《即日市评》金融及科技股领航大市 长和绩符预期及170亿收购资产
受金融及科技股带动下，港股今日上扬。美联储局维持利率不变，料通胀上升属暂时性不导致加息，联储局主席鲍威尔指目前讨论收紧量宽言之尚早，美股道指昨晚升189点或0.6%，首度於33,000点楼上收市，纳指涨0.4%；执笔之时美汇指数处91.59，美股道指期货最新升12点或0.04%，纳指期货最新跌1.3%。中美双方将於今起一连两日举行高层战略对话，上证综指全日升17点或0.51%收3,463、深证成指升1.1%、内地创业板指收数升1.7%，沪深两市成交额7,367亿人民币。
恒指高开283点，其後升幅曾扩大至562点一度高见29,596点，收市升371点或1.3%，报29,405点；国指升111点或1%，收11,470点；恒生科技指数升102点或1.2%，收8,676点。大市全日成交总额1,745.69亿元，沪、深港通南下交易录得净流入金额分别为20.33亿及35.65亿元人民币。联储局议息後，汇控(00005.HK)今日股价升2.3%收46.8元。
【科技股造好 舜宇呈舞高】
科技股上扬，阿里巴巴(09988.HK)全日股价涨4.9%收233.6元，腾讯(00700.HK)全日股价升2.6%；美团(03690.HK)股价升3.7%，快手(01024.HK)股价升1.7%收317.8元。哔哩哔哩(09626.HK)(BILI.US)来港第二上市，今日起公开招股，据《路透》旗下IFR引述消息人士指，配售部分已获足额认购。哔哩哔哩将发行2,500万股Z类股份，当中3%即约75万股在港公开发售，其余97%即2,425万股为国际配售部分，以最高发售价每股988元计集资最多247亿元。
舜宇光学(02382.HK)全日股价抢升9.4%收195.8元，成升幅最大蓝筹股。野村指舜宇去年下半年盈利胜预期，主要受手机摄像模组毛利率及其非营运溢利所推动，该行估计舜宇在最乐观情况下，或最快於今年下半年有机会进入苹果iPhone供应链。
【沽空率稍上升 长和绩符预期】
港股今日市宽续向好，主板股票的升跌比率24比20(上日为25比19)，恒指成份股今日28只股份上升，下跌股份22只，升跌比率为51比40(上日为47比47)；大市今日录沽空230.25亿元，占可沽空股份成交1,447.2亿元的15.91%(上日15.143%)。
长和系今日收市後公布去年业绩，长和(00001.HK)全日股价升1.4%收62.9元，长实集团(01113.HK)股价涨2.5%。长和公布，去年按IFRS16後基准收益总额4,038.46亿元，按年跌8.2%。纯利291.43亿元，按年跌26.8%，符预期。早前摩根大通及美银证券料长和2020年IFRS16後基准纯利288.02亿元及294.91亿元。长和去年EBITDA跌10%至1,223.48亿元，每股盈利7.56元。派末期息1.7元，上年同期派2.3元，总计全年股息为每股2.314元。
长和同时宣布发行代价股份，以购买价170亿元向李嘉诚基金会收购收购目标公司包括UK Power Networks、Northumbrian Water、Wales &
West Utilities及Dutch Enviro Energy等资产，发行3.33亿股及每股配售价51元。为避免摊薄股东持股权益，长和将以每股51元回购最多3.33亿股股份。
此外，长实集团公布去年营业额598.25亿元按年跌27.4%，纯利163.32亿元，按年跌43.9%，稍低於本网综合4间券商预期去年纯利介乎165.87亿元至195.95亿元；每股盈利为4.42元。派末期息1.46元，上年同期派1.58元。计及中期息0.34元，全年派息1.8元，按年下跌0.3元或14.3%。期内撇除公平值变化等的基础溢利为193.39亿元按年跌32.5%，贴近券商预期(介乎164.36亿元至195.95亿元)上限；每股基础溢利为5.24元。(wl/u)
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