《即日市评》港股期指结算日上扬 美团及申洲弹高
今日期指结算日，受科技股带动下，港股反覆向上。美股昨晚个别发展，道指升0.3%，纳指下滑0.6%；执笔之时美国十年期国债孳息率升至1.771厘，美汇指数升至93.07，美股道指期货最新升74点或0.22%，纳指期货最新下滑0.55%。富时罗素10月起将中国国债纳入旗舰全球政府债券指数，权重为5.25%；上证综指全日升21点或0.6%收3,456、深证成指升0.85%，内地创业板指升1.4%，沪深两市成交额7,493亿人民币。
恒指高开214点，早段升幅曾收窄至32点，其後升幅再度扩大，最多升355点一度高见28,694点，全日升239点或0.8%，收28,577点；国指升77点或0.7%，收11,020点；恒生科技指数升199点或2.5%，收8,180点。大市全日成交总额降至1,692.76亿元，沪、深港通南下交易录得净流入金额分别为17.87亿及28.45亿元人民币。
抖音在福州中院撤回对腾讯(00700.HK)不正当竞争诉讼，腾讯全日股价跌0.4%收609.5元，阿里巴巴(09988.HK)全日走高2.5%收221.6元。小米(01810.HK)走高2.2%收25.6元。申洲(02313.HK)今年产能目标增长15%，券商料产能增长可成催化剂，全日股价升9.5%报158.8元，为升幅最大蓝筹股。
【申洲弹一成 科技股造好】
数字人民币APP推送子钱包功能连接至顺丰、滴滴、美团骑车等平台，美团(03690.HK)全日股价回升4.7%收293.6元。瑞银发表报告表示，美团股价自2月中旬高位累积调整34%後，喜爱其风险回报，指其外卖及社区团购业务近期趋势稳固，并相信内地监管压力属於可控。该行指美团去年第四季外卖业务营运毛利率按季及按年均有所改善，料今年会进一步改善，维持对其「买入」评级，目标价由470元下调至420元。
瑞银引述美团管理层认为更广阔的消费零售市场，最终将使美团的用户群从5亿增加到中国的所有互联网用户，增幅可达70%。该行认为，由於美团产品组合、规模和较少的非理性竞争，美团的社区团体购买单位的经济状况持续改善。虽然美团总经营亏损可能从2020年第四季30亿人民币，扩大至2021年首季约50亿人民币，并可能於2021年保持这一水平，但监於近期取得的进展，投资者仍将对此计划保持乐观看法。
【沽空率上升 联想集团弹】
港股今日市宽转改善，主板股票的升跌比率26比17(上日为24比20)，上升股份1,081只(升幅2.9%)，恒指成份股今日41只股份上升，下跌股份13只，升跌比率为74比24(上日为65比33)；大市今日录沽空251.62亿元，占可沽空股份成交1,429.05亿元的17.607%(上日16.939%)。
联想集团(00992.HK)全日股价抽上12.4%收11.28元。市场传出由於零组件成本上升，台湾电脑品牌厂Acer、华硕(Asus)将从今年第二季起上调手提电脑价格约5%至10%，为十年来罕见大幅涨价；据《中央社》报道，Acer回应指在零组件涨价的前提下，将适度於售价反映成本。华硕指出涨价是从上游到下游要一起面对的课题，在价值链的各个环节都必须适度反映，才有能力扩充并满足市场需求。
里昂发表告表示，参与了联想集团举行线上投资者日，联想集团在中国的服务预订收入在2020/2021财年达到10亿美元，利润率为12%，该公司计划在未来三年内以15%的利润率将这一数字翻一番，达到21亿美元。(wl/u)
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