《即日市评》恒指收企两万九关 小米及药股受捧
受小米(01810.HK)及美团(03690.HK)所带动下，港股今日续升，但成交额按日跌20%。市场憧憬经济复苏，并观望美联储本周会议，美股道指及标普500指数昨晚再创收市新高，各升0.5%及0.7%，纳指涨1.1%；执笔之时美汇指数升至91.9，美股道指期货最新跌55点或0.15%，纳指期货最新升0.3%。中央财经委员会指金融活动要全部纳入金融监管，加强数据产权制度建设，上证综指全日回升0.8%收3,446、深证成指升0.9%、内地创业板指收数升1.1%，沪深两市成交额7,355亿人民币。
恒指高开203点後表现反覆，曾升284点一度高见29,118点，其後升幅曾收窄至38点见28,872点，全日升193点或0.7%，收29,027点；国指升185点或1.7%，收11,329点；恒生科技指数升266点或3.2%，收8,530点。大市全日成交总额缩减20%至1,545.85亿元，沪、深港通南下交易录得净流入金额分别为25.72亿及38.89亿元人民币。中移动(00941.HK)全日股价涨1.9%收53.05元，市传中国移动美国除牌後探讨寻求A股上市可能性。
【成交仅千五亿 小米美团上扬】
富时罗素表示6月指数季检会考虑重新纳入小米(01810.HK)，小米全日股价抽上8%收26.3元，美团(03690.HK)股价升3.9%。花旗发表报告指，小米股价自1月5日高位以来己累积回落35%，考虑到近日美国法院宣布暂停美国禁令，以及公司市场份额增加可望令人惊喜，该行认为其风险回报水平吸引，决定一举将投资评级，由「沽售」升至「买入」。该行预期小米今年手机出货量可按年升34%至2亿部，占全球市占率15%。
市传内地政府要求阿里巴巴(09988.HK)剥离媒体资产，阿里巴巴今日股价无起跌收221.4元，阿里影业(01060.HK)股价升4%。《华尔街日报》引述消息人士报道，中国政府要求阿里巴巴(09988.HK)剥离部媒体资产，当中包括英文报纸《南华早报》。报道指中国监管机构已审查阿里巴巴的所有的媒体资产，并对阿里巴巴所持有的媒体范围之广感震惊，忧虑会被阿里利用为控制舆论的工具，故已要求阿里大幅缩减媒体资产持股。
【上升股千一只 医药股受追捧】
港股今日市宽改善，主板股票的升跌比率29比15(上日为21比23)，上升股份1,180只(升幅3.1%)，恒指成份股今日30只股份上升，下跌股份21只，升跌比率为55比38(上日为63比36)；大市今日录沽空168.02亿元，占可沽空股份成交1.253.43亿元的13.405%(上日13.663%)。
医药股造好，药明生物(02269.HK)、华润医药(03320.HK)及石药(01093.HK)升幅介乎5.1%至5.5%。瑞信发表报告表示，石药去年度收入按年升12.8%至249亿元人民币，低於该行预期；纯利按年升38.9%至52亿元人民币，则胜预期。公司管理层透露，预计今年度销售录双位数增长，以及未来两年斥资50亿元人民币於业务发展上；公司持续投资於产品研发上，料今年度有两种产品获批。
该行上调石药2021至2022年度销售预测各0.3%及4.7%，盈利预测分别升18%及20%，对石药目标价由11元升至11.5元，维持「跑赢大市」评级。
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