《即日市評》恆指向上港交所領航 匯控業績勝預期
受金融股及比亞迪(01211.HK)等帶動下，恆指今日重上兩萬六關。亞馬遜業績遜預期，美股道指及納指上週五各跌0.4%及0.7%；執筆之時美國十年期國債孳息率跌至1.236釐，美匯指數升至92；美股道指期貨最新升182點或0.52%，納指期貨最新升0.6%。中國7月官方製造業PMI錄50.4%低於預期、中國7月財新製造業PMI回落至50.3遜預期，上證綜指全日升66點或近2%收3,464點、深證成指升2.3%、內地創業板指數升1.6%，滬深兩市成交額共1.51萬億人民幣。
恆指今早高開93點，早段曾倒跌217點一度低見25,743點，其後回升，最高見26,300點，最終全日升274點或1.06%，收26,235點；國指升103點或1.12%，收9,336點；恆生科技指數升15點或0.23%，收6,796點。大市全日成交總額1,669.48億元，滬港通南下交易淨流出3.19億元人民幣，深港通南下交易淨流入16.51億元人民幣。
港交所(00388.HK)今日股價上揚4.3%收517.5元。美國證交會要求中概股披露監管風險，中證監迴應指加強監管合作是必然選擇，並指中方對企業選擇上市地持開放態度。
【匯控股價漲 業績優預期】
匯豐控股(00005.HK)今日股價一度抽高4.9%，其後升幅收窄，全日收43.45元升0.9%。匯控中午公佈上半年業績，列賬基準除稅前利潤按年增1.5倍至108.39億美元，高於本網早前綜合4間券商介乎89.88億美元至103.12億美元的預測，列賬基準收入按年倒退4.5%至255.51億美元，純利按年增長2.7倍至72.76億美元，每股盈利0.36美元，宣派每股中期股息7美仙，少過預測介乎8美仙至10美仙。6月底止普通股權一級資本比率15.6%，高於去年同期的15%。
瑞信發表報告指匯控第二季度純利33.96億美元，高於該行預期12%，稅前盈利則較該行預期低2%，不過兩者均勝其他券商預期；經調整撥備前盈利較該行預期低11%，亦遜於其他券商預期。瑞信指，經調整收入遜預期2%；匯控繼續預期今年貸款有中單位數增長。財富管理及個人銀行業務(WPB)在剔除保險影響後收入遜預期。環球銀行及資本市場業務(GBM)收入亦遜預期。該行指，匯控經調整成本按年升4%，高於市場預期；普通股權一級資本比率15.6%，遜於預期。
【升股千一隻 比亞迪彈高】
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17比25)，上升股份1,145只(升幅3.2%)；恆指成份股今日45只股份上升，下跌股10只，升跌比率爲78比17(上日爲28比66)；大市今日錄沽空224.08億元，佔可沽空股份成交1,445.65億元的15.5%(上日16.544%)。
比亞迪全日股價抽上8%收258.2元，吉利(00175.HK)股價亦升3.1%。高盛近日與比亞迪的銷售經理進行投資者會議，該行引述比亞迪銷售經理透露，近期刀片電池業務訂單交付強勁，自從公司於1月份推出其DM-i超級混動技術系統、3月推出首款相關平臺車輛，相關積壓訂單一直在迅速增加。一般而言，經銷商的客戶需要下單後等待三個月，而比亞迪預計於今年8月開始相關發貨可望加速。高盛維持比亞迪H股「買入」評級(「確信買入」名單)及目標價313元。
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