《即日市评》科网股成升市「火车头」 美团重返300元关之上
受科网股带动下，恒指今日反覆向上。美国昨日阵亡将士纪念日假期，金融市场休市，市场憧憬国夏季燃料需求前景乐观，布兰特期油突破70美元，执笔之时美国十年期国债孳息率升至1.615厘，美汇指数跌至89.83，美股道指期货最新升142点或0.41%，纳指期货最新升0.2%。中国5月财新制造业PMI为52符预期及录得2021年以来最高值，今早人币中间价续上调110点报6.3572兑一美元，上证综指全日倒升9点或0.24%收3,624、深证成指涨0.3%，沪深两市成交额交共1.047万亿人民币。
恒指今早高开7点，早段曾跌115点一度低见29,036点，其後倒升，尾市曾升328点一度高见29,480点，全日升316点或1.1%，收29,468点；国指升101点或0.9%，收10,990点；恒生科技指数升201点或2.5%，收8,305点。大市全日成交总额1,569.94亿元，沪、深港通南下交易录得净流入金额分别为21.57亿及42.09亿元人民币。
【恒指反覆升 科网股向上】
科网股向上，阿里巴巴(09988.HK)股价弹3.4%报218.2元，快手(01024.HK)弹上9.2%，京东物流(02618.HK)股价抢高10.2%，美团(03690.HK)股价重越300元关，全日抢高6.4%收313元。高盛发表报告表示，昨日为美团管理层举行了一场投资者会议，引述美团管理层预期将巩固公司核心业务(包括外卖、到店、酒店及旅游)在行业的领导地位，并会全力配合内地监管部门的要求，公司指今年首季期间一半新增用户来自「美团优选」(该业务累积客户已逾1亿)，称会继续投资「美团优选」，以捕捉未来市场机遇。该行重申对美团「买入」投资评级及目标价364元。
高盛指，美团管理层料「美团优选」未来数年冀争取3亿至4亿新交易用户，认为该业务的长期而言潜在的利润规模，可以与外卖业务相当。而高盛引述美团管理层估计「美团优选」产品平均售价在未来数季将会逐步改善。
【沽空率稍升 申洲逆市跌】
港股今日主板市宽略改善，主板股票的升跌比率23比19(上日为22比20)，恒指成份股今日35只股份上升，下跌股份16只，升跌比率为63比29(上日25比71)；大市今日录沽空236.6亿元，占可沽空股份成交1,335.72亿元的17.713%(上日16.207%)。
申洲国际(02313.HK)全日股价下跌3.9%收192.5元，成跌幅最大蓝筹股。大和发表报告表示，基於东南亚地区的新冠疫情近期再令人忧虑，虽然该行对申洲国际长期仍然正面，但疫情发展难免影响短期该股的风险与回报情况。该行称，决定下调对申洲国际投资评级「买入」降至「跑赢大市」，将目标价由200元升至210元。
中金发表报告表示，近期越南北部疫情加重，部份制造业工厂停工，引发市场对申洲海外供应链的忧虑。该行指申洲越南工厂正常运营、柬埔寨工厂经历短暂停工後目前产能恢复85%。该行考虑到申洲海外均衡的产能分配及较高的工厂管理水平和防控措施，认为申洲相比同业具有更高稳定性和产能稀缺性。该行指，申洲在越南的生产基地位於越南南部的西宁省和胡志明市，目前面料及成衣工厂均正常运行，而胡志明市5月31日开始的社交隔离措施也未涉及工厂。(wl/a)
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