《即日市评》恒指「换马」成交增至千九亿 吉利逆市扬
受腾讯(00700.HK)及美团(03690.HK)等拖累下，恒指今日反覆向下。美人力资源顾问ADP报告显示，美国5月非农业私人职位增加97.8万个高预期，美股道指及纳指昨晚各跌0.1%及1%，执笔之时美国十年期国债孳息率升至1.628厘，美汇指数升至90.54；市场观望美国将公布就业数据，以推测美国会否「收水」，美股道指期货最新跌40点或0.12%，纳指期货最新跌0.05%。上证综指全日升7点或0.2%收3,591、深证成指升0.7%，内地创业板指数涨1.3%，沪深两市成交额交共9,375亿人民币。
港股今日反覆偏软，恒指低开128点，早段曾跌228点一度低见28,737点，其後曾倒升57点一度见29,023点，全日跌47点或0.17%，收28,918点；国指跌21点或0.2%，收10,805点；恒生科技指数跌68点或0.8%，收8,095点。恒指收市後「换马」生效，大市全日成交总额增至1,929.96亿元，沪、深港通南下交易录得净流入金额11.1亿及9,110万元人民币。
恒指本周累跌206点或0.71%、国指本周则累升12点或0.1%、恒生科指则本周累升138点或1.7%。市场关注美国通胀压力、人民币汇率走向，人行周一收市後公布自6月15日起上调金融机构外汇存款准备金率2个百分点，即外汇存款准备金率由现行的5%提高到7%。在周中，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。
【成交千九亿 比亚迪造好】
恒指收市後更换成分股，恒指新贵比亚迪(01211.HK)股价升1.2%，信义光能(00968.HK)跌1.5%，碧桂园服务(06098.HK)股价跌4.1%。恒生指数公司早前宣布截至2021年3月31日之恒生指数系列季度检讨结果，恒生指数成份股将加入信义光能、比亚迪股份及碧桂园服务，成份股数目将由55只增加至58只。所有变动将於2021年6月7日(星期一)起生效。
华润啤酒(00291.HK)股价弹4.2%收71元。美银证券发表报告，近日与华润啤酒管理层会面，公司称提升高端品牌产品长远增长目标，料高端品牌的销售可由2020年的146万吨，升至2025年的400万吨，相等於年复合增长率达22%。美银证券上调对其目标价5%，由86.2元升至90.5元，重申「买入」评级。
【沽空率下降 吉利长汽扬】
港股今日主板市宽续弱，主板股票的升跌比率17比25(上日为17比24)，下跌股份1,036只(跌幅2.2%)，恒指成份股今日25只股份上升，下跌股份28只，升跌比率为45比51(上日16比73)；大市今日录沽空263.56亿元，占可沽空股份成交1,712.53亿元的15.39%(上日16.823%)。
中资汽车股有支持，长汽(02333.HK)弹高6.2%收23.2元，吉利汽车(00175.HK)全日上扬6.2%收22.25元。摩根大通发表报告，与吉利汽车管理层进行会面，并引述吉利管理层指对达成今年156万辆汽车销售目标具有信心，指虽面临汽车晶片短缺及原材料成本上升，相关因素料对今年第二季生产有单位数字的影响，但吉利仍有信心今年销量目标可达标。
该行指，观察到吉利自上海车展後的预订情况後，估计吉利於2021财年及2022财年销量增长可按年各达19%及30%，受益於推出新车型及平台策略，该行更认为吉利2022年盈利可较2020年盈利倍升。
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