《即日市评》恒指随A股舞高 港交所及券商股受追捧
港股今日跟随外围股市向上。多名美联储委员重申宽松货币政策将维持一段时间，利率上升预期降温，昨晚指标十年期美国国债券孳息率跌2.2点子报1.61厘，美股道指及纳指昨晚各升0.5%及1.4%；执笔之时美国十年期国债孳息率跌至1.594厘，美汇指数下滑至89.64，美股道指期货最新升85点或0.25%，纳指期货最新升0.54%。今早人币中间价上调125点报6.4283兑一美元，离岸人民币兑美元汇率午後升破6.4关口创近三年新高，而总理李克强指设法做好大宗商品保供稳价工作，防止向居民消费价格传导；上证综指全日升84点或2.4%收3,581、深证成指涨2.3%，内地创业板指数涨2.8%，沪深两市成交额交破万亿，增至共1.006万亿人民币。
恒指今早高开49点後升幅扩大，尾市一度高见28,929点，全日升498点或1.8%，收28,910点；国指升151点或1.4%，收10,792点；恒生科技指数升127点或1.6%，收8,004点。大市全日成交总额较昨天增逾38%至1,678.7亿元，沪、深港通南下交易录得净流入金额分别为35.6亿及51.72亿元人民币。港交所(00388.HK)股价走高5.4%报474.6元。
【A股放量升 券商股受捧】
市场憧憬人民币升值升温，兼且A股成交配合上扬，中资保险及券商股向上，中国平安(02318.HK)及中国太保(02601.HK)股价各上扬2%及6.1%；中信证券(06030.HK)破顶升6.3%收21.9元，HTSC(06886.HK)股价涨3.9%，而中金公司(03908.HK)全日股价弹高10.9%。花旗发表亚太区经济前景报告，维持对中国2021年实质GDP按年增长预测8.8%，估计今年余下时间下人民币升值压功将会回复。
星展发表报告指，A股市场去风险化周期将结束，加上内地券商资产负债表转强，相信拨备减少的情况将会持续，与该行在首季看到的情况类似，首季内地券商拨备按年减少43%，拨备减少有助提升券商盈利，券商亦能更有效地调动资本。另外，内地券商首季资产管理业务收入大增41%，主要由於管理资产增加及收费趋稳，相信未来仍将是内地券商的稳定收入来源，其中广发证券(01776.HK)、中信证券及华泰证券定位有利捕捉相关升幅。报告指，内地券商股份现价为平均今年市帐率的0.8倍，估值吸引属买入机会，其中中信证券、中金及广发证券为行业首选。
【小米腾讯涨 快手挫一成】
港股今日主板市宽改善，主板股票的升跌比率25比18(上日为18比22)，上升股份1,031只(升幅近3%)，恒指成份股今日48只股份上升，下跌股份4只，升跌比率为87比7(上日58比40)；大市今日录沽空273.82亿元，占可沽空股份成交1,462亿元的18.729%(上日17.518%)。
小米(01810.HK)全日股价升4.1%收27.75元，腾讯(00700.HK)股价走高4.2%。富时罗素宣布，计划将小米与箩筐技术(LKCO.US)重新纳入富时全球股票指数系列及相关市值加权指数。富时罗素建议将小米分两阶段纳入，6月4日收盘後先纳入小米50%，6月18日收市後再纳入另一半，并与半年季度检讨一同生效。至於富时中国50指数，小米将等待指数季度检讨结果。
快手(01024.HK)公布季绩後全日股价挫11.5%收205.6元。美银证券发表报告表示，快手今年首季收入170亿人民币，按年升37%(对比2020年第四季收入按年升53%)，符合市场预期，指业绩好坏参半。该行重申对快手「买入」评级，基於其进取的投资，决定下调目标价至303元，相当预测2023财年市盈率48倍。
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