《即日市評》恆指靠穩企兩萬八 港交所舞高
受小米(01810.HK)及港交所(00388.HK)帶動下，恆指今日反覆偏好。美國上週新申領失業救濟人數降至36萬人符預期，美聯儲局主席鮑威爾重申今輪美國通脹升勢只屬暫時性，美股昨個別發展，道指升0.2%；執筆之時美國十年期國債孳息率升至1.331釐，美匯指數升至92.6；美股道指期貨最新升25點或0.07%，納指期貨最新跌0.01%。上證綜指全日跌25點或0.7%收3,539點、深證成指跌1.3%、內地創業板指數跌近3%，滬深兩市成交額共1.18萬億人民幣。
恆指低開23點，早段曾跌117點一度低見27,878點。其後曾倒升逾200點一度高見28,218點，尾市升幅收窄，全日升8點或0.03%，收28,004點；國指跌21點或0.21%，收10,152點；恆生科技指數跌46點或0.6%，收7,614點。大市全日成交總額1,536.99億元，滬、深港通南下交易淨流入金額分別爲12.9億及8.26億元人民幣。
恆指本週累升660點或2.4%、國指本週累升267點或2.7%、恆生科指本週累升184點或2.5%。市場憧憬美企業季度業績，而美聯儲局主席鮑威爾稱美國經濟未到達可縮減買債規模程度，略緩減市場等「收水」憂慮；而內地昨公佈第二季度GDP按年增7.9%、上半年經濟按年增長12.7%。
【憧內企涌港 港交所舞高】
市場憧憬港股未來可吸引更多內地企業上市，港交所(00388.HK)全日股價抽升3.8%收524元，錄至近五個月高位，成交額增至84.46億元。匯豐環球研究近日表示，隨着內地企業前往海外上市所需要求提高，料將有更多內地企業來港上市，以配合「跨境理財通」等政策所帶來投資需求，估計本港市場會迎來新一波中資企業來港上市的趨勢，料港股成爲「東方納斯達克」趨勢可望加快。該行重申對港股「增持」評級，料港交、中銀香港(02388.HK)、友邦(01299.HK)、國壽(02628.HK)、置地公司及冠君產業信託(02778.HK)可受惠於上述港股迎來的大趨勢。
而摩根大通近日發表報告表示，上調港交所目標價由545元升至570元，因對其估值預測延伸至2022年6月，相當於預測2022年及2023年市盈率各37倍及30倍，對比五年平均預測12個月市盈率33.6倍，維持「增持」評級。
【小米受追捧 申洲有沽壓】
港股今日主板市寬轉弱，主板股票的升跌比率爲17比23(上日爲24比17)，下跌股份983只(跌幅2.2%)；恆指成份股今日15只股份上升，下跌股份39只，升跌比率爲26比67(上日爲71比29)；大市今日錄沽空214.37億元，佔可沽空股份成交1,303.99億元的16.44%(上日17.854%)。
小米(01810.HK)全日股價彈高4.8%收28.25元。調查機構Canalys發表的報告指，今年第二季全球智能手機出貨量升12%，主要受惠疫苗在全球推出，經濟及市民新常態亦逐步成形，期內三星市佔率排第一，達19%，出貨量按年升15%，而小米首次躋身全球第二位，市佔率17%，出貨量按年升83%。而蘋果(AAPL.US)則以14%市佔率屈居第三，出貨量僅按年升1%。
申洲(02313.HK)股價下滑4.9%收166.6元。中金髮表報告表示，考慮人民幣升值帶來匯率損失，決定下調對申洲(02313.HK)今明兩年每股盈利預測各8.6%及5.2%，維持對其「跑贏行業」評級，下調其目標價5.2%至217.33港元。中金錶示，2021年初至今人民幣較美元升值，估計將給申洲今年上半年帶來逾1.2億人民幣的匯兌損失，而去年同只錄匯兌收益8,800萬人民幣，此將對公司今年上半年純利帶來負面影響。
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