《即日市評》中資金融及科網股領航大市 騰訊升近4%
阿思達克 05-15 16:57
恆指連跌四日(累跌669點或3.3%)後，今日(15日)受科網及中資金融股帶動回升。市場關注美國債務上限談判，美股道指及納指上周五(12日)各跌0.03%及0.35%。執筆之時，美國10年期債券孳息率升至3.477厘，美匯指數升至102.51，道指期貨最新升107點或0.3%，納指期貨最新升0.3%。人行今進行1,250億人幣MLF操作，操作利率持平於2.75%，上證綜指今日升38點或1.2%，收3,310點，深證成指升1.6%，滬深兩市成交額共9,383億元人民幣。
恆指早市低開102點後反覆，午後曾拉升436點一度高見20,063點，全日升343點或1.75%，收19,971點；國指升116點或1.75%，收6,780點；恆生科技指數升51點或1.33%，收3,925點。大市全日成交總額1,016.24億元，滬、深港通南下交易淨流入18.5億及13.3億元人民幣。
恆指季檢，潤電(00836.HK)、紫金(02899.HK)、京東健康(06618.HK)及攜程-S(09961.HK)將「染藍」，潤電全日股價先升後跌，全日下滑1.5%，紫金、京東健康及攜程各升1.9%、2.2%及2.3%。民企內房股受壓，碧桂園(02007.HK)股價下滑近4.3%。
【恆指止連跌 金融股發力】
中資金融股午後發力，農行(01288.HK)全日漲近2%、工行(01398.HK)升2.1%、中行(03988.HK)走高2.2%，郵儲行(01658.HK)及交行(03328.HK)各升2.6%及2.3%。內險股太保(02601.HK)升4.6%，中國平安(02318.HK)、國壽(02628.HK)、中國太平(00966.HK)及人保(01339.HK)升逾3%。
據《上證報》報道，上交所將於周三(17日)召開金融業專題座談會，由交易所主辦、工商銀行承辦的「滬市金融業專題座談會」，主要議程包括討論如何在服務中國式現代化中，促進金融業估值提升和高質量發展，預期將有銀行、保險、基金及券商業界人士參與。
【市寬呈轉強 騰訊美團揚】
港股今日市寬轉強，主板股票的升跌比率為23比17(上日12比28)，恆指成份股今日69隻股份上升，下跌股份7隻，升跌比率為91比9(上日為12比88)；大市今日錄沽空138.85億元，佔可沽空股份成交額863.68億元的約16.076%(上日為17.64%)。
京東-SW(09618.HK)上周公布季業勝預期後，多隻中資科網股將於本周公布業績，令市場有所憧憬。騰訊(00700.HK)全日股價搶高3.9%收341元，美團-W(03690.HK)股價上揚3.4%，阿里-SW(09988.HK)股價升0.9%，而百度-SW(09888.HK)升1.5%。
摩根士丹利發表報告指，中美高層官員近日先後三次會晤，對於兩國是否是恢復直接定期溝通，仍然有待觀察，但相信消息對股市表現將有利，未來建議投資者關注美國財長耶倫及國務卿布林肯的訪華行程，或進一步緩解投資者對兩國關係的擔憂。
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