《即日市评》港股回吐 比亚迪逆市扬
端午节假期後复市，港股今日受美团(03690.HK)及友邦(01299.HK)等拖累向下。市场观望美国今晚公布5月PPI月率(市场料升0.5%)及美联储局本周稍後的议息结果，美股昨晚个别发展，道指下滑0.3%，纳指则升0.7%创收市新高；执笔之时美国十年期国债孳息率处1.487厘，美汇指数跌至90.46；美股道指期货最新升30点或0.08%，纳指期货最新升0.15%。人行开展2,000亿人币一年期MLF操作，利率维持不变；上证综指全日跌33点或0.9%收3,556、深证成指下滑0.9%，内地创业板指数跌1.1%，沪深两市成交额交共1万亿人民币。
端午节长假期後复市，港股随内地股市下跌。恒指高开104点见28,946点後掉头向下，曾跌388点一度低见28,453点，其後跌幅收窄，最终跌203点或0.7%，收28,638点；国指跌82点或0.8%，收10,668点；恒生科技指数跌30点或0.4%，收7,961点。大市全日成交总额1,436.94亿元，沪、深港通南下交易录得净流入金额分别为5,550万及15.02亿元人民币。
汇控(00005.HK)跌0.5%报47.35元。特步国际(01368.HK)溢价向私募基金高瓴发可换股债券，股价弹高近21%，创新高。
【吉利比亚迪 股价逆市扬】
部份中资汽车股有支持，吉利(00175.HK)股价上扬4.8%收23.1元，比亚迪(01211.HK)股价涨4.7%。小米(01810.HK)股价无起跌。据内媒引述比亚迪董事长王传福在「2021中国汽车重庆论坛」上表示，公司和小米洽谈造车合作。
王传福指出，小米和比亚迪一直有着很好的合作关系。在未来的汽车业务上，比亚迪也将支持小米在汽车领域的发展，不仅仅是支持，比亚迪也愿意和小米在汽车领域合作，并且正在洽谈一些项目。
【跌股千一只 中燃股价泻】
港股今日市宽转弱，主板股票的升跌比率为14比28(上日22为比19)，下跌股份1,150只(跌幅2.3%)；恒指成份股今日8只股份上升，下跌股份49只，升跌比率为14比84(上日为62比29)；大市今日录沽空175.61亿元，占可沽空股份成交1,224.28亿元的14.344%(上日14.529%)。
燃气股中国燃气(00384.HK)今早股价急挫14.5%後中途停牌，停牌前报25.3元，成交近7.25亿元。花旗发表报告指，湖北省十堰市发生气爆事件导致至少12人死138人伤，国家主席习近平已要求地方政府严查事件，及追究事件责任，并敦促地方官员要汲取教训，防止类似事件再度发生。该项目为中燃(00384.HK)於湖北37个城市燃气配送项目之一，公司正协助政府调查，暂未能确定事件对集团财务的影响。公司将於6月28日公布业绩，料届时会有更多相关资讯。
摩根士丹利发表报告，认为爆炸事件会对中燃股价带来下行压力，直至调查完结为止；同时或对城市燃气板块带来压力，料内地可能会加强对整个行业的燃气安全审查，更认为除港华燃气(01083.HK)外，大部分其他城市燃气股的估值都很高。该行予中燃「与大市同步」评级及目标价25元。(wl/u)
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