《即日市評》恆指終止連跌 騰訊、美團及安踏彈高
恆指連跌八個交易日(累瀉2,135點或7.3%)後，今日部份科網股有買盤支持，大市反覆回升。歐洲央行在進行18個月的戰略評估後，決定將通脹目標設定爲2%；市場擔心美國經濟復甦步伐，美股道指及納指各跌0.8%及0.7%；執筆之時美國十年期國債孳息率升至1.334釐，美匯指數處92.51；美股道指期貨最新升86點或0.27%，納指期貨最新升0.11%。內地6月CPI按年增1.1%(市場原預期增1.2%)、內地6月PPI按年增8.8%符預期。上證綜指全日跌1點或0.04%收3,524點、深證成指漲跌0.26%、內地創業板指數升下滑0.7%，滬深兩市成交額共1.13萬億人民幣。
恆指今日反覆上升，今早低開21點後，早市曾跌291點一度低見26,861點，其後曾上升297點見27,450點，全日升191點或0.7%，收27,344點；國指升62點或0.6%，收9,885點；恆生科技指數升107點或1.5%，收7,429點。大市全日成交總額1,867.94億元。滬、深港通南下交易錄得淨流入金額分別爲29.16億及22.58億元人民幣。餐飲股反彈，海底撈(06862.HK)升10.2%
恆指本週累跌965點或3.4%、國指本週累跌530點或5.1%、恆生科指本週累462跌點或5.9%。市場擔心美國經濟增長前景，週中資金涌向債市曾推低孳息率；市場再擔心對互聯網企業監管收緊持續，市監局週中公佈對互聯網領域違法實施經營者集中處罰，涉案企業各處罰50萬人幣，涉及阿裏巴巴的案件6宗，涉及騰訊的案件5宗，涉及蘇寧易購(002024.SZ)2宗，及美團(03690.HK)(北京三快科技)亦有一宗。
【終止連日跌」騰訊美團彈】
部份科網股回升，騰訊(00700.HK)盤中曾跌3.5%，其後輾輾回升，全日上揚近2%；美團反彈4.3%；但阿裏(09988.HK)全日下滑0.9%，快手(01024.HK)股價下挫4.5%收152.8元。摩根士丹利發表報告表示，與抖音相比，快手-W的增長故事未及預期，市佔率持續減少，將對公司貨幣化及盈利帶來負面影響，估值較同業有折讓，目標價由300元大幅降至130元，評級由「增持」降至「減持」。
中資體育用品股受捧，安踏(02020.HK)股價彈高6.9%收185.4元，李寧(02331.HK)搶升3.7%收91.7元。大和發表報告表示，於安踏網上投資者日上，公司透露將會持續加強跑步及籃球類別業務的發展，同時計劃開拓女性運動市場業務等，管理層目標零售銷售額於2020至2025年之年複合增長率爲18%至25%，即代表零售額將達700億至900億元人民幣，相應市佔率將增3至5個百分點。大和重申安踏「買入」評級，將其2021至2023年度每股盈利預測上調2%至5%，目標價由183.5元升至210元，以反映直銷零售業務較高增長的預期。
【安踏受追捧 長汽股價舞】
港股今日主板市寬改善，主板股票的升跌比率爲22比20(上日爲8比35)；恆指成份股今日21只股份上升，下跌股份35只，升跌比率爲36比60(上日爲5比94)；大市今日錄沽空259.6億元，佔可沽空股份成交1,618.57億元的16.039%(上日16.652%)。
部份汽車股有支持，廣汽(02238.HK)全日股價上揚5.8%，長汽(02333.HK)股價抽上8.1%。長汽公佈6月份汽車產量共計100,790臺按年增加20.8%；銷量總計100,664臺，增加22.7%。今年上半年，累計汽車產量604,659臺，銷量總計618,211臺，按年分別增加54.6%及56.5%。
中金指長汽6月銷量超預期，按年及按月表現大幅跑贏行業，料今年第三季至第四季新車上量有望帶動量價齊升，維持對長汽H股目標價35元。
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