《即日市评》恒指三连升 中移动申「回A」股价扬
受金融、科网及地产股带动下，港股今日持续向上。市场忧虑通胀及美联储或被迫收紧货币政策，美股道指及纳指昨晚各跌0.2%及0.4%，执笔之时美国十年期国债孳息率升至1.654厘，美汇指数回落至89.78水平，美股道指期货最新升88点或0.26%，纳指期货最新升0.8%。摩通亚洲货币指数升0.36%至109.07。今早人币中间价下调50点报6.4357兑一美元，上证综指全日升11点或0.32%收3,529、深证成指跌0.04%，内地创业板指数下滑0.7%，沪深两市成交额7,521亿人民币。
恒指高开243点後升幅扩大，曾升423点一度高见28,617点，全日升399点或1.4%，收28,593点，连升第三个交易日(累涨875点或3.2%)；国指升150点或1.4%，收10,654点；恒生科技指数升117点或1.5%，收7,817点。大市全日成交总额1,305.35亿元，沪、深港通南下交易录得净流入金额分别为15.25亿及38.8亿元人民币。汇控(00005.HK)及友邦(01299.HK)股价各升1.3%及0.8%。而港股明天佛诞将休市一天。
【恒指三连升 科网有支持】
科网股造好，美团(03690.HK)股价升2.3%，腾讯(00700.HK)全日股价升1.2%。腾讯将於本周四(20日)公布截至今年首季度业绩，由於手游及社交平台广告务收入於2020年首季因疫情影响下的基数较高、及公司今年来对视频业务营销推广支出，本网早前综合15间券商预测，腾讯2021年首季非国际财务报告准则纯利料介乎296.27亿至369.51亿元人民币，较2020年首季270.79亿元人民币，按年增加9.4%至增加36.5%；中位数为336.67亿元人民币，按年增加24.3%。
综合9间券商预测腾讯2021年首季纯利料介乎257.63亿至372.21亿元人民币，较2020年首季288.96亿元人民币按年减少10.8%至增加28.8%；中位数为321.13亿元人民币，按年增加11.1%。市场预期去年新冠疫情导致内地网络游戏收入基数较高，料相关业务今年首季收入增长将放缓。由於国家市监局等多部门对经济数据平台企业进行反垄断调查，投资者将关注腾讯管理层对各业务重整特别是金融科技等重组等指引。
【申请回A」股 中移动走高】
港股今日主板市宽向好，主板股票的升跌比率29比13(上日为25比17)，上升股份1,194只(升幅2.9%)，恒指成份股今日53只股份上升，下跌股份2只，升跌比率为96比3(上日44比47)；大市今日录沽空179.83亿元，占可沽空股份成交1,118.14亿元的16.083%(上日17.253%)。
中移动(00941.HK)今日股价上扬2.7%收50.1元，就中移动公布建议进行人民币股份发行，并在上海证券交易所主板，建议发行股数不超过9.64亿股相当於扩大後总股本4.5%，中银国际发表报告表示，今次是继中电信(00728.HK)申请发行A股後，又一间中资电讯公司返回内地上市，认为中移动「回A」对中资电讯营运商属重要及可受惠，因令内地投资者可直接参与投资。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
