《即日市評》港股止連升 比亞迪遭基金減持捱沽
恆指連升三個交易日(累漲810點或3%)後，大市今日受友邦(01299.HK)、匯控(00005.HK)及美團(03690.HK)等拖累回落。美國6月通脹按年升5.4%，高於市場原預期升4.9%，美股道指及納指昨各跌0.3%及0.4%；執筆之時美國十年期國債孳息率升至1.399釐，美匯指數跌至92.67；美股道指期貨最新跌23點或0.07%，納指期貨最新升0.14%。商務部公佈內地上半年吸收外資按年增28.7%，上證綜指全日跌38點或1.1%收3,528點、深證成指下滑0.88%、內地創業板指數跌近0.8%，滬深兩市成交額共1.22萬億人民幣。
恆指今早輕微高開，其後輾轉回落，曾跌254點一度低見27,708點，全日跌175點或0.6%，收27,787點；國指跌48點或0.5%，收10,065點；恆生科技指數升7點或0.1%，收7,667點。大市全日成交總額1,436.33億元，滬、深港通南下交易淨流入金額分別爲1.32億及11.99億人民幣。友邦、匯控及美團股價各下滑1.8%、1.6%及1.7%。
【友邦美團軟 藥明生物揚】
藥股有支持，中生製藥(01177.HK)及石藥(01093.HK)股價分別走高2.4%及3.4%，藥明生物(02269.HK)股價抽上6.5%收139.8元。藥明生物發盈喜，料今年上半年純利按年增長1.35倍以上，主要由於公司於期內加速高效推進執行現存及新引進的新型肺炎COVID-19項目，支持並賦能全球客戶抗疫並相應提升收益；新綜合項目收益及市場份額顯着增加；在研發管線中引入更多後期項目並提高近期收益。
藥明生物表示，首季受疫情影響而短暫降低的生產效率已經完全恢復；現有產能和資源利用率的持續提升，運營效率改善項目的執行極大提高毛利率及運營利潤率；公司持有的上市及未上市投資組合的公允價值變動推高投資收益。
【跌股千一隻 周大福下挫】
港股今日主板市寬轉弱，主板股票的升跌比率爲15比27(上日爲25比16)，下跌股份1,108只(跌幅2.3%)；恆指成份股今日16只股份上升，下跌股份41只，升跌比率爲28比71(上日爲88比10)；大市今日錄沽空188.15億元，佔可沽空股份成交1,221.88億元的15.399%(上日14.732%)。
部份汽車股受壓，吉利(00175.HK)及長汽(02333.HK)股價各走低2.6%及2.5%，比亞迪(01211.HK)股價下滑5.6%。根據港交所股權披露系統資料顯示，由有「巴菲特愛將」之稱的李祿創辦的對衝基金喜馬拉雅資本，於上週四(8日)減持比亞迪共714.4萬股，每股平均價227.6229元，套現16.26億元。是次減持後，喜馬拉雅資本持有比亞迪的好倉比例由7.03%降至6.35%。
此外，周大福(01929.HK)全日股價下挫10.7%收15.7元。花旗發表報告指周大福截至6月底止首財季內地及港澳地區同店銷售分別增43%及110%，相較4至5月則錄49%及160%增長，意味6月增長放緩，主要是因爲比較基數逐漸上升。報告稱，考慮基數效應逐漸消褪，料未來數季增長大幅放緩。過去十二個月周大福股價累漲約138%，現價相當於現財年預測市盈率27倍，屬歷史高，估值不吸引，投資評級由「買入」一舉降至「沽售」，目標價維持17元。
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