《即日市评》耶伦突提加息 港股向下 港银内银股逆市扬
市场担心美国或提早加息，港股今日受科网股等拖累向下。美国财长耶伦表示利率或有需要提高，以确保经济不会过热，不过及後她淡化加息的言论，称没有在预测或者建议联储局加息；美股昨晚个别发展，道指一度跌347点，尾市收复失地并以接近全日高位收市升0.06%，纳指则跌1.9%。执笔之时美国十年期国债孳息率跌至1.604厘，美汇指数升至91.39水平，美股道指期货最新升111点或0.3%，纳指期货最新升0.5%；而内地「五一」长假，A股今日休市及将於明早复市。
香港4月Markit采购经理指数略降至50.3，恒指低开129点後，早段跌幅曾扩大至231点低见28,325点，其後一度倒升120点一度高见28,677点，午後辗转向下，最终全日跌139点或0.5%，收28,417点；国指跌43点或0.4%，收10,721点；恒生科技指数跌176点或2.1%，收8,107点。大市全日成交总额1,011.98亿元，沪、深港通南下交易因内地「五一」长假暂停。内地「五一」黄金周近尾声，濠赌股走低，金沙中国(01928.HK)下滑4.3%，银娱(00027.HK)跌2.6%。
【科网股走弱 恒生中银扬】
市场担心美国或提早加息，本港上市的科网股今日受压，腾讯(00700.HK)股价下滑1.8%收610.5元，阿里巴巴(09988.HK)股价走低2.3%收220元，百度(09888.HK)股价下滑3.5%收194.3元，网易(09999.HK)股价走低3.1%。
本港银行股有支持，中银香港(02388.HK)股价涨1.8%收28.05元，恒生银行(00011.HK)股价上扬3.4%收157.3元。海通国际发表报告指，本港首季不同行业贷款都有增长，特别是联合贷款和交易融资类别。虽然近日美国通胀加剧，但根据联邦公开市场委员会(FOMC)声明短期「收水」可能性低。香港经济显示多个复苏讯号，近日对社交距离措施的解封及未来旅游气泡等或会加速复苏，有助改善资产质素，银行可望在未来数季温和释放一二类别的拨备。
海通国际指，因应港银首季盈利改善，以及管理层对盈利展望更乐观，已升汇控(00005.HK)和中银香港(02388.HK)评级至「跑赢大市」，同时升行业展望至「中性」，认为本地经济复苏和美国当局或更早「收水」，均有助香港银行转向更正面。
【跌股一千只 内银股造好】
港股今日主板市宽转弱，主板股票的升跌比率17比25(上日为25比16)，下跌股份1,034只(跌幅2.3%)，恒指成份股今日28只股份上升，下跌股份24只，升跌比率为51比44(上日为76比24)；大市今日录沽空145.32亿元，占可沽空股份成交790.71亿元的18.378%(上日17.269%)。
内银股有支持，招行(03968.HK)全日股价涨2.5%，交行(03328.HK)股价扬3.3%。摩根大通发表报告，指内银股在首季表现令人失望，特别是国有银行的盈利增长方面，下调国有银行盈利增长预测，预期股本回报率进一步收窄，加上华融事件亦反映国有银行面对的国企债务风险，以及银行被要求为政府救助融资的风险。
摩根大通指，下调对农行(01288.HK)、交行评级至「中性」，升中行(03988.HK)评级至「增持」，以反映其资产质素改善和海外业务表现，指招行以及邮储行(01658.HK) 为行业首选。(wl/a)
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