《即日市评》友邦撑起恒指 「ATM」全线捱沽
恒指上周累跌358点或1.2%後，今日受友邦(01299.HK)及小米(01810.HK)带动下回升，但国指及恒生科指造淡。美股道指上周五升0.9%创新高，纳指则下滑0.6%，美国十年期国债孳息率处1.62%水平，执笔之时美汇指数升至91.72，美股道指期货最新升121点或0.4%，纳指期货最新升0.2%。内地首两月规模以上工业增加值按年升35.1%(高於预期升32.2%)、首两月社会消费品零售总额按年升33.8%(市场原预期升32%)，上证综指全日下滑近1%收3,419、深证成指跌2.7%、内地创业板指收数跌4.1%，沪深两市成交额8,070亿人民币。
恒指高开184点後，早段曾升439点一度高见29,178点，中午前转弱，午後曾倒跌126点一度低见28,612点，尾市回稳，恒指最终全日升94点或0.3%，收28,833点；国指跌28点或0.3%，收11,144点；恒生科技指数跌192点或2.3%，收8,264点。大市全日成交总额1,936.83亿元，沪港通南下交易录得净流入金额3.87亿人民币，深港通南下交易录得净流出金额18.91亿元人民币。
濠赌股造好，金沙中国(01928.HK)股价升3.5%，银娱(00027.HK)涨2%，澳门财政司李伟农指，赌收情况趋稳向上，料今年下半年会开展赌牌重新竞投谘询。
【腾讯京东弱 小米受追捧】
被市场称为「ATM」(阿里巴巴(09988.HK)、腾讯(00700.HK)及美团(03690.HK))的阿里今日股价跌2%收221.4元、腾讯股价下滑3.5%收628元、美团股价下滑4.8%；而京东(09618.HK)全日挫6.2%收322.2元。据《彭博通讯社》引述消息人士透灵，内地监管机构视腾讯为蚂蚁後另一目标，有传公司需要仿傚蚂蚁，为其银行、保险及支付服务成立金融控股公司，消息指两家公司将为其他金融科技企业订下遵循较严监管措施的先例。摩根士丹利发表报告指，在金融科技监管规定及反垄断政策下，对金融科技公司将有负面影响，增长将会放缓及需要满足信贷的流动性要求，惟该行指腾讯发展过程审慎，料对其负面影响可控。
小米(01810.HK)今日股价抽上7%收24.35元。瑞信发表报告表示，小米获美国法院颁发临时禁令，暂停将公司认定为中国涉军企业的行政命令，令美国人自3月15日起禁买其股份并要在2022年1月14日前沽出的禁令获暂缓，同时MSCI已宣布不会将小米剔出相关指数，可暂时消除相关资金撤出的影响。
【沽空率回落 友邦撑大市】
港股今日市宽略改善，主板股票的升跌比率21比23(上日为19比25)，恒指成份股今日35只股份上升，下跌股份20只，升跌比率为63比36(上日为15比79)；大市今日录沽空220.24亿元，占可沽空股份成交1,611.94亿元的13.663%(上日15.032%)。
友邦(01299.HK)领航大市，全日股价上扬4.2%收100元。瑞银发表报告，认为友邦今年首两个月新业务价值在去年高基数下仍录15%升幅，反映增长拐点出现，且超出市场预期。该行相信公司招揽新客动力将持续在多个主要市场增强，内地业务则受惠地理扩展及产品组合多元化。该行维持友邦目标价115元，相当股价对内含价值2.3倍，评级「买入」，认为内地业务增长机会尚未於股价上完全反映。
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