《即日市評》恆指回軟 李寧及安踏齊破頂
恆指連升三日(累升978點3.5%)後，今日因黑雨警告信號延續至下午1時半開市，大市反覆回落。美國消費物價指數鞏固市場對於通脹僅爲過渡性的看法，市場料聯儲局短期將不會中止寬鬆貨幣政策，美股道指及納指上週五各升0.7%及跌0.1%；執筆之時美國十年期國債孳息率升至1.517釐，美匯指數升至91.82；美股道指期貨最新跌42點或0.1%，納指期貨最新升0.2%。內地5月規模以上工業企業利潤總額按年增36.4%，上證綜指全日跌1點或0.03%收3,606點、深證成指升近1%、內地創業板指數升近2%，滬深兩市成交額共1.02萬億人民幣。
恆指高開78點，早段曾升106點一度高見29,394點，其後曾倒跌78點見29,209點，最終全日跌19點或0.07%，收29,268點；國指跌14點或0.14%，收10,863點；恆生科技指數升41點或0.5%，收8,276點。大市全日成交總額1,015.97億元，滬港通南下交易錄得淨流出9.68億元人民幣；深港通南下交易錄得淨流入20.34億元人民幣。阿裏巴巴(09988.HK)股價揚近3%。
【李寧發盈喜 破頂飆一成】
體育用品股受捧，李寧(02331.HK)破頂升13.6%收93.85元；安踏(02020.HK)股價亦攀升5.5%收189.7元，爲升幅最大藍籌股。高盛發表研究報告指，安踏發盈喜後，李寧亦同發盈喜，預期上半年銷售錄多於60%增長，盈利不少於18億元人民幣。
高盛升李寧2021至2026年盈利預測13%至19%，以反映強勁的銷售趨勢、零售折扣的改善，以及正面經營槓桿，品牌和執行力的提升，亦令該行對公司長遠結構性上升潛力更有信心，對其目標價由70元升至103元，予「確信買入」名單。高盛亦上調安踏目標價，由180元升至215元，維持「買入」評級。
【市寬呈轉弱 吉利呈偏軟】
港股今日市寬轉弱，主板股票的升跌比率爲20比19(上日26爲比17)；恆指成份股今日24只股份上升，下跌股份33只，升跌比率爲41比57(上日爲67比24)；大市今日錄沽空126.08億元，佔可沽空股份成交889.47億元的14.175%(上日13.74%)。
吉利(00175.HK)全日股價下滑2.1%收25.5元，公司公佈由於公司的經營決策和戰略調整，經與建議人民幣股份發行之相關中介機構的審慎研究及討論，並經董事會於今日(25日)舉行的董事會會議審議通過，公司決定撤回建議人民幣股份發行於科創板上市之申請。
美銀證券發表研究報告指吉利汽車上週五(25日)收市後宣佈撤回其上海科創板上市申請，該行認爲主要原因是吉利汽車決定不收購富豪汽車；其新能源車品牌Zeekr將可能有自身融資計劃；吉利在新策略執行上可有更大彈性；內地當局在審批IPO上更趨保守，吉利科創板上市難有清晰時間表。該行指撤回科創板上市不影響吉利基本面及汽車銷售，但對短期股價或有輕微負面影響，予吉利目標價17元，評級「跑輸大市」。
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