《即日市评》港股止连跌 小米弹 美团业绩符预期
恒指连跌五日(累跌1,506点或5.1%)後，今日回升。美国总统拜登召开记者会表示，将阻止中国超越美国成为世界上最强大的国家，并誓言会进行大量投资以确保美国在竞争中占上风，称美国不是在寻求对抗，而是会坚持要求中国遵守公平竞争、公平贸易及尊重人权的国际规则；执笔之时美国十年期国债孳息率升至1.661厘、美汇指数升近至92.75，美股道指期货最新升111点或0.34%，纳指期货最新升0.3%。上证综指全日升54点或1.6%收3,418、深证成指升2.6%，沪深两市成交额7,480亿人民币。
恒指高开144点後升幅扩大，午後曾升515点一度高见28,415点，全日升436点或1.6%，收28,336点；国指升221点或2.1%，收10,966点；恒生科技指数升184点或2.3%，收8,129点。大市全日成交总额1,839.04亿元，沪、深港通南下交易录得净流入金额分别为32.03亿及38.05亿人民币。内地物管股急涨，中海物业(02669.HK)及保利物业(06049.HK)股价分别升25.5%及9.3%，
恒指本周累跌654点或2.3%、国指本周累跌317点或2.8%、恒生科指本周累跌421点或4.9%。市场关注中美关系发展、市场担心美国政府推动基建引发加税；而美国证券交易委员会通过《外国公司问责法》的修正案，若外国公司不符合美国的审计标准会将有关公司除牌，令在美国上市的中概股周中大跌。
【港股呈现回升小米长汽弹高】
市场传出小米(01810.HK)计划利用长城汽车(02333.HK)的工厂生产电动汽车，小米总办副主任徐洁云在微博回应指消息属「完全扯淡的假新闻」，而小米亦公布将於3月29日发布自研芯片，小米今日股价抽上6.3%报25.4元，长城汽车股价弹升10.4%报21.9元。
汇丰环球研究发表报告指小米去年表现稳健，符预期，边际利润改善超预期，将公司目标价由28元降至27.8元，以反映今明两年纯利预期下调5%及4%，并假设互联网服务收入较低。报告指小米各业务增长机遇丰富，评级维持「买入」。
【沽空率呈上升 美团绩符预期】
港股今日市宽改善，主板股票的升跌比率30比14(上日为18比24)，上升股份1,217只(升幅3.2%)，恒指成份股今日39只股份上升，下跌股份16只，升跌比率为71比29(上日为51比45)；大市今日录沽空239.52亿元，占可沽空股份成交1,533.16亿元的15.62%(上日14.885%)。
美团(03690.HK)收市後公布截至去年业绩，营业额1,147.95亿元人民币按年升17.7%。纯利47.08亿元人民币，按年升110.3%；每股盈利0.81元人民币。不派息。按非国际财务报告准则计量，经调整EBITDA跌34.7%至47.38亿元人民币，经调整溢利净额跌33%至31.21亿元人民币，符预期。
去年集团餐饮外卖业务收交易金额按年增长24.5%至4,889亿人民币，日均交易笔数按年升16%至2,770万笔，每笔餐饮外卖业务订单的平均价值按年升7%至48.2元人民币，惟变现率降至13.6%，收入按年升20.8%至663亿元人民币，而相关业务经营溢利则升至28亿元人民币。
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