《即日市評》港股續升成交二千億 舜宇受捧 藥明生物創新高
受美團(03690.HK)等科技股升勢帶動下，恆指今日續升。美股個別發展，道指昨晚各跌0.62%但納指升0.87%，聯儲局轉「鷹」下，期金昨晚急跌近5%，執筆之時美國十年期國債孳息率跌至1.485釐，美匯指數升至91.92；美股道指期貨最新跌9點或0.03%，納指期貨最新升0.2%。上證綜指全日跌5點或0.01%收3,525、深證成指升0.8%，內地創業板指數漲1.6%，滬深兩市成交額交共1.01萬億民幣。
恆指今早高開27點後，發力曾升272點一度高見28,830點，全日收升242點或0.9%，報28,801點；國指升56點或0.5%，報10,646點；恆生科技指數全日升139點或1.8%，報8,041點。富時羅素指數季檢收市後生效，大市全日成交總額增至2,055.03億元。滬、深港通南下交易全日錄得淨流入金額分別爲13.6億及18.3億元人民幣。美團全日升3.7%。
恆指本週累跌40點或0.14%、國指本週累跌104點或0.97%、恆生科指本週累升50點或0.63%。市場觀望美國通脹情況及聯儲局議息，聯儲局一如預期維持貨幣政策不變，聯邦基金指標利率保持在零至0.25%區間，而美國聯儲局轉「鷹」，官員預計到2023年底將兩次加息，較市場預期早，當局預計美今年經濟增長7%、調高今年通脹預測至3.4%。
【藥明生物彈 舜宇受追捧】
藥明生物(02269.HK)全日破頂升9.4%收132.1元，成升幅最大藍籌股。麥格理髮表研究報告指，藥明生物CEO宣佈上調今年全年銷售及盈利增長指引，由50%提高至65%，較該行預期的57%還要高，預期在行業快速增長下公司未來幾年表現仍強勁，複合年增長率可達38%至50%，
舜宇(02382.HK)股價抽高6.9%收228.6元。瑞信發表報告表示，舜宇昨(17日)舉行投資者日，公司管理層對前景正面，特別是車載鏡頭及手機鏡頭模組，雖然公司下調對智能手機付運展望；該行重申對舜宇「跑贏大市」評級及目標價273元。舜宇光學管理層估計毛利率將可改善，主要受惠於高端產品市場份額提高、成本效益提升等。
【沽空率上升 內房股向下】
港股今日市寬變動不大，主板股票的升跌比率爲20比20(上日21爲比21)；恆指成份股今日27只股份上升，下跌股份26只，升跌比率爲46比45(上日爲55比41)；大市今日錄沽空329.53億元，佔可沽空股份成交1,830.79億元的近18%(上日14.78%)。
內房股向下，華潤置地(01109.HK)股價下滑4.4%。中金近日發表報告表示，5月以來內地居民按揭投放邊際收緊，樣本城市新房銷售增幅收窄，同時部分城市土地市場熱度邊際有所降溫。
中金預期，即使第二次集中土地拍賣可能仍難看到拿地利潤率企穩回升，但政策端控房價的壓力已有所舒緩，考慮到板塊當時估值及倉位均處於歷史底部，建議低吸H股華潤置地、旭輝(00884.HK)、龍湖(00960.HK)、中國海外(00688.HK)、融創中國(01918.HK)、寶龍地產(01238.HK)及越秀(00123.HK)。(wl/a)
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