《即日市评》恒指本周累升千点 港消费及濠赌股今抽高
市场憧沙特与俄罗斯的石油战可望「休战」，港股今日随外围回升。俄罗斯塔斯社(TASS)引述消息透露，俄罗斯已准备好每日减产160万桶，油组及包括俄罗斯在内的其他产油国(OPEC+)将於今日召开会议讨论减产，目前俄罗斯每日的石油产量约为1,129万桶。执笔之时美股道指期货急升近300点或1.3%、美汇指数跌至100.08。上证综指升0.4%收2,825，深证成指升0.7%，沪深两市成交额6,532亿人民币。
港股今日於复活节长假前夕上扬。恒指高开210点，其後升幅扩大，尾市曾升点338曾高见24,308点，全日升329点或1.4%，收24,300点；国指升129点或1.3%，收9,811点。大市全日成交总额938.87亿元，沪港通南下交易录得净流出金额9,120万元人民币、深港通南下交易录得净流入金额9.54亿元人民币。汇控(00005.HK)及渣打(02888.HK)股价各上扬2.8%及5.5%。港澳政府加码推出纾困措施，大家乐(00341.HK)及莎莎(00178.HK)各涨6.1%及13.9%；濠赌股抽上，银娱(00027.HK)及金沙中国(01928.HK)股价各弹6.3%及7%，新濠(00200.HK)涨13.2%。
恒指本周累升1,064点或4.6%；国指本周累升320点或3.4%。美国总统特朗普称美国应对新冠病毒疫情见曙光，指疫苗研发正迅速进行，市场憧欧美疫情或趋向平稳、及料沙地及俄罗斯或达石油战停战协议。
【濠赌股弹高 体育股俏升】
中资体育用股受追捧，安踏(02020.HK)及李宁(02331.HK)股价分别抽高9.4%及8.5%。麦格理发表报告指，详细研究Nike第三财季季报(截至今年2月底止季报)，及了解到Nike旗下大中华地区自营及合作夥伴门店现已重开约95%，对比3月24日参与业绩会议时披露重开约80%，而Nike管理层料大中华地区业务呈复苏，按周计人流及需求持续增加。
麦格理相信，中国体育用品行业需求呈复苏，将利好李宁、滔博(06110.HK)及安踏体育，均予「跑赢大市」评级，至於供应商方面，料申洲国际(02313.HK)及九兴(01836.HK)下半年订单仍有短期上的挑战，但料疫情危机过後长远可提升市场份额。
【升股千二只 瑞声盈警挫】
港股今日市宽向好，主板股票的升跌比率为33比12(上日17比26)，上升股份1,229只(升幅3.4%)，恒指成份股46只上升，3只股份下跌，升跌比率为92比6；大市今日录沽空118.11亿元，占可沽空股份成交756.59亿元的15.61%(上日为16.335%)。
瑞声科技(02018.HK)今日股价下挫4.1%收40.45元。瑞声发盈警，集团预期截至今年3月31日止三个月之综合溢利将下跌至4,300万元至6,300万人民币之间，即按年减少约85%至90%。
麦格理发表报告指，瑞声发盈警，预期在季节性价格压力、农历新年假期後产能收缩、复工成本增长及光学业务研发费用影响下，首季净利润将按年跌下降85%至90%，与早前第四季业绩电话会议上管理层的乐观态度形成鲜明对比。该行指，现今市况下智能手机前景差，预期首季及次季智能手机需求将分别按年跌25%和26%，然後底於第三及第四季回复2%及6%，估计全年出货量可能下降10.2%，当中iPhone出货量预测降低至1.71亿部。
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