《即日市评》港股牛皮上落 汇控绩後扬
投资者观望美联储局本周议息、美国建议向富人开徵更高的资本利得税情况，港股今日反覆上落。美股道指昨晚跌0.2%、纳指创收市高升0.9%，执笔之时美国十年期国债孳息率升至1.579厘，美汇指数升至91.02水平，美股道指期货最新升37点或0.11%，纳指期货最新升0.1%。内地3月规模以上工业企业利润按年增92.3%，上证综指全日微升1点或0.04%收3,442、深证成指涨近0.28%，内地创业板指数升0.6%，沪深两市成交额共7,646亿人民币。
恒指低开57点，早段曾跌159点曾低见28,793点，其後反覆倒升92点一度高见29,045点，收市前再度回软，全日跌11点或0.04%，收28,941点；国指升2点或0.02%，收10,983点；恒生科技指数升31点或0.4%，收8,516点。大市全日成交额1,454.47亿元，沪港通南下交易录得净流出526万元人民币，深港通南下交易录得净流入金额22.56亿元人民币。
美团(03690.HK)全日股价反覆升2.6%收313元，投行摩根士丹利指对美团遭市监局立案调查，市场不会感意外或可去除不明朗因素。
【汇控绩後扬 季绩胜预期】
汇控(00005.HK)全日股价上扬近2%收46元。汇控中午公布首季业绩，列账基准除税前利润按年增长79%至57.79亿美元，纯利按年增长1.17倍至38.8亿美元，远高於本网早前综合3间券商介乎26.49亿美元至36.93亿美元的预测。每股盈利0.19美元。季内列账基准收入按年减少5.1%至129.86亿美元。盈利按年显着增长主要由於季内录得预期信贷损失拨回4.35亿美元，去年同期经调整预期信贷损失及其他信贷减值拨备则为31.17亿美元。集团公布，不拟派发季度息，并将於8月公布中期业绩时考虑是否派发股息。
汇控行政总裁祈耀年表示净息差仍受低息环境影响，首季已为部份存款重新定价，贷款息差则有扩阔，尤其是在英国市场。他指将会视乎次季业绩决定是否於中期派息，并指今年没有回购计划，对集团储备持审慎态度。
花旗发表报告表示，汇控首季业绩远胜市场预期，经调整除税前利润录64亿美元，高於证券同业预期49%，主要受收入强劲(高於市场预期5%)、预期信用损失准备回拨4亿美元推动。该行指，汇控今年业绩开端强劲，净息差似乎已稳定下来，与资本市场相关的收入亦表现强劲，更新的信用损失准备指引和拨备前利润优於预期。
【美团呈倒升 药明生物挫】
港股今日市宽变动不大，主板股票的升跌比率21比20(上日为20比23)，恒指成份股今日19只股份上升，下跌股份32只，升跌比率为35比58(上日为22比75)；大市今日录沽空153.53亿元，占可沽空股份成交1,216.47亿元的12.621%(上日14.64%)。
药明生物(02269.HK)全日股价下挫6%收107.9元。药明生物公布获主要股东Biologics Holdings知会计划配售1.08亿股现有股份(占公司已发行股本2.56%)，每股配售价为107元，较昨收市价114.8元折让6.79%共套115.56亿元，完成後对药明生物持股量降至17.44%。大和发表报告表示，在今轮配股减持交易之前，Biologics Holdings已进行了10轮配售旧股及4轮配售新股的交易。
大和认为，药明生物主要股东Biologics Holdings配股减持，相信是受到风险投资(VC)及私募股权投资(PE)基金所推动，因很多风险投资及私募股权投资基金曾参与了2015年身为中概股的药明康德(02359.HK)的私有化计划(药明康德其後分别在香港及内地挂牌)，当时药明生物属药明康德的一部份，而该行称对药明生物的未来增长趋势仍然乐观。该行重申对药明生物「买入」评级及目标价140元。(wl/a)
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