《即日市评》科技股撑起大市 小米港视齐破顶
恒指今日先跌後回升。美股昨晚个别发展，道指跌0.8%、纳指再创收市高升0.7%，标普500指数破顶後倒跌0.2%；美国联储局副主席克拉里达称不会只因失业率下降而加息；美汇指数跌至逾两年低，执笔之时美汇指数跌至91.7570，道指期货最新升79点或0.3%，纳指期货最新升105点或0.9%。8月财新中国制造业PMI升至53.1，为2011年2月以来新高；离岸人民币汇价升幅扩大，午後一度再破6.81水平，曾高见6.8087兑一美元，升幅一度达376点。上证综指升0.4%，收3,410，深证成指涨0.7%，沪深两市成交额共8,514亿人民币。
恒指低开91点後，跌幅曾扩大至181点曾低见24,995点，其後倒升77点高见25,254点，最终全日升7点或0.03%，收25,184点；国指升21点或0.2%，收10,013点；恒生科技指数升130点或1.7%，收7,674点。大市全日成交总额1,390.63亿元，沪、深港通南下交易录得净流入金额分别为12.8亿及29.35亿元人民币。香港电视(01137.HK)破顶升14.7%收12.04元。
【科技股领涨 小米再闯高】
科技股领航大市，腾讯(00700.HK)全日上扬1.6%收539元，小米(01810.HK)全日股价抢高8.9%收25.6元，而美团(03690.HK)全日走高3.5%收264.6元。里昂早前发表报告表示，小米今年第二季业绩胜预期，收入按年升3.1%至535亿人民币，高预期7%。该行料小米今年第三季收入按年升18%、估计旗下智能手机业务销售续强，料物联网产品可重新录逾10%(teens)增长。该行重申对小米「跑赢大市」投资评级，目标价由14.2元上调至21.3元。
美银证券发表研究报告指，美团点评(03690.HK)8月份每日订单量达到创纪录的3,800万宗，订单量按年增幅亦由7月的19%加快至8月初的30%，对美团的经营前景看法未有大改变，认为外卖业务前景向好，维持「买入」评级，目标价296元。
【比亚迪弹高 长汽续舞升】
港股今日市宽略改善，主板股票的升跌比率为22比22(上日为17比28)，恒指成份股今日17只股份上升，下跌股份30只，升跌比率为34比60(上日为32比66)；大市今日录沽空201.61亿元，占可沽空股份成1,150.51亿元的17.523%(上日为14.128%)。
车股有支持，吉利(00175.HK)升4.4%、比亚迪(01211.HK)抢高13.8%收87.65元。大和发表报告指出，比亚迪三季盈利指引低过该行预期，预期旗下车型「汉」的销售会在第四季增加，而明年首季推出、使用「刀片电池」的新纯电动车型料会引发再评级。该行将公司目标价由原来的69元上调至94元，投资评级由「持有」上调至「买入」。
长汽(02333.HK)全日股价抢升8.9%收9.16元。瑞银发表报告，维持长汽「买入」评级，目标价由6.5元升至10元，认为次季业绩强劲，相信公司已进入强劲的产品周期，配合新技术、平台策略及自动驾驶技术，估计公司可继续抢占市场份额并改善利润，而公司在自动驾驶上的付出应可改善产品竞争力，并带动重估至接近吉利的水平。(wl/u)
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