注相关情况，执笔之时美汇指数升至91.81，美股道指期货最新跌36点或0.1%，纳指期货最新跌1.5%。上证综指全日升0.5%收3,453、深证成指升0.2%，沪深两市成交额8,170亿人民币。
恒指高开164点见29,550点半日高位後向下，尾市跌幅扩大至678点见28,707点，最终全日跌645点或2.2%，收28,739点；国指跌167点或1.5%，收11,172点；恒生科技指数跌183点或2.1%，收8,456点。大市全日成交总额2,254.76亿元，沪、深港通南下交易录得净流入金额分别为8.77亿及39.57亿元人民币。
恒指本周累跌358点或1.2%、国指本周累跌119点或1.1%、恒生科指本周累跌177.79点或2.1%。本周初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，投资者亦担心美债息趋升情况，或利淡特别是科技股走势。
【腾讯美团弱 小米逆市扬】
科技股走个别，美团(03690.HK)股价下滑3.4%收333元，阿里巴巴(09988.HK)跌0.7%，腾讯(00700.HK)股价下滑4.4%。国家工信部发布今年第3批《关於侵害用户权益行为的APP通报》名单，表示近期依据相关法规展开专项整治行动，组织第三方检测机构对手机应用软件进行检查，督促存在问题的企业进行整改。截至目前，尚有136款APP未完成整改，包括腾讯手机管家、携程租车、沪江小D词典等，涉及频繁自启动和关联启动、违规收集个人信息、强制用户使用定向推送功能等问题。
小米(01810.HK)全日股价上扬4.1%收22.75元。小米集团公布，董事会正式决议行使股份购回授权，以不定期按最高总额100亿元於公开市场购回股份。随着手机X AIoT战略的持续有力推进下，公司以股份购回表达对现时及长期业务前景充满信心。
【跌股一千只 友邦绩後挫】
港股今日市宽转弱，主板股票的升跌比率19比25(上日为34比11)，下跌股份1,003只(跌幅2.4%)，恒指成份股今日8只股份上升，下跌股份41只，升跌比率为15比79(上日为69比29)；大市今日录沽空287.95亿元，占可沽空股份成交1,915.6亿元的15.032%(上日13.3%)
友邦(01299.HK)公布去年业绩後，全日股价挫5.3%收96元，为跌幅最大的蓝筹股。花旗发表报告，指友邦去年业绩大致符预期，新业务价值较预期低3.3%，利润因疫情而收窄，内含值则较预期高2.7%，经营溢利增4%，符预期，末期息增7.5%至1.003元。公司今年首两个月新业务价值增15%，主要来自内地市场增长，反映业务稳定复苏。(wl/a)
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