《即日市評》恆指「三連升」越兩萬九 科網股起舞
受美團(03690.HK)等科網及及港交所(00388.HK)帶動下，恆指續升兼收企兩萬九之上。美國總統拜登與跨黨派參議員達成基建撥款協議，美股道指及納指昨晚各升近1%及0.7%，納指及標指創收市新高；執筆之時美國十年期國債孳息率跌至1.483釐，美匯指數稍跌至91.72；美股道指期貨最新升81點或0.24%，納指期貨最新升0.03%。上證綜指全日升40點或1.2%收3,607點、深證成指升近1.5%、內地創業板指數升2.1%，滬深兩市成交額共1.05萬億人民幣。
恆指今早高開120點，已重上兩萬九點，走勢持續向好，最多升422點一度高見29,305點，全日收升405點或1.4%，報29,288，連升三日(累升978點3.5%)；國指升201點或1.9%，報10,878點。恆生科技指數升195點或2.4%，報8,235點。大市全日成交總額1,570.49億元。滬、深港通南下交易全日分別錄得淨流入22.46億元及27.29億元人民幣。小鵬汽車(09868.HK)今日起招股，港交所(00388.HK)股價上揚3%。
恆指本週累升486點或1.7%、國指本週累升232點或2.2%、恆生科指本週累升194點或2.4%。市場原先關注美聯儲上週轉「鷹」，但聯儲局主席鮑威爾週中在國會發言指，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．，減低市場對當局提早「收水」憂慮，消息利好全球科技股表現。
【恆指「三連升」科網股舞高】
科網股有支持，騰訊(00700.HK)股價升近2.7%收598.5元，美團(03690.HK)漲4.8%，而快手(01024.HK)股價抽上近8%收206.8元。摩根士丹利發表報告表示，快手近日公佈旗下全球月活躍用戶(MAU)達到10億，對此並不感到意外，因公司截至今年首季止已達9.5億用戶、至4月已近10億戶，相信是來自海外業務所推動；該行估計快手至2021年年底海外活躍用戶將會升至2.5億戶，對比4月爲1.5億戶。大摩維持快手「增持」評級及目標價300元。
嗶哩嗶哩-S(09626.HK)股價亦搶高7.4%。摩根士丹利發表研究報告指，手遊及廣告業務將成爲嗶哩嗶哩未來毛利及利潤的增長動力。該行又指，嗶哩嗶哩調整內容推薦演算法，爲用戶提供更多個性化內容，根據行業6月份數據，次季B站每日活躍用戶數量按季上升1%，按周亦錄得增長。
【升股一千隻 中電信破頂】
港股今日市寬向好，主板股票的升跌比率爲26比17(上日21爲比20)，上升股份1,079只(升幅2.8%)；恆指成份股今日39只股份上升，下跌股份14只，升跌比率爲67比24(上日爲38比45)；大市今日錄沽空187.26億元，佔可沽空股份成交1,362.76億元的13.74%(上日14%)。
中電信(00728.HK)續有支持，全日股價破頂升8.5%收2.95元。據港交所股權披露，新加坡政府投資公司(GIC)本週一(21日)增持中電信，涉及5,629.8萬股，每股平均價2.5194元，涉資1.42億元。完成後，GIC於中電信持股量自10.84%增至11.25%。
(wl/u)
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