《即日市评》腾讯受压恒指反覆升 炒「染蓝」热门股弹
腾讯(00700.HK)宣布加大投资後股价受压，恒指今日反覆上落。美上周新申领失业救济人数跌至44.4万人，创新冠以来新低支持大市，美股道指及纳指昨晚各升0.6%及1.8%，执笔之时美国十年期国债孳息率跌至1.627厘，美汇指数回落至89.79，美股道指期货最新升29点或0.09%，纳指期货最新升0.16%。上证综指全日跌20点或0.58%收3,486、深证成指跌0.8%，沪深两市成交额共8,080亿人民币。
恒指今早高开134点後掉头向下，曾跌163点一度低见28,286点，最终全日反覆升8点或0.03%，收28,458点；国指升59点或0.56%，收10,702点；恒生科技指数升109点或1.4%，收8,025点。大市全日成交总额1,519亿元，沪、深港通南下交易录得净流入金额分别为20.1亿及16.64亿元人民币。
恒指本周累升430点或1.5%、国指本周累升297点或2.9%、恒生科指本周累升460点或6.1%。市场近日担心通胀压力，美汇指数近日跌穿90水平，市场亦传出美国取消对伊朗制裁的磋商有进展，令原油期货价格昨晚下跌逾2%。
【炒恒指季检 热门股抢升】
恒生指数收市後公布季度检讨结果，部份获市场憧憬「染蓝」的股份抽上，京东(09618.HK)及网易(09999.HK)股价分别弹高2.8%及4.8%，李宁(02331.HK)扬2.5%，而平安好医生(01833.HK)全日价抢升5.4%，农夫山泉(09633.HK)全日扬6.4%。
中金近日发表报告表示，就恒生指数服务公司将於今日收市後公布首季审议结果，综合而言，该行料京东、网易、华润啤酒(00291.HK)、中国飞鹤(06186.HK)、李宁(02331.HK)、信达生物(01801.HK)、信义玻璃(00868.HK)、微创医疗(00853.HK)、平安好医生、复星国际(00656.HK)、信义光能(00968.HK)、威高股份(01066.HK)、康师傅(00322.HK)、阅文(00772.HK)、颐海国际(01579.HK)、滔搏(06110.HK)、中国旺旺(00151.HK)、海螺创业(00586.HK)和高鑫零售(06808.HK)等排名靠前，有可能成为被纳入恒指的潜在候选者。
【腾讯绩後弱 申洲创新高】
港股今日主板市宽转改善，主板股票的升跌比率24比18(上日为18比23)，恒指成份股今日27只股份上升，下跌股份22只，升跌比率为49比40(上日29比69)；大市今日录沽空193.27亿元，占可沽空股份成交1,313.16亿元的14.718%(上日17.575%)。
腾讯全日股价下滑3.4%收588.5元。摩根大通发表报告表示，重申对腾讯「增持」评级，下调对其目标价由800元降至750元，该行指，腾讯表示将加大对主要领域投资，包括企业服务、游戏及短视频，料公司2021年经调整盈利增长将放缓至12%，指投资或导致成本结构性转变，但估计公司於2022年纯利增长可回至升23%。
此外，申洲(02313.HK)全日股价破顶升4.5%收194.5元。麦格理发表报告，指申洲国际管理层维持今年中双位数产能增长指引，销售均价料有正增长，受惠产品组合及成本转嫁机制予品牌客户；该行对申洲目标价由195元轻微降至194元，评级「跑赢大市」。
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