《即日市评》港股回升 美团获「女股神」增持上扬
港股今日随外围回升。加拿大央行如期维持利率不变，但缩减QE规模及暗示或或提前於明年下半年加息，市场追逐经济复苏受惠股，昨晚美股道指及纳指各升0.9%及1.2%，执笔之时美国十年期国债孳息率跌至1.556厘，美汇指数处91.19水平，美股道指期货最新跌20点或0.06%，纳指期货最新跌0.01%。今早人民币中间价升144点子至6,4902，录逾一个月高，上证综指全日跌0.23%收3,465、深证成指升0.4%，沪深两市成交额共7,409亿人民币。
恒指高开95点，早段曾升226点高见28,848点，其後一度倒跌24点，全日大部分时间在28,700至28,800点窄幅争持，收报28,755点，升133点或0.5%；国指升50点或0.5%，收10,939点；恒生科技指数升94点或1.2%，收8,279点。大市全日成交总额1,545.22亿元，沪、深港通南下交易录得净流入金额分别为35.16亿及30.17亿元人民币。体育用品股造好，安踏(02020.HK)及李宁(02331.HK)股价各涨3.3%及3.2%。
【安踏李宁扬 美团快手弹】
部份科网股造好，腾讯(00700.HK)股价升近2%收621元，美团(03690.HK)股价弹高3.5%收292元，为升幅最大蓝筹股。据交易数据显示，女股神Cathie Wood的方舟投资透过旗下基金共买入45.93万股美团、5.68万股腾讯ADR。中金发表报告指美团日前宣布先旧後新折让5.3%配股，扣除使费料净筹66亿美元；另发行两笔共29.8亿美元可转债。中金认为，美团专注於长线投资以改善竞争力；及短期加大投入服务商户及便利消费者。维持对美团「跑赢行业」投资评级，目标价降6%至402元。
中资电讯股有支持，中移动(00941.HK)全日涨1.6%收53.3元，联通(00762.HK)股价涨0.7%。中银国际发表研究报告指，联通今年首季服务收入按年增8.2%，超出该行预期3.4%，主因移动ARPU增逾11%所带动。净利润按年增长21.4%，比该行原预期高出8.1%，该行重申联通「买入」评级，目标价维持8.4元不变。
【中燃挫一成 配股筹百亿】
港股今日市宽改善，主板股票的升跌比率23比18(上日为14比28)，恒指成份股今日31只股份上升，下跌股份20只，升跌比率为56比36(上日为13比87)；大市今日录沽空186.63亿元，占可沽空股份成交1,301.95亿元的14.334%(上日14.707%)。
再有上市公司进行大型配股，中国燃气(00384.HK)拟先旧後新折让9%配股净筹116亿元，全日股价下挫11.3%收29元。花旗发表报告指，中燃进行新一轮配股，若所得用於其山东中游油气项目和烟台LNG接收站的投资，将属利好，但如果是用於其他项目，例如购买大型城市燃气分销项目，要较为小心。该行指，烟台LNG接收站由中海油(00883.HK)拥有，若增加相关投资，有助公司以较低成本从海外购入更多LNG，提升公司在2023年利润达到150亿元的机会。(wl/u)
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