《即日市评》科网股弱港股转跌 原材料股及复药受热捧
受科网股跌拖累，港股今日反覆向下。美国上周五(7日)公布4月非农业职位增加26.6万个，不及市场预期增100万的30%；失业率升至6.1%，较3月升0.1个百分点(高市场预期)，令市场预期复苏之路更长，具指标性的美国十年期债券孳息率上周五曾跌穿1.5厘，执笔之时美国十年期国债孳息率升至1.594厘，美汇指数跌至90.11水平，美股道指期货最新升71点或0.2%，纳指期货最新跌0.34%。人民币即期收升416点至6.4173兑一美元创近三年新高，上证综指全日升9点或0.27%收3,427、深证成指跌0.1%，内地创业板指数升0.4%，沪深两市成交额共8,550亿人民币。
恒指今早高开166点，早段曾升231点一度高见28,842点，其後走势逆转，最多跌157点，午後跌幅有所收窄，全日跌14点或0.1%，报28,595点。国指跌47点或0.45%，报10,651点；恒生科技指数跌68点或0.9%，报7,886点。大市全日成交总额1,635.12亿元，沪、深港通南下交易全日录得净流出金额分别为6.07亿元及26.58亿元人民币。原材料股受捧，神华(01088.HK)股价弹高5.6%，江西铜(00358.HK)及马钢(00323.HK)股价各升12.4%及14.4%，中海油(00883.HK)股价上扬4.6%。
【原材料股涨 科网股受压】
科网股受压，阿里巴巴(09988.HK)及腾讯(00700.HK)股价各走低2.1%及0.8%，快手(01024.HK)跌1.8%；美团(03690.HK)股价挫7.1%收262.8元，连跌九个交易日(累跌16%)。国家市场监管总局召开互联网平台企业整改督查专题会，对互联网平台企业整改督查和评估工作进行调度。会议听取了各相关省(市)市场监管局督促平台企业整改工作汇报，在4月13日的行政指导会後，有的地方召开整改督导专题会，进一步明确平台企业整改要求。各地平台企业对照整改清单，开展自查自检，逐项进行整改。
会议指出，充分认识平台企业整改督查工作的重要意义，立即对34家平台企业开展中期督导，全面检查平台企业落实4月13日行政指导会整改要求情况，并对整改效果进行评估，确保各平台企业切实整治「二选一」等突出问题，在限期内高质量完成整改，并对问题突出的平台企业进行重点检查。
【升股九百只 复药飙两成】
港股今日主板市宽改善，主板股票的升跌比率23比19(上日为17比25)，上升股份966只(升3.5%)，恒指成份股今日38只股份上升，下跌股份14只，升跌比率为69比25(上日为61比38)；大市今日录沽空191.94亿元，占可沽空股份成交1,401.49亿元的13.696%(上日16.893%)。
部份疫苗股受追捧，国药(01099.HK)全日股价涨6.6%收25.8元，国药新冠疫苗列入世卫紧急使用清单；复星医药(02196.HK)全日股价飙升25%收62.6元；复星国际(00656.HK)股价亦扬5.8%。就复星医药与BioNTech订立条款书，为新冠疫苗产品的本地化生产及商业化而拟设立一家合资公司，双方将分别持股50%，瑞信发表报告表示，合组公司的时点较该行原预期为早，令人感到惊喜，该行重申对复星医药「跑赢大市」评级，按加总估值，H股目标价由52元上调至60元。
瑞信估计复星医药与BioNTech所组合营，或可达到复必泰「BNT162b2」全球产量20%，料可成复星医药的催化剂。(wl/u)
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