《即日市评》友邦领航 恒指重上两万九 腾讯造淡
受友邦(01299.HK)及汇控(00005.HK)所带动下，港股今日先跌後回升。美联储议息纪录强调对加息保持耐性，但市场质疑美联储能否长时期维持零息，美股道指昨晚升0.05%、纳指昨晚升0.8%；执笔之时美国十年期国债孳息率处1.658厘，美汇指数回落至92.34，美股道指期货最新升10点或0.03%，纳指期货最新升0.7%。上证综指全日升2点或0.08%收3,482、深证成指升0.08%，沪深两市成交额7,672亿人民币。
香港3月PMI升至50.5，营商环境连续第二个月好转。恒指低开70点後倒升，午後升幅扩大至380点高见29,054点，全日升333点或1.2%，收29,008点；国指升38点或0.4%，收11,109点；恒生科技指数升6点或0.07%，收8,458点。大市全日成交总额增至2,811.29亿元(腾讯(00700.HK)单股成交额逾1,486.8亿元)，沪、深港通南下交易录得净流入金额分别为30.87亿及32.56亿元人民币。
汇控(00005.HK)股价升2.1%。美国计划解除部分对伊朗制裁，以恢复伊核协议，令市场关注全球未来石油供应，中海油(00883.HK)全日股价下滑3.9%收7.82元。
【腾讯遭减持 股价呈造淡】
腾讯遭大股东Naspers旗下Prosus折让出售2%股权，涉资逾千亿，腾讯盘中曾低见614元一度下滑2.5%，收报620元下滑1.5%，成交额1,486.8亿元。大和发表报告表示，就腾讯遭大股东Naspers旗下Prosus自2018年减持2%股份後，昨日再宣布出售1.91亿股腾讯股份，相当腾讯股本约2%，而Prosus再度承诺未来三年不会售出腾讯股份。
大和料，腾讯遭大股东减持会令股价短期受压，但同时认为给予投资者买入机会，相信公司只要较早推出令人期待的游戏，旗下网游业务收入仍可录得强劲表现，该行重申对腾讯「买入」评级及目标价870元。
【升股九百只 友邦逆市弹】
港股今日市宽改善，主板股票的升跌比率24比18(上日为22比21)，上升股份987只(升幅2.7%)，恒指成份股今日38只股份上升，下跌股份14只，升跌比率为69比25(上日为36比60)；大市今日录沽空183.02亿元，占可沽空股份成交2,569.02亿元的7.124%(上日16.229%)。
友邦领航大市，全日股价抽上6.2%收99.1元，单股为恒指贡献164点升幅。摩根士丹利发表报告指，友邦早前获中国银保监会四川监管局批覆，准许於成都四川设立分公司，预期在中国扩张是公司维持估值溢价的关键，维持「增持」评级，将目标价由89元升至130元。
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