《即日市评》恒指三连跌 百度首挂平收 吉利绩逊捱沽
受金融及科技股跌势拖累，恒指今日持续向下。美股昨晚上扬，道指升0.3%及纳指涨1.2%，市传美国白宫考虑推3万亿美元复苏方案，但白宫发言人回应称指目前对未来经济方案的猜测不成熟，亦不反映白宫想法；执笔之时美国十年期国债孳息率称回落至1.655厘、美汇指数升至92.04，美股道指期货最新跌92点或0.3%，纳指期货最新跌0.2%。市场观望中国与美国、欧盟关系的发展，上证综指全日跌31点或0.9%收3,411、深证成指跌1.1%，沪深两市成交额7,885.82亿人民币。
恒指高开122点，早段曾升157点一度高见29,043点，其後转跌，午後曾跌509点一度低见28,376点，收市前跌幅收窄，全日跌387点或1.3%，收28,497点，连跌三日(累跌908点或3.1%)；国指今日跌195点或1.7%，收11,111点；恒生科技指数跌213点或2.5%，收8,295点。大市全日成交总额1,665.84亿元。沪、深港通南下交易录得净流出金额分别为3.81亿及14.11亿元人民币。汇控(00005.HK)全日股价跌1.4%，吉利(00175.HK)去年业绩逊预期，全日股价挫6.6%。
百度集团-SW(09888.HK)今日首日挂牌，股价高开0.8%报254元，最高见256.6元，午後曾失守上市价低见251.6元，全日收252元，持平於上市价252元，涉资37.02亿元。
【百度收持平 美团小米弱】
科网股受压，美团(03690.HK)全日股价跌5.2%收303.8元，小米(01810.HK)下滑4.1%，而腾讯(00700.HK)股价走低0.8%收628.5元。腾讯将於明天公布截至去年业绩，市场预期腾讯旗下游戏业务在收购Supercell影响下，估计其去年第四季增长减慢，但其推出多个新游戏去季推出後反应仍理想，综合25间券商预测，腾讯2020年非国际财务报告准则纯利料介乎1,190亿至1,261.06亿元人民币，按年增加26.1%至增加33.7%，较2019年同期943.51亿元人民币，中位数为1,225.56亿元人民币，按年增加29.9%。
综合28间券商预测，腾讯2020年纯利料介乎1,084.66亿至1,958.06亿元人民币，较2019年同期933.1亿人民币，按年增加16.2%至增加109.8%，中位数为1,312.55亿元人民币，按年增加40.7%。而投资者势将关注内地反垄断政策对腾讯潜在影响、公司管理层对旗下网游、视频号、广告业务及金融科技业务等最新营运指引。
【跌股千三只 思摩尔下泻】
港股今日市宽转弱，主板股票的升跌比率12比33(上日为24比19)，下跌股份1,335只(跌幅2.9%)，恒指成份股今日6只股份上升，下跌股份48只，升跌比率为11比87(上日为55比44)；大市今日录沽空203.86亿元，占可沽空股份成交1,385.86亿元的14.71%(上日13.718%)。
市场担心中国政府释放库存压抑铝价及达到国家排放目标，中铝(02600.HK)及中国宏桥(01378.HK)股价各挫9.9%及11.8%。钢铁股马钢(00323.HK)及鞍钢(00347.HK) 各跌8.5%及10.6%。
国家工信部表明电子烟等新型烟草制品参照卷烟监管，思摩尔国际(06969.HK)全日股价下泻27.2%报48元。大和发表报告表示，国家工信部公布《关於修改中华人民共和国烟草专卖法实施条例的决定(徵求意见稿)》，建议电子烟将如传统香烟般一样受到管制，此意味着相关税率上升，该行估计新规定可能会降低思摩尔(在中国的利润率。该行认为思摩尔国际股价短期将面临压力，但由於思摩尔於2020年仅约20%的销售额来自中国，因此估计相关影响都应可控。(wl/a)
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