《即日市评》科技股跑赢大市 京东及联通抽升一成
恒指今日反覆偏好，科技股有支持。美股昨晚发展不一，道指跌0.3%，纳指破顶升1%；市场观望中美关系发展，美国宣布加强限制华为获取美国技术，增列38间联属公司到实体清单；而美国总统特朗普扬言企业将生产由中国搬回美国可获税务减免，执笔之时美汇指数跌至92.5760，美股道指期货最新升13点或0.05%，美股纳指期货最新升4点或0.04%。人币中间价续上调37点报6.9325兑一美元，逾五个月高，上证综指升0.4%收3,451，深证成指涨0.2%，沪深两市成交额增至1.09万亿人民币。
港股欠缺方向，恒指高开123点後随即向下，午後曾倒跌89点一度低见25,257点，最终全日升20点或0.1%，收25,367点；国指升39点或0.4%，收10,425点；恒生科技指数升120点或1.7%，收7,196点。大市全日成交总额1,268.83亿元，沪、深港通南下交易录得净流入金额分别为13.95亿及9.56亿元人民币。
中资电讯股炒上，联通(00762.HK)急升11.1%报6.53元，中电信(00728.HK)走高3.7%，中移动(00941.HK)升2.1%。
【科技股受捧 京东弹一成】
科技股有支持，腾讯(00700.HK)、阿里巴巴(09988.HK)及小米(01810.HK)股价分别抢高1.5%、3.8%及6.4%，美团点评(03690.HK)股价弹高7.7%，而京东(09618.HK)全日股价抽上9.5%收265.5元。高盛发表报告指出，京东在美国股价在过去1.5年间增长超过两倍多，而其第二季业绩强劲，有助於维持此上升趋势，重申其「买入」投资评级，并将此股票加到该行的「确信买入」名单。目标价由原来的283港元上调至329港元
高盛解释，由於京东持续扩大零售规模，随着结构性的超市及药品自营业务增长，估计在2022年必需品、快速消费品及一般商品的销售额将占京东零售自营业务收入约50%，而过去一直是电子产品或家电销售所主导。该行预期2020至2022年的收入将分别增长26%、21%及20%。
【市宽呈转弱 舜宇绩後挫】
港股今日主板市宽转弱，主板股票的升跌比率为22比22(上日为27比18)，恒指成份股今日21只股份上升，下跌股份26只，升跌比率为42比52(上日为66比32)；大市日录沽空173.7亿元，占可沽空股份成1,034.4亿元的16.8%(上日为17.38%)。
舜宇(02382.HK)全日股价下挫9.4%收134.2元，瑞声(02018.HK)走低2.5%，而比亚迪电子(00285.HK)挫11.6%。花旗发表报告指，舜宇光学管理层下调今年手机镜头模组付运目标，由原来目标增长15%，降至增长10%。车载镜头付运目标亦由原来目标增长20%，降至增长5%。该行相信，下调目标主因受疫情影响，中国品牌及全球汽车终端客户的需求疲弱所致。
就美国商务部工业及安全局加强限制华为及其非美国联属公司获取美国技术，进一步将21个国家中的38个华为联属公司列入实体清单，对清单内所有实体实施根据《出口管理条例》的许可证要求；麦格理发表报告，认为事件对舜宇影响为中性至轻微负面，而舜宇客户覆盖主要安卓平台的智能手机生产商如三星、小米(01810.HK)、Oppo及Vivo，但其并无苹果公司的订单。(wl/a)
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