《即日市评》恒指止连升 腾讯首季多赚65%
恒指连升第三个交易日(累涨875点或3.2%)後，受金融股跌势拖累下，港股今日随外围回落。美联储议息记录显示委员认为在某个时点合适讨论收紧量宽，美股道指及纳指昨晚各跌0.5%及0.03%，执笔之时美国十年期国债孳息率升至1.657厘，美汇指数回升至90.03，美股道指期货最新跌115点或0.3%，纳指期货最新跌0.2%。人行公布5月份一年期和五年期LPR分别为3.85%及4.65%符合市场预期，上证综指全日跌4点或0.11%收3,506、深证成指升0.35%，沪深两市成交额共8,646亿人民币。
恒指今早低开180点，早段曾跌300点一度低见28,293点，其後跌幅曾收窄至85点，最终全日跌143点或0.5%，收28,450点；国指跌11点或0.1%，收10,642点。恒生科技指数升98点或1.3%，收7,915点。大市全日成交总额1,687.93亿元，沪、深港通南下交易录得净流入金额分别为17.13亿及47.87亿元人民币。友邦(01299.HK)及汇控(00005.HK)股价下滑2%及1.5%。
【金融股造淡 腾讯股价稳】
腾讯控股(00700.HK)今日股价升0.2%收609元，公司收市後公布截至今年3月底止首季业绩，营业额1,353.03亿元人民币按年升25.2%符预期介乎1,308.36亿至1,388.74亿人民币，纯利477.67亿人民币按年升65.3%，胜本网综合券商预期的介乎257.63亿至372.21亿元；每股盈利5.02元人民币。腾讯首季非标准会计准则纯利为331.18亿人民币，按年增22%，符预期的介乎296.27亿至369.51亿元，每股盈利为3.481元。
腾讯首季增值服务业务收入按年增长16%至724亿元。游戏收入增长17%至436亿元。网络广告业务收入增23%至218亿元。金融科技及企业服务业务收入增47%至390亿元。至3月底止，微信及WeChat的合并月活跃账户数为12.42亿，按年增3.3%；QQ的移动终端月活跃账户数为6.06亿，跌12.6%；收费增值服务注册账户数为2.26亿，增14.3%
【美团京东扬 汽车股弹高】
港股今日主板市宽转弱，主板股票的升跌比率18比23(上日为29比13)，恒指成份股今日16只股份上升，下跌股份38只，升跌比率为29比69(上日96比3)；大市今日录沽空257.42亿元，占可沽空股份成交1,464.73亿元的17.575%(上日16.083%)。
部份科网股弹高，小米(01810.HK)全日股价升2.8%，美团(03690.HK)抢高5%收273.2，而京东集团(09618.HK)股价上扬3.7%。大和发表报告表示，京东集团今年首季收入优於市场原预期6%，业绩惊喜包括用户增长、平台及物流业收入，虽然公司今年第二季投资会按季上升，但相信京东的投资取向已较同业保守，其藉「京喜」及线上杂货业务以推升未来一至两年收入增长。大和表示，重申对京东「买入」评级，上调目标价由425元升至465元。
汽车股受捧，比亚迪(01211.HK)股价抽上6.3%，长汽(02333.HK)及吉利(00175.HK)股价分别走高7.4%及4.3%。瑞穗发表研究报告，指与吉利管理层会面，管理层有信心达成今年153万部销售目标，相信毛利亦会改善，因目前产品组合改善与新型号正带动均价上升，不过目前盈利正受资本开支与新业务影响。予目标价39.4元，评级「买入」。
瑞穗指，吉利4月份表现较弱，主因去年高基数与受晶片短缺影响，不过零售销售按年仍有增长。新品牌「极氪」旗下首款001，将於8月起付运，目标於年底销售达1万部，同时计划於未来三年推出7款新车，料研发基建费将影响短期盈利。
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