《即日市评》港股观望浓 成交仅逾千四亿 内需股跑出
市场观望美联储局议息及买债规模，港股今日反覆上落。美股昨晚个别发展，道指跌0.4%，但纳指微升0.1%；执笔之时美汇指数升至91.94，美股道指期货最新微升1点，纳指期货最新跌0.15%。国内成品油价格迎来「九连涨」，发改委公布凌晨起上调汽、柴油价格。上证综指全日微跌1点或0.03%收3,445、深证成指升1.2%、内地创业板指收数升1.2%，沪深两市成交额7,108亿人民币。
恒指低开35点後，早段跌幅曾扩大至247点一度低见28,780点，其後倒升152点高见29,180点，尾市靠稳，最终全日升6点或0.02%，收29,034点；国指升29点或0.3%，收11,358点；恒生科技指数升43点或0.5%，收8,574点。大市全日成交总额再减至1,487.01亿元，沪、深港通南下交易录得净流入金额分别为15.11亿及28.7亿元人民币。港交所(00388.HK)全日股价升0.3%收454.6元。
【快手有支持 中兴绩後弹】
快手(01024.HK)全日股价弹高3.2%收312.4元。同业内地视频平台哔哩哔哩(Bilibili，又名B站)(BILI.US)近近日已通过联交所聆讯，将在港作第二上市，由摩根士丹利、高盛、摩根大通及瑞银担任联席保荐人。腾讯(00700.HK)股价跌0.95%收624.5元，阿里巴巴(09988.HK)股价升0.5%。
中兴通讯(00763.HK)全日股价抢升7.4%收21.8元。摩根士丹利发表报告表示，中兴去年第四季收入及纯利分别按年升3%及52%，而季内毛利率为29.4%，较第二及第三季之27.9%及29.3%有所改善，该行指中兴预期今年首季纯利将达18亿元至24亿元人民币，按年升131%至208%，为市场带来正面惊喜，值得关注的是下一个关键催化剂是3至4月的5G设备招标；该行予中兴「增持」评级，目标价为36元。
【内需股造好 润啤蒙牛强】
港股今日市宽续向好，主板股票的升跌比率25比19(上日为29比15)，上升股份1,003只(升幅2.9%)，恒指成份股今日26只股份上升，下跌股份26只，升跌比率为47比47(上日为55比38)；大市今日录沽空180.55亿元，占可沽空股份成交1,192.33亿元的15.143%(上日13.405%)。
部份内需股有支持，李宁(02331.HK)及蒙牛(02319.HK)股价各升近4.7%及4%，华润啤酒(00291.HK)全日股价抽上7.9%收63元，青岛啤酒(00168.HK)及百威亚太(01876.HK)各扬7%及4.6%，统一企业中国(00220.HK)涨2.6%。瑞银发表报告指，中国新公布「十四五」规划，政府计划透过支持就业和中小企以增加家庭收入和信心、增加家庭资产相关收入、改善社会安全网，及解除大城市户籍限制。该行认为，有关措施将推动消费对经济增长的贡献，再者政府进一步投资於城镇化及数码转型，可令低线城市的消费升级受惠，而此等或未完全被投资者重视。
瑞银喜好H股的必需消费股多於A股，因相关股份的估值更为吸引，其中康师傅(00322.HK)及万洲(00288.HK)估值最为吸引。非必需消费方面，该行推荐在低线城市有更快增长的百胜中国(09987.HK)，并喜好滔博(06110.HK)的数码化举措。(w/u)
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