《即日市评》港股续升中资券商股舞高石药绩後扬
港股今日随外围股市续升。市场关注本港政局及中美贸易谈判发展，美国总统特朗普称希望香港问题能以人道方式解决，扬言这事将对中美贸易协议极为有利；美国同时剔除部分中国货须於9月加徵10%关税，执笔之时美汇指数处98.1670。人币中间价续跌53点，报7.0365兑一美元创逾十一年低，而人行明日起将实施贷款利率报价新方式，中央支持深圳建设中国特色社会主义先行示范区，上证综指涨2.1%收2,883，深证成指涨3%，沪深两市成交额共5,816亿人民币。
恒指高开260点後，最多升622点一度高见26,356点，最终全日升557点或2.2%，收26,291点，并连升四个交易日，累涨1,010点或4%；国指全日升144点或1.5%，收10,109点。大市全日成交金额966.32亿元。沪、深港通南下交易半日净流入金额分别为20.74亿及13.94亿元人民币。友邦(01299.HK)涨近3%。将获纳入国指的中国旺旺(00151.HK)今日股价抽高6.6%
【券商股受捧 深圳概念俏】
A股造好，上证综指升2.1%创一个半月最大单日涨幅，中资券商股大幅造好，海通证券(06837.HK)股价抢高6.1%。中信证券(06030.HK)、HTSC(06886.HK)及广发证券(01776.HK)各涨6%、5.7%及5.1%。内险股亦受捧，财险(02328.HK)升3.4%，新华保险(01336.HK)、人保集团(01339.HK)、中国太保(02601.HK)及国寿(02628.HK)各升逾2%，中国平安(02318.HK)股价走高1.6%。
深圳概念股受捧，总部位於深圳的腾讯(00700.HK)今日股价上扬3.2%收336.8元，深圳控股(00604.HK)及深圳国际(00152.HK)股价各走高11.2%及7.7%。国务院发布关於支持深圳建设中国特色主义先行示范区意见称，支持在深圳开展数字货币研究与移动支付等创新应用；促进与港澳金融市场互联互通和金融(基金)产品互认；在推进人民币国际化上先行先试，探索创新跨境金融监管。文件中提到的不少政策都与港澳有关，例如促进深圳与港澳金融市场互联互通，以及推进在深圳工作和生活的港澳居民，在民生方面享有「市民待遇」等。
【升股千二只 石药绩後扬】
港股今日市宽改善，主板股票的升跌比率为35比12(上日为28比16)，上升股份1,256只(升幅3.3%)；但恒指成份股今日46只股份上升，下跌股份4只，升跌比率为92比8(上日为76比18)。大市今日录沽空155.94亿元，占可沽空股份成交金额794.5亿元的19.627%(上日17.685%)。
中资医药股有支持，中生制药(01177.HK)股价涨5.4%；石药(01093.HK)股价走高4.1%收12.96元，公司录得纯利18.78亿元人民币，按年升24.82%；基本每股盈利30.13分；不派中期息，期内，收入为111.78亿元人民币按年升27.61%。
摩根士丹利发表报告，石药今年第二季销售胜预期，但由於毛利较低、及一般和管理费用较高符预期，令其纯利仅符预期，该行指维持对石药「增持」投资评级及目标价18元。
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