《即日市評》科網股拖累港股倒跌 「三桶油」逆市揚
受美團(03690.HK)、小米(01810.HK)及阿裏(09988.HK)拖累下，港股今日先升後跌。美聯儲局主席鮑威爾爲衆議院聽證會準備的講稿中提到美國經濟出現持續改善，但通脹最終可能會消退，而聖路易斯聯儲銀行行長布拉德則指需要做好面對通脹上行風險的準備；執筆之時美國十年期國債孳息率升至1.499釐，美匯指數處92.04；美股道指期貨最新跌44點或0.13%，納指期貨最新跌0.55%。上證綜指全日升28點或0.8%收3,557、深證成指升0.4%，內地創業板指數漲0.4%，滬深兩市成交額交共1.01萬億民幣。
恆指今早高開86點，曾升90點一度高見28,579點後隨即受壓，尾市跌幅擴大，全日以近低位收報28,309點，跌179點或0.6%；國指跌78點或0.7%，報10,469點；恆生科技指數跌143點或1.8%，報7,812點。大市全日成交總額1,413.76億元。滬、深港通南下交易全日分別錄得淨流入7.38億元及20.04億元人民幣。美團及小米股價各下滑近3%及3.2%，騰訊(00700.HK)下挫近2.9%收573.5元。
【科技股受壓 油股逆市揚】
伊朗總統大選塵埃落定，市場關注伊朗石油供應存不確定性，消息令國際油價上漲。中資石油股舞高，中石油(00857.HK)股價上揚5.8%，中石化(00386.HK)漲3.5%，而中海油(00883.HK)股價升2.8%。
中金髮表報告指中海油近期參加了該行旳中期策略會，該行認爲中海油長期估值可能和歷史中樞相比會有小幅的下修，但是基於未來的成長性和股價與油價相比的折扣等，認爲中海油是內地油氣板塊最直接受益於更高油價假設的標的之一。
中金考慮到近期油價回升，料資本性支出的中樞更有可能向1,000億美元上限接近，考慮到中海油可以利用油價去打更多「短平快」的調整井項目，未來進一步提高產量和增厚利潤，維持「跑贏行業」評級及目標價11.5元。
【市寬呈改善 煤氣有支持】
港股今日市寬改善，主板股票的升跌比率爲20比21(上日16爲比25)；恆指成份股今日26只股份上升，下跌股份27只，升跌比率爲45比46(上日爲24比74)；大市今日錄沽空170.34億元，佔可沽空股份成交1,204.63億元的14.14%(上日15.35%)。
煤氣(00003.HK)股價全日升3.7%收12.18元。摩根士丹利發表報告，預期隨着盈利能力高的生物質項目投產，加上中港用氣需求復甦，及匯率和石油/液化天然氣價格反彈，煤氣未來兩年的盈利年均複合增長率料可達15%。
大摩表示，煤氣的可再生氫化植物油(HVO)廠已於去年第三季投產及供應歐盟，其年化投資回報率在去年超過50%，估計集團新能源業務的盈利貢獻比例，將由去年的佔5%，上升至2023年的14%。該行將煤氣評級由「與大市同步」升至「增持」，目標價由13元上調至15元。(wl/u)
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