《即日市評》恆指回升 兩萬關得而復失 車股彈高
阿思達克 05-11 16:55
市場觀望美國今晚公布4月通脹數據，港股今日隨A股向上。美股昨晚走個別，道指及納指分別跌0.3%及升近1%，美國總統拜登重申支持聯儲局打擊通脹，表明華府更擔心高物價，執筆之時美國十年期國債孳息率跌至2.942厘，美匯指數處103.56，美股道指期貨最新升246點或0.77%，納指期貨最新升1.18%。中國公布4月CPI按年升2.1%(市場預期升1.8%)、4月PPI按年升8%(市場預期升7.8%)，上證綜指今日升22點或0.8%收3,058點，深證成指升1.8%，內地創業板指數漲3.1%，滬深兩市成交額共1.078萬億人民幣。
恆指低開121點後，在科網股帶動下倒升，曾升449點見20,083點，尾市升幅收窄，全日升190點或0.97%，收19,824點；國指升111點或1.67%，收6,769點；恆生科技指數升112點或2.89%，收4,019點。大市全日成交總額1,261.52億元，滬、深港通南下交易分別淨流入31.12億及38.98億元人民幣。科網股有支持，騰訊(00700.HK)及美團(03690.HK)股價各漲2.7%及6.3%，快手(01024.HK)股價彈7.5%。
【港股呈回升 汽車股彈高】
中資汽車股彈高，比亞迪(01211.HK)股價揚8.5%收233.2元，吉利(00175.HK)股價升6.8%，而理想汽車(02015.HK)股價走高9.8%。摩根士丹利發表報告表示，理想汽車在季績分析員電話會議上釋出正面信號，理想汽車管理層料第二季末供應鏈可回復正常，而低成本庫存將有助於提振第二季度的毛利率，並指產品加價後的新訂單流入已回升至疫情前的水平。
理想汽車管理層表示，逾50%供應商已恢復營運，公司亦計劃在5月下旬將重啟第二更的生產，指常州工廠的開工率將很快達到60%(第一更的生產已達滿負荷)。
【市寬見改善 李寧安踏揚】
港股今日市寬改善，主板股票的升跌比率為23比17(上日11比30)，恆指成份股今日39隻股份上升，下跌股份22隻，升跌比率為59比33(上日為15比82)；大市今日錄沽252.12億元，佔可沽空股份成交額1,057.29億的23.846%(上日為23.669%)。
內需股搶高，李寧(02331.HK)及安踏(02020.HK)全日股價各漲4.5%及6.4%。大和發表報告指，安踏管理層透露，近日各地銷售情況每日都在發生變化，但整體4月份的零售銷售趨勢與3月下半旬相似。該行指出，安踏的多品牌戰略帶來不同的增長動力，隨著安踏進軍高線城市及產品組合改善，管理層預計撇除封城影響，今年平均售價將可提升超過10%，目標今年將直接面對消費者(DTC)營銷模式的網點佔比提升至75%。
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