《即日市评》港股回升 成交降至逾半年低 油股金属股强
受汇控(00005.HK)及友邦(01299.HK)升势带动下，港股今日回升。美联储局主席鲍威尔表示美国经济取得实质性进展，但低收入群体及少数族裔的复苏失冲；市场对美国经济重启後强劲增长感乐观，美股道指昨晚升0.7%，纳指涨0.5%；执笔之时美国十年期国债孳息率跌至1.618厘，美汇指数升至91.34水平，美股道指期货最新跌15点或0.04%，纳指期货最新跌0.4%。；而内地「五一」长假，A股休市至本周三。
恒指高开80点，早段曾倒跌36点一度低见28,321点，其後回升尾市高见28,577点，最终全日升199点或0.7%，收28,557点；国指升52点或0.5%，收10,765点；恒生科技指数升56点或0.7%，收8,284点。大市全日成交总额缩减至908亿元，录自去年10月8日以来逾半年最低水平。沪、深港通南下交易因内地「五一」长假暂停。汇控全日股价走高1.8%收48.15元，友邦股价涨1.7%收97.95元。
【汇控友邦涨 油股有支持】
石油股有支持，中石油(00857.HK)股价上扬3.5%收2.92元，中海油(00883.HK)及中石化(00386.HK)股价各升1.6%及4.1%。摩根大通近日发表报告表示，相信投资者是时候再审视中石油。中石油管理层於分析员电话会议进一步澄清今年首季度天然气、管道业务情况，确认该行认为中石油旗下管道资产的损失影响并非市场原预期般坏。该行相信中石油早前股价反映了投资者对公司天然气利润业务改善的信心不断增强。
美银证券预计中石油今年第二季布兰特原油价格平均每桶67美元，按季上升6美元，由於中石油对油价上升的敏感性很高，加上公司的管道资产分拆後，天然气和管道业务表现优於预期，因此分别上调2021及2022年度的纯利至606亿和511亿人民币，并将目标价由3.6元提高到3.9元，重申「买入」评级。
【升股一千只 金属股弹高】
港股今日主板市宽改善，主板股票的升跌比率25比16(上日为15比28)，上升股份1,053只(升幅2.9%)，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9比84)；大市今日录沽空122.27亿元，占可沽空股份成交708.02亿元的17.269%(上日20.642%)。
金属股有支持，紫金(02899.HK)及中国黄金国际(02099.HK)股价各抽高12.6%及7.4%，江西铜(00358.HK)及中铝(02600.HK)全日股价上扬8%及9.1%。洛阳钼业(03993.HK)股价上扬8.3%，鞍钢(00347.HK)及马钢(00323.HK)股价分别走高6.1%及5.3%。
中远海控(01919.HK)今日股价弹高6.5%收16.4元。摩根士丹利发表报告指，中远海控管理层预期近日美国航线现货运价上升，反映出供需关系持续紧张，管理层认为，最近美国航线的即期加价反映了美国航线的供求关系紧张，在美国市场前景乐观的支持下，船公司可能对续约後提价更有信心。大摩引述中远海控管理层预期，在没有重大负面事件的情况下，目前的高运价水平料得以维持。该行指出，近日每标准箱成本分别按年及按季上升18%及13%，由於大型包船合约今明两年未到期，只有部分小型合约於下半年至明年需要重续，相信对全年资本开支影响不大。(wl/u)
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