《即日市评》恒指反覆跌 「新贵」走个别 石药绩後扬
受科网股跌势拖累下，恒指今日反覆回落。欧洲央行总裁拉加德上周五指讨论缩减紧急抗疫买债计划为时尚早，美国5月制造业PMI初值为61.5，高过市场预期创新高，美股道指上周五升0.4%但纳指则跌0.48%；执笔之时美国十年期国债孳息率跌至1.627厘，美汇指数处89.98，美股道指期货最新升132点或0.4%，纳指期货最新升0.48%。全球通胀升温令市场关注人民币走向，人行副行长刘国强近日指未来人币汇率走势将继续取决於市场供求等变化，称双向波动成常态；今早人币中间价下调108点 报6.4408兑一美元，上证综指全日升10点或0.3%收3,497、深证成指涨0.6%，沪深两市成交额共8,423亿人民币。
恒指低开40点後跌幅扩大，曾跌262点一度低见28,195点，全日跌46点或0.2%，收28,412点；国指跌61点或0.57%，收10,641点；恒生科技指数跌148点或1.9%，收7,876点。大市全日成交总额降至1,208.85亿元，沪、深港通南下交易录得净流入金额分别为7.09亿及25.87亿元人民币。
小米(01810.HK)及阿里健康(00241.HK)股价各跌2.9%及2%。市传阿里巴巴(09988.HK)股东折让1%配售1,420万股套现29.3亿元，阿里巴巴全日股价下滑1.4%报205元。
【恒指成交降 「新贵」走个别】
恒指三只新贵个别发展，比亚迪(01211.HK)全日股价上扬2.3%，碧桂园服务(06098.HK)股价走高2.8%，但信义光能(00968.HK)反覆倒跌0.4%。而憧憬「染蓝」落空股份受压，网易(09999.HK)回吐近4%报179.8元，京东(09618.HK)下滑2.2%报282.4元，同系京东健康(06618.HK)挫6.3%。快手(01024.HK)今日收市後将公布首季业绩，全日股价下滑3.2%报232.2元。
恒生指数公司上周五(21日)收市後宣布截季度检讨结果，恒指将加入信义光能、比亚迪及碧桂园服务(06098.HK)，成份股数目将由55只增加至58只。所有变动将於今年6月7日(星期一)起生效。中金发表报告表示，相关指数变动与该行此前预览的结果存在部份差异，指部份是根据恒生指数调整委员会的主观选择，因此存在加大的预测难度。
中金指，据当前市场估算汇总，追踪恒生指数的ETF资金规模约221亿美元、追踪国指及恒生科技指数的ETF资金规模各约49亿美元和5亿美元。就恒指方面，该行料被动资金流入所需时间最多的碧桂园服务、比亚迪、信义光能、美团及阿里巴巴(09988.HK)，预计需要2.5至0.5天不等；所需交易被动资金流出中，预计友邦(01299.HK)、新地(00016.HK)及汇控(00005.HK) 分别需要1.8、0.8及0.7天。该行指，恒指今次调整成份股由55只小幅增加至58只，可能是避免一次性的冲击过大，但未来扩容趋势已经显现。
【沽空率上升 中生石药扬】
港股今日主板市宽转弱，主板股票的升跌比率18比22(上日为24比18)，恒指成份股今日32只股份上升，下跌股份22只，升跌比率为58比40(上日49比40)；大市今日录沽空177.81亿元，占可沽空股份成交1,015.06亿元的17.518%(上日14.718%)。
中生制药(01177.HK)全日升3.2%收9.05元。石药今日股价上扬4.4%收11.56元。石药集团中午今年首季业绩，营业额67.34亿元人民币按年升9.9%。纯利14.72亿人民币按年升26.9%；每股盈利12.29分人民币。撇除去年同期出售附属公司收益，今年首季基础溢利14.72亿元，按年增63.3%。期内成药业务方面录得销售收入54.8亿元，较去年同期增加9.1%，实现稳定的增长。原料产品业务方面，受惠产品价格上升，首季维生素C产品於本期录得销售收入5.24亿元，较去年同期增加22.9%。(wl/a)
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