《即日市评》友邦绩佳舞高 阿里盈利透明度降股价受压
受友邦(01299.HK)及汇控(00005.HK)等金融股推动下，恒指反覆升及重返两万八关。美国圣路易斯联邦储备银行总裁布拉德料美国进入商业周期扩张阶段，投资者吸纳周期性股份，美股道指及纳指昨晚升1.3%及0.7%，执笔之时美国十年期国债孳息率跌至1.639厘，美汇指数回落至90.47水平，美股道指期货最新升159点或0.47%，纳指期货最新升0.9%。上证综指全日升60点或1.77%收3,490、深证成指升2.1%，内地创业板指数涨3.1%，沪深两市成交额至9,017亿人民币。
恒指高开154点，初段曾倒跌2点，其後再转升，曾抽高345点一度高见28,064点，最终全日升308点或1.1%，收28,027点；国指升64点或0.6%，收10,404点；恒生科技指数跌34点或0.45%，收7,565点。大市全日成交总额1,508.71亿元，沪、深港通南下交易半日录得净流入金额分别为25.12亿及33.24亿元人民币。药股受捧，中生制药(01177.HK)及石药(01093.HK)股价各抢高3.5%及10.4%。
恒指本周累跌583点或2%、国指本周累跌294点或2.7%、恒生科指本周累跌389点或4.9%。美国上周五晚(7日)公布4月非农业职位增加不及市场预期，令市场预期复苏之路更长，而美国近日公布今年4月消费物价指数按年升4.2%超出市场预期，亦触发商品市场及科网股反覆波动。
【石药弹一成 友邦绩後扬】
汇控(00005.HK)全日股价升近2%收48.75元；友邦保险(01299.HK)公布首季业绩胜预期，全日股价弹高6.3%收102.2元。瑞银发表报告表示，友邦公布今年首季新业务价值按实质汇率计升25%，按固定汇率计则升19%，显示3月份呈快速增长，令公司首季表现远胜预期，相信是产品销量增长(年化新保费升15%)及毛利率(由56.5%升至61.6%)扩大所推动，确认该行对其毛利复苏预期的观点。
瑞银指，重申对友邦保险「买入」投资评级，上调目标价由115元升至118元，决定调高对公司2021年新业务价值按实质汇率计(AER)增长预测3%至28%((按固定汇率计则料升24%)。
【升股一千只 阿里绩後弱】
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9比33)，上升股份1,045只(升幅2.7%)，恒指成份股今日38只股份上升，下跌股份13只，升跌比率为69比23(上日为9比85)；大市今日录沽空234.86亿元，占可沽空股份成交1,277.02亿元的18.391%(上日14.046%)。
部份科网股公布业绩後受压，阿里巴巴(09988.HK)全日股价下滑4%收204.6元，哔哩哔哩(09626.HK)股价挫6.2%。摩根大通发表报告表示，阿里巴巴截至今年3月底止季度业绩及对2022财年(截至2022年3月底止财年)收入指引大致符合该行及市场预期，但相信投资者最关心是公司的投资进程上，因阿里管理层指会将所有新增利润都投入到重点战略领域，比如技术创新及用户增长等。
该行认为阿里巴巴正进入一个巨大投资周期，公司希望在新的财年尽快实现中国消费市场年度购买用户超过10亿的目标(截至今年3月底财年末的年度购买用户为8.91亿)，要达到相关目标，估计市场对阿里2022财年经调整盈利增长14%预测有下行风险，摩通指此更意味阿里於2022财年(截至2022年3月底止财年)盈利将会为零增长，此会令市场人士感到失望，投资者会关注投资何时才可取得回报包括2023财年前景，但要评估时取得回报料目前仍属言之过早，料阿里股价对此反应负面。
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