《即日市評》鮑威爾「放鴿」 科網股走強 吉利彈高
恆指連跌兩日(累跌491點或1.7%)後，受友邦(01299.HK)、美團(03690.HK)及阿裏(09988.HK)帶動下，港股今日反覆回升。美聯儲局主席鮑威爾在國會發言放「鴿」，指貨幣政策要推動就業市場出現廣泛及全面復甦，不會只因通脹擔憂而過快加息。美股道指昨晚升0.2%、納指攀升近0.8%；執筆之時美國十年期國債孳息率升至1.47釐，美匯指數跌至91.75；美股道指期貨最新升53點或0.16%，納指期貨最新升0.02%。上證綜指全日升8點或0.3%收3,566、深證成指升1%。滬深兩市成交額共1.07萬億人民幣
恆指今早高開158點後升勢持續，最多升584點一度高見28,893點，全日升507點或1.8%，報28,817點；國指升204點或2%，報10,673點。恆生科技指數升208點或2.7%，報8,020點。港股全日成交1,565.61億元。滬、深港通南下交易全日分別錄得淨流入8.08億元及11.32億元人民幣。科網股有支持，美團、阿裏及快手(01024.HK)全日股價各升5.2%、2%及6.2%。
【鮑威爾放「鴿」 科網股走強】
中資汽車股有支持，吉利(00175.HK)全日股價彈高5.8%收26.4元，長汽(02333.HK)股價揚6.1%，比亞迪(01211.HK)股價漲近3%。安信國際表報告表示，吉利旗下「極氪」於6月15日公佈「極氪」001發佈2個月以來，市場反饋遠超預期，2021年可交付訂單已售罄。該行認爲吉旗旗下「極氪001」的成功，證明吉利汽車在智能電動車領域的雄厚實力，以及浩瀚平臺的先進性，維持「買入」評級及目標價40元。
大和發表報告表示，長城汽車管理層昨日(22日)參與該行投資者會議，公司指今年第二季盈利能力見改善，估計汽車用芯片短缺及成本上升影響可自今年第三季緩減，因新供應及產量會上升。該行引述長汽管理層透露，隨着內地政府近期投放原材料的國家儲備，相信原材料成本會呈穩定，並估計第二季的盈利能力將會按季改善。
【車股有支持 友邦股價揚】
港股今日市寬改善，主板股票的升跌比率爲24比17(上日20爲比21)，上升股份1,013只(升幅2.9%)；恆指成份股今日44只股份上升，下跌股份14只，升跌比率爲75比24(上日爲45比46)；大市今日錄沽空193.06億元，佔可沽空股份成交1,346.65億元的14.336%(上日14.14%)。
友邦保險(01299.HK)全日股價上揚近3%收96.55元，公司昨收市公佈中國銀保監已經批準友邦中國於湖北省籌建分公司。摩根士丹利發表報告指，友邦在內地業務按程序推展，指湖北省去年總保費達1,440億人民幣，屬中國全國排行第九位，佔內地市場份額4.5%。該行指，假設友邦再向內地局申請，估計至今年年底仍有機會獲批多一個省份的業務批準。
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