《即日市评》北水暂停 港股成交降至逾两月低 友邦重拾「红底股」
受友邦(01299.HK)及汇控(0005.HK)带动下，港股今日期指结算日向上。美联储局一如预期维持货币政策不变，并承诺每月买债规模为1,200亿美元，强调现时开始考虑撤销刺激措施是为时尚早；执笔之时美国十年期国债孳息率升至1.651厘，美汇指数跌至90.71水平，美股道指期货最新升127点或0.38%，纳指期货最新升近1%。今早人民币中间价升138点子报6.4715兑1美元，创近两个月新高，上证综指全日升17点或0.5%收3,474、深证成指涨0.46%，沪深两市成交额增至8,222亿人民币。
恒指高开196点後，早段曾升333点一度高见29,405点，其後升幅曾收窄至91点，全日升231点或0.8%，收29,303点；国指升35点或0.3%，收11,049点；恒生科技指数跌32点或0.38%，收8,500点。大市全日成交总额降至1,197.46亿元，录逾两个月低(2月11日成交额920.87亿元，为半日市)，沪、深港通南下交易因内地「五一」长假期暂停。
腾讯(00700.HK)今日股价上扬0.6%收631.5元。外电引述消息指，中国正准备处罚腾讯至少100亿元人民币，以解决反垄断的指控。
【友邦领航大市 渣打绩後抽高】
汇控全日股价走高1.8%收48.3元。友邦保险领航大市，股价重返「红底」股，全日上扬3.7%收103.5元，单股贡献恒指104点升幅。据《证券时报》近日报道，有香港保险代理人透露受疫情影响香港仍没有恢复正常通关，已经有一些客户选择去澳门买保险。近日，友邦保险集团首席执行官兼总裁李源祥对外表示，澳门去年9月底重启个人游计划，促使内地访客销售在第四季度占友邦保险澳门分公司的年化新保费超过三分之一。
渣打(02888.HK)午後抽上，全日股价扬4.4%收55.05元。渣打中午公布首季业绩，基本表现除税前溢利按年增加18%至14.46亿美元，高於本网早前综合3间券商介乎9.94亿美元至10.71亿美元的预测。基本表现经营收入按年倒退9%，期内信贷减值2,000万美元，较去年同期的9.56亿美元大减。首季法定表现除税前溢利按年增长59%至14.13亿美元高预测。法定表现纯利按年增长1.14倍至10.92亿美元。普通股股东有形权益回报10.6%，较去年同期的5.1%大幅提升。
【上升股一千只 比亚迪系捱沽】
港股今日主板市宽向好，主板股票的升跌比率25比17(上日为20比22)，上升股份1,033只(升幅2.8%)，恒指成份股今日42只股份上升，下跌股份13只，升跌比率为76比24(上日为45比51)；大市今日录沽空166.51亿元，占可沽空股份成交945.24亿元的17.615%(上日14.296%)。
比亚迪系受压，比亚迪(01211.HK)全日股价下滑3.2%收168.8元，比亚迪电子(00285.HK)股价急挫12%。瑞信发表报告指，比亚迪电子首季收入按年增长132%符该行预期，但首季收入仅相当於市场对其上半年预测的39%，期内毛利率按季收窄3.5个百分点至6.4%，低於该行及市场预期。
瑞信指，比亚迪电子毛利率逊色，主要因为EMS收入占比提升，以及零件/EMS业务毛利率较低，虽然毛利率较低，公司净利相当於该行对其上半年预测的43%，意味公司已降低经营开支比率或於首季有较高的非经营收益，该行予比亚迪电子「中性」评级，目标价41.2元。
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