《即日市评》恒指反覆跌 舜宇挫半成 招行绩後扬
受汇控(00005.HK)及美团(03690.HK)跌势拖累下，港股今日反覆向下。市场关注中美关系发展，中央外事工作委员会办公室主任杨洁篪指双方对话坦率、有建设性及有益，但当然亦有分歧；执笔之时美国十年期国债孳息率称回落至1.685厘、美汇指数升至92.01，美股道指期货最新跌0.4%，纳指期货最新升0.4%。上证综指全日升38点或1.1%收3,443、深证成指升1.1%，沪深两市成交额7,599亿人民币。
恒指低开189点一度低见28,801点，早段曾倒升148点一度高见29,139点，其後再度向下，最终全日跌105点或0.4%，收28,885点，连跌两日(累跌520点或1.8%)；国指升22点或0.2%，收11,306点；恒生科技指数跌42点或0.5%，收8,508点。大市全日成交总额较上交易日跌近35%至1,342.38亿元，沪、深港通南下交易录得净流入金额分别为8.04亿及13.06亿元人民币。汇控股价走低1.7%收46元，美团股价下滑3.7%收320.6元。
【舜宇挫半成 招行绩後扬】
舜宇光学(02382.HK)全日股价下挫5%收181.8元，为跌幅最大蓝筹股。法巴发表报告指，手机镜头模组市场正面对「减价战」风险，市场关注欧菲光(002456.SZ)失去苹果公司(AAPL.US)订单後，於今年或会开启手机镜头模组的价格战，以抢占市场份额。法巴指舜宇光学虽然短期面临挑战，但长期前景不变，认为目前估值合理，维持「持有」评级及每股合理值为192元。
内银股造好，招行(03968.HK)股价升4.2%收63.2元，农行(01288.HK)及交行(03328.HK)各升3.2%及3.1%。瑞信发表报告指，在去年市况不稳定下，招行仍保持平稳的增长，受惠於手续费收入增长11.2%，令期内收入按年升7.2%。纯利增长4.9%，料业绩表现可继续领先同业。该行认为，招行的科技及零售业务优势继续加强，考虑到其业务稳定及质量高，维持「跑赢大市」评级，目标价由68元升至73元。
【沽空率下降 长和展回购】
港股今日市宽改善，主板股票的升跌比率24比19(上日为13比31)，上升股份995只(升幅3.1%)，恒指成份股今日30只股份上升，下跌股份24只，升跌比率为55比44(上日为15比80)；大市今日录沽空148.65亿元，占可沽空股份成交1,083.59亿元的13.718%(上日15.339%)。
长和(00001.HK)今日股价上扬3.6%收62.5元。长和公布上周五(19日)回购20万股，最高及最低价分别为61元及60.45元，涉资1,216.3万元。瑞信发表报告表示，预期长和今年业务复苏，尤其是港口及零售业务，该行将其今年度盈利预测上调3%，现价相当於2021年度预测市盈率为6倍及股息收益率5%，属吸引水平，维持其「跑赢大市」评级及目标价为74元。(wl/u)
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