《即日市评》恒指倒跌 快手B站涨 美团遭市监局调查
市场担心全球新冠疫情恶化，特别是印度连续四天新增新冠确诊逾30万宗(当局料疫情或要在5月中才见顶)，阻碍经济复苏步伐，恒指今日向下。执笔之时美国十年期国债孳息率升至1.578厘，美汇指数跌至90.77水平，美股道指期货最新升7点或0.02%，纳指期货最新跌0.3%。上证综指全日跌近1%收3,441、深证成指跌近0.9%，沪深两市成交额共9,085亿人民币。
恒指高开27点，早段一度升160点见29,238点，午後转跌，尾市曾跌170点见28,908点，全日跌125点或0.4%，收28,952点；国指跌86点或0.8%，收10,981点；恒生科技指数升17点或0.2%，收8,485点。大市全日成交总额1,474.83亿元，沪、深港通南下交易净流入金额分别为17.36亿及14.97亿元人民币。
美团(03690.HK)全日股价跌0.5%收305元。国家市场监管总局於今日收市後公布对美团实施「二选一」等涉嫌垄断行为立案调查。
【美团遭调查 快手B站涨】
字节跳动否认上市传言，部份科网股有支持，快手(01024.HK)全日股价升6.9%报274.4元。哔哩哔哩(09626.HK)升5.2%报905元，中金发表报告表示，内地整治短视频侵权可令生态完善，认为相关举措有望打击内地现存影视作品盗版传播问题，形成「先授权後使用」的健康版权生态，使内容生产方合法权益得到进一步保障。
中金认为具备优质版权内容储备的公司更有可能受益於版权生态的改善，建议关注相关视频平台，以及具备优质内容生产能力的剧集公司华策影视(300133.SZ)及拥有新丽传媒的阅文集团(00772.HK) 等。
【长汽股价挫 国泰逆市扬】
港股今日市宽转弱，主板股票的升跌比率20比23(上日为23比20)，下跌股份971只(跌幅2.4%)，恒指成份股今日12只股份上升，下跌股份41只，升跌比率为22比75(上日为62比33)；大市今日录沽空177.85亿元，占可沽空股份成交1,214.86亿元的14.64%(上日14.372%)。
长汽(02333.HK)全日股价下挫7.3%收20.3元。长汽表示公司目前面临芯片供应紧张的情况，工厂生产受到一定程度影响，但均未停产。针对芯片市场供应紧张的情况，公司正主动采取多种措施积极应对，包括在全球范围内积极采购芯片及加强供应链管理等方式，缓解芯片供应紧张带来的影响。
国泰(00293.HK)股价逆市上扬2.5%收7.07元。香港特区政府今日(26日)公布重启与新加坡的「航空旅游气泡」计划，瑞信发表报告表示，由於最近疫情再趋稳定，两地政府均积极就此重新启谈判，该行指对重启计划并不令人感到意外，即使在最初阶段的指定航班数量有限，亦显示出向积极方向迈步。但瑞信认为国泰短期复苏艰难，维持对国泰「中性」评级及目标价7.2元。(wl/u)
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