《即日市評》恆指「七連跌」累挫1,327點 港交所逆市揚
受科網及中資金融股拖累，港股今日持續向下。市場擔心美國經濟增長，資金涌向債市推低孳息率，令美銀行股受壓，道指昨晚跌0.6%但納指升0.2%；執筆之時美國十年期國債孳息率跌至1.346釐，美匯指數處92.57；美股道指期貨最新跌12點或0.03%，納指期貨最新升0.36%。中國證監會指全面貫徹「零容忍」理念，依法嚴打證券違法活動，上證綜指全日升23點或0.66%收3,553點、深證成指漲1.9%、內地創業板指數升3.6%，滬深兩市成交額共1.05萬億人民幣。
恆指今早低開295點，早市曾跌369點一度低見27,703點，其後跌幅曾收窄至103點見27,969點，全日跌112點或0.4%，收27,960點，連跌七個交易日(累跌1,327點或4.5%)；國指跌119點或1.2%，收10,149點；恆生科技指數跌43點或0.6%，收7,603點。大市全日成交總額1,565.6億元，滬、深港通南下交易淨流入金額分別爲5.81億及29.72億元人民幣。生物醫藥股藥明生物(02269.HK)股價升6.4%。小鵬汽車-W(09868.HK)首日掛牌，全日收165元，持平於上市價165元，涉資17.31億元。。
【科網股走弱 港交所受捧】
滴滴出行應用母公司滴滴環球(Didi Global)(DIDI.US)昨晚美股急跌近20%，科網股沽壓未消，騰訊(00700.HK)股價走低1.9%，美團(03690.HK)股價跌1.3%。百度(09888.HK)及網易(09999.HK)股價分別下滑2.2%及1.8%，快手(01024.HK)股價跌3.4%。
港交所(00388.HK)全日股價搶高5.3%收491元。港交所近日宣佈，將會落實推出全新平臺FINI(Fast Interface for New Issuance)，以全面簡化及數碼化香港的首次公開招股程序。爲確保市場在過渡至FINI前有足夠的準備時間，預期FINI最早於2022年第四季纔會啓用。香港上市的新股現行「T+5」結算週期，而FINI框架諮詢文件建議將有關週期縮短至「T+1」。經諮詢市場並考慮市場意見及營運上的需要後，港交所將落實推展FINI作爲日後所有新股的統一處理平臺，但會先行採用「T+2」結算週期。
【市寬略好轉 中遠海控彈】
港股今日主板市寬略好轉，主板股票的升跌比率爲21比21(上日爲17比24)；恆指成份股今日22只股份上升，下跌股份32只，升跌比率爲38比55(上日爲31比66)；大市今日錄沽空210.53億元，佔可沽空股份成交1,335.5億元的15.764%(上日15.789%)。
中遠海控(01919.HK)全日股價抽上9.8%收17.46元，東方海外(00316.HK)股價漲4.3%。摩根大通發表報告指，過去三個月亞洲航運股急升後，投資者憂慮升溫，期內長榮海運累升3.3倍，中遠海控H股及東方海外國際分別升約80%及20%，同期MSCI亞洲指數持平。投資者或考慮是否高追或鎖定利潤，該行考慮需求動力及供應限制後，建議投資者繼續緊抱升浪。
摩根大通指隨着今明兩年行業供需面續利好，考慮鹽田港早前暫時停運帶來的漣漪效應，運費短期料維持上行週期，特別是長途航程(歐亞及跨太平洋)。考慮下半年運費展望更佳，該行平均上調上述三家航運企業今明兩財年盈測分別約70%及95%，全部維持「增持」評級，中遠海控H股目標價由18.5元升至30元；東方海外目標價由224元升至330元。(wl/a)
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