《即日市评》恒指本周累升109点 科网股今成升市火车头
受科网及金融股带动下，恒指今日续升收企两万九。报道指美国总统拜登拟上调资本增值税近倍，美股道指及纳指昨晚均下滑0.9%，执笔之时美国十年期国债孳息率升至1.561厘，美汇指数跌至91.01水平，美股道指期货最新升77点或0.23%，纳指期货最新升0.2%。领导人气候峰会昨晚(22日)举行，国家主席习近平在北京以视频方式出席并发表重要讲话时指出，中方欢迎美方重返多边气候治理进程，中方期待同包括美方在内的国际社会一道，共同为推进全球环境治理而努力。上证综指全日升0.26%收3,474、深证成指升1%，内地创业板指数升1.9%，沪深两市成交额共7,786亿人民币。
恒指今早高开43点後升幅扩大，并以全日高位29,078点收市，上升323点或1.1%。国指升128点或1.2%，收11,067点；恒生科技指数升188点或2.3%，收8,467点。大市全日成交总额1,429.88亿元，沪、深港通南下交易录得净流入金额分别为10.12亿及34.24亿元人民币。
恒指本周累升109点或0.4%、国指本周累升40点或0.4%、恒生科指本周累升235点或2.9%。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，昨晚国家主席习近平在北京以视频方式出席并发表重要讲话；本周有多间企业公布大型配股计划，包括美团(03690.HK)以先旧後新方式配股净筹66亿美元(逾512亿港元)及发可换股债券筹逾29.8亿美元(约逾231亿港元)，该股其後获女股神Cathie Wood的方舟投资透过旗下基金共买入。
【科网股上扬 美团续强势】
科网股强势，腾讯(00700.HK)、哔哩哔哩(09626.HK)及快手(01024.HK)股价各升1.8%、6.2%及4.6%，美团(03690.HK)续弹高4.9%收306.4元。外电报道，「女股神」Cathie Wood创办的方舟投资(Ark Investment)管理的交易所买卖基金(ETF)增持逾9.83万股腾讯的美国预托证券、4.36万股拼多多(PDD.US)。
华泰金控近日表报告，维持对美团「买入」评级，下调目标价0.8%至333.9元，料公司2021年外卖业务每单盈利有望增长，指美团正在不断丰富和提高平台外卖供应的种类和质量。预计随着今年第二季增值税带来的不利影响逐渐消退，收入的强劲增长和外卖骑手人工成本的改善有望提高每单盈利。该行预计美团每份外卖订单的息税前利润，将从2020年的0.3元人民币增加至2021年的0.7元人民币(按年增幅1.33倍)。
【市宽续向好 万科绩後挫】
港股今日市宽向好，主板股票的升跌比率23比20(上日为23比18)，恒指成份股今日34只股份上升，下跌股份18只，升跌比率为62比33(上日为56比36)；大市今日录沽空171.06亿元，占可沽空股份成交1,190.27亿元的14.372%(上日14.334%)。
万科(02202.HK)全日股价下挫5%收26.55元。摩根大通发表研究报告指万科首季纯利增3.4%至12.9亿元人民币，对比市场预期共识为全年增长20%；首季收入升30%，惟毛利率由去年下半年的27%降至20%。纯利率则由去年首季的5.5%降至3.7%，边际利润受压属该行预期之内。该行预期今年全年纯利跌3%，主因土地成本上升致利润率下跌。
摩通指，对万科首季表现令人失望，相信未来各券商都将下调预期，令股价受压，对短期看法维持审慎，因相信公司难以解决边际利润问题，但地价会因政策而有所限制，但公司的边际利润需2022年後才可开始缓解，维持「增持」评级，目标价33元。(wl/a)
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