《即日市评》汇控破顶撑起港股 美团季绩符预期
人行公布全国外汇市场自律机制工作会议上警告不要赌人民币汇率升值或贬值，称「久赌必输」，港股今日个别发展。美国上周新申领失业救济人数创14个月低，市场对美国经济复乐观，美股昨晚道指及纳指各升0.4%及0.01%，而美国总统拜登将上任以来首份全面预算案，市传计划调高企业及富人税率；执笔之时美国十年期国债孳息率升至1.611厘，美汇指数处90.01，美股道指期货最新升192点或0.56%，纳指期货最新升0.2%。今早人币中间价续上调172点报6.3858兑一美元创三年高，上证综指全日跌8点或0.22%收3,600、深证成指下滑0.3%，内地创业板指数跌升0.2%，沪深两市成交额交共1.016万亿人民币。
恒指高开106点，其後曾升222点一度高见29,336点，尾市升幅蒸发，并曾倒跌79点见29,033点，最终全日升11点或0.04%，收29,124点；国指跌54点或0.51%，收10,793点；恒生科技指数跌166点或2.05%，收7,957点。大市全日成交总额1,727.43亿元。沪港通南下交易录得净流出金额4,210万元人民币。深港通南下交易录得净流入金额3.35亿元人民币。京东物流(02618.HK)首日挂牌，全日收41.7元高上市价3.3%及每手账面赚134元。
恒指本周累升665点或2.3%、国指本周累升90点或0.85%、恒生科指全周累跌67.68点或0.8%。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，其後多名美联储委员重申宽松货币政策将维持一段时间，而人行副行长刘国强近日虽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，但人民币兑美元汇价近日持续走强。
【汇控重返50元关 破顶上扬撑市】
银行股造好，汇控(00005.HK)今日股价重上50元关，股价破顶升3.8%收50.85元，恒生银行(00011.HK)及中银(02388.HK)股价各升2.9%及2.3%，就汇丰控股近日公布将透过多项交易退出美国零售银行市场，相关交易正待监管机构批准，买方包括公民银行(Citizens Bank)及国泰银行(Cathay Bank)等，花旗发表报告表示，估计汇控或於2022年首季完成退出美国零售银行业务，会录得一次性除税前亏损1亿美元，料相关业务此後将不会有明显盈利或亏损，指其集团退出美国零售银行业务，相信对集团改善盈利能力方向迈出正面一步。
花旗指，汇丰控股旗下美国财富管理及个人银行业务(WPB)於过去数年无论是列账及经调整基准下均录得亏损，相关业务会提高了成本收入比率，今次集团将相关业务分支由原来148个降至逾20个，估计可令成本降低，并令到旗下美国相关业务的除税前盈利改善。
【市宽呈现转弱 美团绩符预期】
港股今日主板市宽转弱，主板股票的升跌比率19比24(上日为23比18)，下跌股份983只(跌幅2.6%)，恒指成份股今日31只股份上升，下跌股份23只，升跌比率为56比41(上日45比49)；大市今日录沽空237.64亿元，占可沽空股份成交1,445.08亿元的16.445%(上日16.321%)。
美团(03690.HK)今日股价下滑2.4%收265.2元。美团收市後公布今年首季业绩，亏损按年扩大至48.46亿元人民币(2020年同期亏损15.79亿人民币)，按非国际财务报告准则计，经调整净亏损38.92亿人民币，符合市场预期。
美团上季总收入上升1.2倍至370.16亿人民币，好过市场预期。期内包括社区团购业务的新业务及其他业务首季经营亏损录80.44亿人民币。截至3月底，公司交易用户数目达5.69亿，按年升26.9%。活跃商家数目有710万，升16.9%。每位交易用户平均每年交易宗数为30.5宗，升16.7%。而餐饮外卖交易金额按年升99.6%。(wl/a)
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