《即日市評》港股先升後回順 比亞迪舞高
受美團(03690.HK)、比亞迪(01211.HK)及金融股引領下，恆指今日向上。美股上週五(9日)三大指數見收市新高，道指、標普及納指各升1%至1.3%，執筆之時美國十年期國債孳息率升至1.339釐，美匯指數回落至92.19；美股道指期貨最新跌94點或0.27%，納指期貨最新升0.16%。人行上週五公佈降金融機構存款準備金率0.5個百分點，釋放長期資金一萬億人幣。上證綜指全日升23點或0.7%收3,547點、深證成指漲2.1%、內地創業板指數抽高3.7%，滬深兩市成交額共1.32萬億人民幣。
恆指高開328點，早段曾升396點一度高見27,741點，其後升幅曾收窄至75點一度低見27,420點。全日升170點或0.6%，收27,515點；國指升60點或0.6%，收9,945點；恆生科技指數升84點或1.1%，收7,514點。大市全日成交總額1,546.16億元，滬港通南下交易淨流入23.83億元人民幣，深港通南下交易淨流出9.24億元人民幣。
【市先升後收窄 中興彈逾一成】
科網股走個別，美團全日升2.1%，快手(01024.HK)股價下滑2.2%收149.5元，而騰訊(00700.HK)股價下滑0.7%收534.5元。就中國市監局進行經營者集中反壟斷審查，決定禁止騰訊申報的虎牙(HUYA.US)及鬥魚(DOYU.US)合併案，瑞信發表報告表示，虎牙和鬥魚在內地網遊直播平臺的市佔率各達40%及30%，雖然兩者之間不能實現協同效應，但騰訊仍然可以利用兩者作爲推廣遊戲內容的關鍵渠道，該行相信合併交易告吹對騰訊營運影響有限。但瑞信指對於互聯網領域，上述事件反映企業未來通過併購同業以達到增長的機會將趨向困難。
中興(00763.HK)全日股價抽上13.5%收24.85元。摩根士丹利發表報告指，中興發盈喜，預期今年上半年盈利介乎38億至43億元人民幣，按年增長105%至132%，意味第二季盈利介乎16億至21億元人民幣，按年上升50%至97%，集團稱主要由於毛利率持續恢復。大摩表示，中興盈喜與該行認爲集團可於今年有健康盈利復甦的看法一致，如果集團下半年的經常性盈利與上半年相若，其今年全年盈利可達68億至78億元人民幣，較該行目前預測的61億元人民幣高11%至27%。
【上升股份千一隻 比亞迪股價舞高】
港股今日主板市寬改善，主板股票的升跌比率爲27比14(上日爲8比35)，上升股份1,135只(升幅2.9%)；恆指成份股今日36只股份上升，下跌股份20只，升跌比率爲62比34(上日爲5比94)；大市今日錄沽空198.74億元，佔可沽空股份成交1,321.61億元的15.038%(上日16.039%)
部份車股有支持，吉利(00175.HK)漲2.1%，比亞迪股價彈高7.8%。匯豐研究發表報告，指新能源車增長續跑贏大市，上調2021至2022年新能源車銷量預測13%，其中比亞迪乘用車於5月份銷量按年增長54%，跑贏內地汽車市場的38%增長，預期新能源車的增長動力會加強，因受強勁產品週期帶動，該行維持對其「買入」評級，目標價則由340元升至350元。
摩根大通發表研究報告指，新能源汽車上半年需求及銷售均較預期好，6月銷量按年增長139%，截至6月底市場滲透率提升至9%，較2020年的5%幾乎翻倍，因此上調對新能源汽車長遠滲透率預測。摩通建議投資者策略性揀選吉利及蔚來汽車(NIO.US)等車廠，兩者評級均爲「增持」。
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