《即日市评》汇控领航港股 小米吉利受压
受汇控(00005.HK)升势所带动下，恒指今日反覆回升。市场观望美联储局本周议息，美股昨晚个别发展，道指及标普500指数接近平收，纳指偏软。执笔之时美国十年期国债孳息率升至1.642厘，美汇指数升至91水平，美股道指期货最新跌53点或0.16%，纳指期货最新跌0.1%。市传工行(01398.HK)新加坡分行向华融(02799.HK)授贷偿付6亿坡元离岸债，上证综指全日升14点或0.4%收3,457、深证成指涨0.94%，内地创业板指数升2.2%，沪深两市成交额共7,882亿人民币。
恒指高开50点，早段曾跌54点一度低见28,887点，其後反覆上升，并以全日高位29,071点收市，升129点或0.45%。国指升31点或0.3%，收11,014点；恒生科技指数升16点或0.2%，收8,532点。大市全日成交总额降至1,362.71亿元，沪、深港通南下交易录得净流入金额分别为6.16亿及17.68亿元人民币。港交所(00388.HK)公布首季按年多赚70%至38.4亿元符预期，全日股价微跌0.2%收488.8元。
【港交所靠稳 汇控有支持】
汇控全日股价上扬3.2%收47.45元。高盛发表报告表示，重申对汇控「买入」评级，上调其目标价由57元升至59元，指集团今年首季盈利胜预期，受惠於收入前景改善、信贷需求回升及强劲的财富管理业务所推动。
高盛认为，汇控有多项潜在因素推动市场提升盈利预测，当中包括信贷成本减少、收入较高及成本固定。汇控管理层预计今年信贷成本将少於32亿美元，低於市场原先共识的44亿美元，此足以上调对其全年核心除税前溢利预测最少8%，而该行上调对汇控2021年至2022年核心每股盈利预测各16%及1%。
【小米有沽压 吉利遭唱淡】
港股今日主板市宽变动不大，主板股票的升跌比率20比22(上日为21比20)，恒指成份股今日25只股份上升，下跌股份28只，升跌比率为45比51(上日为35比58)；大市今日录沽空163.33亿元，占可沽空股份成交1,142亿元的14.296%(上日12.621%)。
小米集团(01810.HK)今日股价曾挫6.5%一度低见24.6元，全日收元下滑3.8%。印度连续六日单日新冠病毒确诊病例超过30万，有世卫专家更料或高达5亿人染疫，投资者担心疫情将冲击当地经济，影响小米在印度业务表现。调查机构Strategy Analytics发表的报告指，按品牌划分，小米2021年首季出货量按年增5%至1,030万台，在印度智能手机的市占率26.5%排名第一，但对比小米去年首季市占率32%按年明显下滑，在当地市占率第二位及第三位分别为三星及Vivo各为18.6%及18%，报告指小米在印度市场临到来自三星及Vivo的激烈竞争。
吉利(00175.HK)全日跌近4%收20.65元。瑞银发表研究报告，降吉利评级至「中性」，相信公司SEA电动车平台大致获得投资者认同，而合营的安排令上市公司在低端传统业务相对有较重比例，而高端电动车业务的比例较少。短期利润亦因产品组合调整受压，目标价由34元降至24元。
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