《即日市评》MSCI「换马」港股成交逾2,500亿 晶片股扬
恒指连升两日後，今日受腾讯(00700.HK)及美团(03690.HK)拖累回吐。美联储官员继续为通胀忧虑降温，美股道指及纳指昨晚各升0.03%及0.6%，执笔之时美国十年期国债孳息率升至1.589厘，美汇指数回升至90.92，美股道指期货最新跌21点或0.06%，纳指期货最新跌0.5%。国务院副总理刘鹤与美贸易代表戴琪今早通话，双方认为发展双边贸易非常重要，而商务部指中美应共同努力推动第一阶段经贸协议落实；下午在岸人民币兑美元突破6.38创2018年5月来新高；内地4月规模以上工业企业实现利润总额按年增57%，上证综指全日升15点或0.4%收3,608、深证成指涨0.7%，内地创业板指数跌升0.9%，沪深两市成交额交共9,396亿人民币。
恒指低开167点後表现反覆，曾跌215点一度低见28,950点，其後跌幅曾收窄至8点一度见29,157点，最终全日跌52点或0.18%，收29,113点；国指跌7点或0.07%，收10,848点；恒生科技指数升51点或0.6%，收8,123点。MSCI半年检度成份股及权重於今日收市後生效，大市全日成交总额按日增逾52%至2,505.02亿元，沪港通南下交易录得净流出5.37亿元人民币，深港通南下交易录得净流入20.63亿元人民币。
中金料因MSCI指数权重变动，被摊薄效应权重影响较大的腾讯及美团今日股价各跌2%及2.8%。京东物流(02618.HK)下午暗盘高开21%报48.8元，京东集团(09618.HK)全日股价下滑1.1%。
【成交逾二千亿 小米绩後扬】
小米(01810.HK)首季业绩优市场预期，全日股价上扬3.2%收29.05元。花旗发表报告表示，小米首季业绩表现强劲，经调整纯利较该行及市场预期高出53%及54%，主因在产品组合改善、芯片短缺情况下减少促销带动毛利率高於预期，公司管理层有信心达到全年增长目标。
花旗又指，小米线下销售点及营运商渠道扩张，可能会推动小米市占率增长的动力，加上随着芯片短缺的持续，高毛利率可能会持续更长的时间，从而带动2021至2022年度利润增长。该行重申小米「买入」评级，目标价由30元升至35元。
【沽空率下降 晶片股走强】
港股今日主板市宽，主板股票的升跌比率23比18(上日为25比17)，恒指成份股今日25只股份上升，下跌股份27只，升跌比率为45比49(上日74比24)；大市今日录沽空373.44亿元，占可沽空股份成交2,288.14亿元的16.321%(上日18.154%)。
晶片股受捧，中芯(00981.HK)股价弹高5.5%，华虹半导体(01347.HK)股价抢升近8%，ASM太平洋(00522.HK)股价扬4.1%。美国龙头晶片制造商Nvidia(NVDA.US)首季非公认会计准则(Non-GAAP)盈利上升一倍至23.1亿美元，收入大增84%至56.6亿美元，超过预期的54.1亿美元。经调整後每股盈利为3.66美元，高於分析师预期的3.28美元。Nvidia预计第二季收入为63亿美元，上下浮动2%，而分析师的预期为55亿美元。
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