《即日市评》北水重临 港股成交增60% 疫苗股捱沽
受金融及科网股升势带动下，港股今日回升。美股昨晚个别发展，道指创收市新高升0.3%，纳指先升後倒跌0.4%，外电报道美国总统拜登支持放弃新冠疫苗知识产权，但案仍需要得到世贸164个成员的共识；执笔之时美国十年期国债孳息率跌至1.571厘，美汇指数跌至91.09水平，美股道指期货最新升23点或0.07%，纳指期货最新升0.2%。内地结束「五一」长假後，A股今日复市，上证综指全日跌5点或0.16%收3,441、深证成指跌1.58%，内地创业板指数跌2.5%，沪深两市成交额共8,755亿人民币。
恒指高开229点後，早段曾升335点一度高见28,753点，其後曾全数蒸发升幅，并一度倒跌33点见28,384点，其後再度上升，最终全日升219点或0.77%，收28,637点；国指升34点或0.32%，收10,756点；恒生科技指数升28点或0.36%，收8,136点。「北水」回归，大市成交总额按日升59%至1,610.6亿元，沪港通南下交易录得净流出1.36亿元人民币，深港通南下交易录得净流入金额20.46亿元人民币。
友邦(01299.HK)全日股价升2.2%收99.25元，汇控(00005.HK)涨1.6%。美国支持豁免对新冠疫苗知识产权保护，国药(01099.HK)、中生制药(01177.HK)及复星医药(02196.HK)各挫6.8%、5.8%及14.1%，
【百威绩後弹 安踏李宁扬】
百威亚太(01876.HK)全日股价上扬4.9%收25.5元，成升幅最大蓝筹股。高盛发表报告指，百威亚太首季业绩稳固，表现优於预期，其中EBITDA正常化，录5.28亿美元，优於该行预期的4.57亿美元，及市场预期的4.78亿美元。该行表示，集团季绩胜预期主要由於中国业务收入增长92.5%，EBITDA亦按年上升243.5%，亦较2019年第一季高6%。该行重申百威亚太股份「买入」评级及目标价29元。
内地体育用品股受追捧，安踏(02020.HK)全日股价涨3.9%收145元，李宁(02331.HK)股价扬6.5%，特步(01368.HK)弹高14%。瑞信发表中国体育用品行业报告表示观察了各体育用品品牌公司近周(由4月27日至5月3日)在内地天猫旗舰店的销售表现，比较2020年同期水平，李宁旗下「中国李宁」品牌近周在天猫旗舰店销售按年大升419%，其次是安踏升46.3%、特步升29.3%。
【市宽呈改善 海底捞捱沽】
港股今日主板市宽改善，主板股票的升跌比率20比23(上日为17比25)，恒指成份股今日34只股份上升，下跌股份19只，升跌比率为62比35(上日为51比44)；大市今日录沽空206.9亿元，占可沽空股份成交1,345.49亿元的15.378%(上日18.378%)。
海底捞(06862.HK)全日股价挫7.4%收44.45元，成跌幅最大蓝筹股。摩根士丹利发表报告，引述海底捞管理层透露，今年4月份旗下餐厅整体翻桌率低於3次，回复到2019年同期的约70%水平，亦较3月份的3.5至3.7次下跌，表现较市场预期差。於5月1日至5日的「五一」长假期间，海底捞整体翻桌率为约4.5至5次，恢复至2019年同期的约70%至75%水平，较首季的70%略有增长。大摩给予海底捞「与大市同步」评级，基於2022年预测市盈率约36倍，予目标价56元。(wl/a)
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