《即日市評》港股回升 內險及內銀股領漲
受金融及科網股帶動下，港股今日向上。美聯儲局主席鮑威爾表示美國經濟未到達可縮減買債規模程度，美股道指及納指昨各升0.1%及跌0.2%；執筆之時美國十年期國債孳息率跌至1.316釐，美匯指數處92.3；美股道指期貨最新跌66點或0.2%，納指期貨最新升0.44%。內地今早公佈第二季度GDP按年增7.9%、上半年經濟按年增長12.7%，匯豐環球研究指中國第二季經濟數據符市場預期，增長如預期推進。上證綜指全日升36點或1%收3,564點、深證成指升0.75%、內地創業板指數升1.4%，滬深兩市成交額共1.17萬億人民幣。
恆指高開13點後升幅擴大，曾升393點一度高見28,181點，全日升208點或0.75%，收27,996點；國指升109點或1.1%，收10,174點；恆生科技指數跌6點或0.08%，收7,661點。大市全日成交總額1,510.91億元，滬港通南下交易淨流出1.15億元人民幣，深港通南下交易淨流入17.09億元人民幣。騰訊(00700.HK)股價漲1.5%。
【內地發數據 金融股領航】
中資金融股有支持，中國平安(02318.HK)全日股價上揚3.7%收73.05元，建行(00939.HK)股價漲2.2%，招行(03968.HK)及郵儲銀行(01658.HK)全日股價各上揚5%及5.7%。摩根大通近日發表報告表示，從人民銀行近日召開記者會發言顯示對內銀行業正面，人行其中一個關鍵信息是貨幣政策沒有重大轉變，並重申宏觀經濟增長「穩中向好」，略緩解了該行對內地宏觀增長和今年下半年貸款利率下調的擔憂。
該行指，人行其他積極信息包括貸款結構改善、料降費對內銀的影響將低於預期。而對內銀的主要負面影響是貸款利率下降，導致淨息差的下行風險。摩通表示，內地貸款利率下降是壓低內銀淨息差的關鍵因素，雖然內銀已明言2021年淨息差將從2020年的水平下降，零售貸款利率可能比企業貸款利率更具彈性，料此對零售業務佔比較高的內銀如招行(03968.HK)及平安銀行(000001.SZ)有利。
【市寬呈改善 衆安股價飆】
港股今日主板市寬改善，主板股票的升跌比率爲24比17(上日爲15比27)，上升股份1,013只(升幅2.5%)；恆指成份股今日41只股份上升，下跌股份17只，升跌比率爲71比29(上日爲28比71)；大市今日錄沽空222.89億元，佔可沽空股份成交1,248.4億元的17.854%(上日15.399%)。
衆安在線(06060.HK)全日股價上揚16.6%收49.8元。摩根大通發表報告表示，除中國平安外，大部分中資保險公司已公佈上半年保費收入，顯示壽險業務復甦持續緩慢；而衆安在線(06060.HK)財險收入則繼續保持強勁增長勢頭。該行補充，由於上述趨勢，壽險股股價今年至今明顯跑輸大市，而中國財險(02328.HK)則累升18%。該行指，壽險銷售復甦相信是下半年行業的關鍵催化劑，認爲內地壽險行業現時屬超賣，看好中國平安及國壽(02628.HK) 。
此外，海底撈(06862.HK)股價下滑4%。瑞信發表研究報告指海底撈過去一個月股價反彈約20%後，料潛在進一步上行空間有限，維持目標價50元，但投資評級由「跑贏大市」降至「中性」，並認爲該股復甦需時及需要耐性。
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