《即日市评》中美经济高层展对话 港股吐 吉利弹半成
金融及科技网弱势下，港股今日回落。美股昨晚个别发展，道指涨0.1%及纳指跌0.1%，美联储局副主席夸尔斯认为美国通胀压力只属暂时性；执笔之时美国十年期国债孳息率跌至1.612厘，美汇指数升至90.13，美股道指期货最新升9点或0.03%，纳指期货最新跌0.15%。国务院副总理兼中美全面经济对话中方牵头人刘鹤与美国财长耶伦举行视像会议，同意两国经济关系十分重要，双方将本着平等及尊重的态度就经济及多双边领域合作进行广泛交流；官媒《新华社》刊文「莫把人民币资产当赌博的筹码」，今早人币中间价下调201点报6.3773兑一美元，上证综指全日倒跌27点或0.8%收3,597、深证成指跌1.2%，沪深两市成交额交共1.013万亿人民币，连续四日破万亿。
恒指低开53点，早段曾倒升22点一度高见29,490点，其後下跌，尾市曾跌259点低见29,208点，全日跌170点或0.6%，收29,297点；国指跌38点或0.4%，收10,951点；恒生科技指数跌70点或0.9%，收8,235点。大市全日成交总额1,502.31亿元，沪、深港通南下交易净流入金额分别为7.26亿及14.76亿元人民币。恒大物业(06666.HK)全日股价挫12.5%，市传公司遭股东拟折让12.3%配股套现26.5亿元。
【恒大物业挫 吉利弹半成】
部份汽车股受捧，吉利(00175.HK)全日股价抽上5.9%收21.4元，成升幅最大蓝筹股，东风集团(00489.HK)涨3.6%。花旗发表报告表示，对吉利汽车未来90日股价看法正面，因料其今年5月批发及零售付运或可按月转呈正面，就汽车用晶片短缺问题上，料吉利可藉合作夥伴鸿海及其他供应商帮助下，较同业恢复得较快。
花旗估计吉利旗下「星越L」可於6月开始付运，据悉订单非常强劲，并料「极氪」於今年第三季会推出，可捕捉今年下半年纯电动车销售上升的趋势，相信市场会逐步留意其增长表现。该行重申对吉利「买入」评级，目标价由51.5元上调至52.25元。
【沽空率上升 中石油造高】
港股今日主板市宽转弱，主板股票的升跌比率18比24(上日为23比19)，恒指成份股今日20只股份上升，下跌股份33只，升跌比率为36比60(上日63比29)；大市今日录沽空234.26亿元，占可沽空股份成交1,273.78亿元的18.391%(上日17.713%)。
中资石油股有支持，中石油(00857.HK)全日股价上扬3.4%收3.36元，中石化(00386.HK)涨0.9%，昆仑能源(00135.HK)扬5.5%。中金发表报告表示，OPEC+会议决定继续维持4月初制定的增产计划，继5月及6月增产後，7月合计增产每日84.1万桶，不过料7至8月全球需求可能超季节性复苏，故相信增产计划对油价的负面影响有限，市场价格已提前反映预期。中金指，伊朗及北美页岩气的供应变化可能改变OPEC对供应的约束力，而油价上行空间可能不大。
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