《即日市評》港股止連跌 科網、物管及藥股回升
恆指連跌三日(累跌2,637點或9.5%)後，今日受科網及藥股帶動回升。美股三大指數結束連續五日升勢，市場觀望美聯儲本週會議，道指及納指昨各跌0.2%及1.2%，執筆之時美國十年期國債孳息率跌至1.261釐，美匯指數跌至92.52；美股道指期貨最新跌17點或0.04%，納指期貨最新升0.24%。市場關注內地疫情發展，內地昨增本土確診病例55例(江蘇佔48例，四川3例，遼寧2例，雲南2例)，上證綜指全日跌19點或0.58%收3,361點、深證成指下滑0.05%、內地創業板指數升1.6%，滬深兩市成交額共1.27萬億人民幣。
恆指今早高開270點，早段升幅曾擴大，其後反覆倒跌238點，最低見24,848點，午市再度上升，全日升387點或1.5%，收25,473點；國指升191點或2.2%，收9,071點；恆生科技指數升193點或3.1%，收6,443點。大市全日成交總額2,813.06億元，滬港通南下交易淨流入8.2億人民幣，深港通南下交易淨流出88.98億人民幣。科網股上升，騰訊(00700.HK)漲0.3%收447.2元，美團(03690.HK)彈高7.5%收208.6元。
【物管股價彈高 碧桂園服務揚】
物管股回升，碧桂園服務(06098.HK)全日股價抽上18.2%收60.65元，爲今日升幅最大藍籌股，世茂服務(00873.HK)彈高13.6%收18.66元，華潤萬象生活(01209.HK)抽升11.9%。中金髮表告表示，物管股早前股價下跌，認爲主要爲其他個別行業監管風險、物業板塊相關政策引發資本市場對行業前景的憂慮。該行指物管行業具體焦點包括開發商流動性是否存在風險並影響物業板塊、物管監管是否加碼及監管下商業模型是否可持續、社保從嚴政策是否反覆等，該行認爲監管政策整體基調不變、開發商流動性和社保等外圍風險影響有限，續堅定看好物業板塊前景。
中金認爲內地物管行業成長的邏輯未變，料頭部公司中短期業績高增長兌現度高，維持板塊內各公司的盈利預測、評級和目標價，推薦基本面及具備資源優勢的龍頭個股，包括碧桂園服務、華潤萬象、融創服務(01516.HK)、旭輝永升(01995.HK)、金科服務(09666.HK)、世茂服務和寶龍商業(09909.HK)。
【市寬明顯改善 藥明生物回升】
港股今日主板市寬呈改善，主板股票的升跌比率爲28比17(上日爲6比40)，上升股份1,156只(升幅4%)；恆指成份股今日33只股份上升，下跌股23只，升跌比率爲57比40(上日爲29比69)；大市今日錄沽空345.46億元，佔可沽空股份成交2,575.02億元的13.416%(上日16.376%)。
藥明生物(02269.HK)股價回升10.4%收119.1元，藥明康德(02359.HK)股價抽上11.8%。摩根大通發表報告表示，MSCI中國醫療服務行業指數自6月28日高位以來已累積調整18%，相信市場調整是因爲內地近期監管政策收緊包括教育、互聯網及內房行業所產生的溢出效應，並留意到內地線上醫療服務股呈現較大調整，但該行認爲這些規定可能對中國醫療保健行業並無直接的基本面影響，上述事件削弱了行業的市場估值，並認爲調整後創造投資機會。
該行在近期拋售後會關注的一些具優質中資醫藥股，包括藥明生物、藥明康德、金斯瑞生物科技(01548.HK) 、邁瑞(300760.SZ) 、榮昌生物(09995.HK) 和恆瑞醫藥(600276.SH)。
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