《即日市评》恒指本周累跌240点 内地物管股今受压
受科技股及药明生物(02269.HK)跌势拖累下，港股今日先升後跌。美国上周初申领失业金数据不及预期，推动美债孳息率下跌，美股道指及纳指昨晚各0.17%及1%；执笔之时美国十年期国债孳息率升1.668厘，美汇指数处92.3，美股道指期货最新升36点或0.11%，纳指期货最新跌0.11%。内地3月CPI按年升0.4%(略高於市场预期增0.3%)、内地3月PPI按年增4.4%(高於市场预期增3.6%)，市场关注未来货币政策会否收紧，上证综指全日跌31点或0.92%收3,450、深证成指下滑1.3%，沪深两市成交额共6,946亿人民币。
恒指高开144点後走势向下，午後曾挫403点一度低见28,604点，尾市跌幅略为收窄。恒指全日跌309点或1.1%，收报28,698；国指跌132点或1.2%，收报10,977。恒生科技指数跌152点或1.8%，报8,305点。大市全日成交额降至1,417.14亿元。药明生物(02269.HK)及海底捞(06862.HK)股价均下滑近4.9%。
港股本周仅有三个交易日，恒指全周累跌239点或0.8%、国指全周本周累跌240点或2.1%、恒生科指全周累跌263点或3.1%。市场关注美国拟上调企业税，本周初市场亦传出人行「收水」限制内银今年贷款增速，而港汇亦曾跌穿7.78关创逾一年低。
【腾讯股价靠稳 物管股有沽压】
腾讯(00700.HK)股价靠稳，全日微升0.08%收620.5元。《路透》引述三位知情人士透露，国家市场监管总局对腾讯以35亿美元作价私有化搜狗私的交易没有异议，前提是腾讯愿意建立一个特殊机制来确保数据安全，是市监局在交易审批中首次提出的要求。
内地物管股向下，碧桂园服务(06098.HK)全日股价挫7.2%，融创服务(01516.HK)、雅生活(03319.HK)及建业新生活(09983.HK)股价各跌5.2%、5.9%及5.1%。摩根大通发表报告指，内地物管服务板块本年至今累升49%，同期国指仅升3%，考虑次季没重大催化剂，料行业短期走疲，对板块持审慎看法。
【跌股千一只 钢铁股逆市扬】
港股今日市宽转弱，主板股票的升跌比率15比27(上日为24比18)，下跌股份1,109只(跌幅2.2%)，恒指成份股今日14只股份上升，下跌股份39只，升跌比率为25比71(上日为69比25)。
内地铁钢股有支持，鞍钢(00347.HK)及马钢(00323.HK)全日股价各抢高4.4%及2.2%；重庆钢铁(01053.HK)预报首季多赚10.8亿人民币按年增幅约258.8倍，全日股价飙升24.1%。中金发表报告表示，认为本轮钢价上涨幅度及持续性均有望超出上轮供改。
碳中和背景下，中金指内地钢铁行业中长期供需格局迎来重塑，盈利有望迎趋势性改善。钢铁行业作为工业部门最大的碳排放来源，碳减排责无旁贷。据钢铁行业碳达峰目标，该行认为钢铁行业要实现2025年达峰，2030年减排30%的目标，对钢铁产量的管控势在必行，行业供给中长期受限的确定性已进一步提升。该行料行业将由纯粹的成本竞争转向综合实力的竞争，龙头钢企将凭借成本及绿色制造优势不断扩张规模，持续提升盈利能力。(wl/a)
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