《即日市评》恒指重上两万九 汽车股舞高
恒指今日收企两万九关之上。经济数据向好，美股道指上周升近0.5%创新高，纳指涨0.1%，市场关注中美关系发展，中美两国发表应对气候危机联合声明，承诺致力相互合作并与其他国家一起，解决气候危机，两国亦期待周四和周五由美国主办的领导人气候峰会，投资者关注国家主席习近平与美国总统拜登到时或将进行视像峰会，为两国关系发展带来启示。执笔之时美国十年期国债孳息率跌至1.565厘，美汇指数跌至91.2水平，美股道指期货最新跌51点或0.15%，纳指期货最新升0.02%。上证综指全日升50点或1.5%收3,477、深证成指升2.9%，内地创业板指数升4.2%，沪深两市成交额较上周五升近25%至共8,615.4亿人民币。
恒指今早低开9点，初段最多跌逾160点，随後迅速收复失地，掉头倒升350点一度高见29,319点，午市升幅收窄，全日升136点或0.5%，收29,106点；国指升65点或0.6%，收11,092点；恒生科技指数升114点或1.4%，收8,346点。大市全日成交总额1,501.63亿元，沪、深港通南下交易净流入金额分别为29.8亿及31.99亿元人民币。
国药(01099.HK)全日升8.8%、复星医药(02196.HK)及中生制药(01177.HK)股价各升3.6%及2.7%，市传中国即将批准首款外国疫苗使用，而《人民日报》发表文章指新冠疫苗接种不是选择题而是必答题。
【医药股造好 汽车股走强】
中美两国发表应对气候危机联合声明、内地能源局就今年风电及光伏发电开发建设公开徵求意见，新能源及汽车股受追捧，龙源电力(00916.HK)及金风(02208.HK)各扬4.1%及近5%，吉利汽车(00175.HK)全日上扬4.8%收22.85元，比亚迪(01211.HK)股价走高4.8%收184.6元，长汽(02333.HK)股价弹高5.9%。中金发表报告表示，就近期上海车展各公司新品发布频繁，该行料可带动行业情绪回暖。中期看，该行认为新能源汽车今年将呈现先抑後扬的「U型」走势，步入第三、四季度，更多智能表现较强的新车陆续量产，叠加新能源汽车行业在年底的翘尾效应，基本面向上是确立的。
瑞信表示，相信长城汽车可望成为今次上海车展的最大赢家，因公司在车展展出8款新产品，占上海车展新品14%，对比公司今年首季在中国内地乘用车市场的市场份额为5.6%。更重要的是，长汽将在上海车展上宣布两项战略举措，第一是推出以「Tank」品牌越野SUV业务(相对於目前的哈弗和WEY(魏派)都市SUV)，以及重新启动其轿车业务营运。
【升股千一只 呷哺呷哺挫】
港股今日市宽向好，主板股票的升跌比率28比15(上日为28比14)，上升股份1,132只(升幅2.8%)，恒指成份股今日36只股份上升，下跌股份14只，升跌比率为65比25(上日为78比11)；大市今日录沽空183.55亿元，占可沽空股份成交1,232.23亿元的14.896%(上日14.778%)。
呷哺呷哺(00520.HK)今日股价挫14.9%收12.1元。摩根士丹利发表报告表示，呷哺呷哺确认旗下凑凑餐饮首席执行官张振纬离任，并指正从凑凑餐饮现有管理团队中选拔人才，以担任张氏离职後的空缺，公司指不预期张氏辞职会令业务出现中断的情况。
在呷哺呷哺董事长贺光启对日本和台湾市场进行调研後，董事长於2016年创立了凑凑(Coucou)品牌，并决定将高端定位的「火锅+奶茶」就餐风格引入中国；而张振纬於2016年受聘为凑凑餐饮首席执行官，以执行董事长的计划。大摩维持对呷哺呷哺「与大市同步」评级及目标价15.1元。(wl/u)
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