《即日市评》恒指向下守两万八 美团「十连跌」
受金融及科网股跌势拖累，恒指今日续跌及险守两万八关。市场担忧通胀，美股道指昨晚跌0.1%、纳指下滑2.6%，昨晚十年期美国国债孳息率重上1.602厘；执笔之时美国十年期国债孳息率升至1.616厘，美汇指数升至90.14水平，美股道指期货最新跌174点或0.5%，纳指期货最新跌1.2%。中国4月CPI按年增速扩至0.9%(市场预期升1%)、内地4月PPI按年增速加快至6.8%(市场原预期6.5%)，今早人币中间价续上调171点报6.4254兑一美元近三年高，上证综指全日升13点或0.4%收3,441、深证成指升0.35%，沪深两市成交额共8,432亿人民币。
恒指今早低开309点，其後跌幅一度扩大至684点曾低见27,910点，其後跌幅略为收窄，全日跌581点或2.03%，收28,013点；国指跌219点或2.1%，收10,431点；恒生科技指数跌236点或3%，报7,649点。大市全日成交总额增至1,887.49亿元。沪、深港通南下交易录得净流入金额分别为25.87亿及38.27亿元人民币。港交所(00388.HK)及友邦(01299.HK)股价各走低2.6%及3.1%。金属股回吐，江西铜(00358.HK)吐7.7%，鞍钢(00347.HK)下滑9.8%。
【美团「十连跌」 忧监管压力】
科网股持续受压，腾讯(00700.HK)及阿里巴巴(09988.HK)股价各下滑1.8%及3.5%，美团(03690.HK)下挫5.3%收249元(连跌十个交易日，累挫20.4%)，哔哩哔哩(09626.HK)股价走低7.4%，快手(01024.HK)跌5.3%。上海市消保委约谈美团，指美团在消费者权益保护方面存在突出问题。花旗发表报告，相信美团及拼多多(PDD.US)遭约谈符合对互联网平台的整体监管方向，目的是保障消费者权益，及确保合理和公平的竞争。
花旗表示，上海消保委指出互联网公司过分强调用户流量，对业务发展是不健康，又指引互联网平台改善自身管理以保障商户及消费者。花旗料互联网平台的用户增长将放缓，可能导致交易总额(GMV)或收入增长放缓，且成本或会上升及需额外投资以符合监管要求，对股价的威胁可能长期存在。
【跌股千三只 吉利股价挫】
港股今日主板市宽转弱，主板股票的升跌比率11比33(上日为23比9)，下跌股份1,351只(跌2.7%)，恒指成份股今日4只股份上升，下跌股份51只，升跌比率为7比93(上日为69比25)；大市今日录沽空264.92亿元，占可沽空股份成交1,643.8亿元的16.116%(上日13.696%)。
中资汽车股向下，比亚迪(01211.HK)股价跌2.9%，吉利(00175.HK)股价下挫6.4%收17.98元，为跌幅最大蓝筹股。美银证券发表报告指，对吉利汽车产品周期看法正面，其渠道调查显示芯片短缺对第二、三季的影响或多过原先预期，而该行阅读长汽首季业绩後，认为通胀及成本提升情况将持续至第三季。另外该行估计吉利销售及营销开支较高，主要因为公司正进取地发展新高端新能源车品牌Zeekr。该行将公司评级由「买入」降至「跑输大市」，目标价由30元大降至17元。(wl/u)
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