《即日市评》恒指首季累升逾4% 小米造车今股价反覆靠稳
受友邦(01299.HK)、港交所(00388.HK)及万洲(00288.HK)跌势拖累下，恒指今日反覆向下。美国国债昨晚孳息升至14个月高，科技股带动大市偏软，执笔之时美国十年期国债孳息率回落至1.736厘，美汇指数处93.12，美股道指期货最新跌45点或0.14%，纳指期货最新升0.11%。中国3月官方制造业PMI升至51.9胜预期(市场原预期51.2)、3月官方非制造业PMI回升至56.3(市场原预期52)；上证综指全日跌14点或0.4%收3,441、深证成指跌0.8%，沪深两市成交额6,875亿人民币。
恒指高开225点见28,802点全日高位，其後辗转倒跌，尾市跌幅曾扩大至244点曾低见28,332点，最终全日跌199点或0.7%，收28,378点；国指跌48点或0.4%，收10,972点；恒生科技指数升3点或0.04%，收8,183点。大市全日成交总额1,640.39亿元，沪、深港通南下交易录得净流入金额分别为10.64亿及18.29亿元人民币。友邦及港交所股价各走低1.8%及1.3%。《路透社》引述消息指中国考虑设立新交易所以吸引海外公司，提高在岸股票市场的全球地位，港交所(00388.HK)全日股价下滑1.3%收457.4元。
恒指3月累跌601点或2.1%、国指3月累跌275点或2.4%、恒生科指3月累跌770点或8.6%，市场关注中美关系发展、美国国债孳息率持续上升，亦触发了科技股捱沽；恒指於今年首季则累升1,147点或4.2%、国指今年首季累升233点或2.1%、恒生科指今年首季则累跌242点或2.9%。
【小米反覆靠稳 中银绩後受压】
长汽(02333.HK)全日走低2.5%收21.55元，小米(01810.HK)今日股价先升後靠稳，盘中曾高见27.15元一度弹高6.05%，其後升幅回顺，最终全日涨0.6%收25.75元。就小米集团正式批准智能电动车业务立项，首期投资为100亿元人民币，预计未来十年投资额100亿美元，花旗报告表示，小米计划未来十年投资额100亿美元於发展电动车业务，相信已足够支付电动车业务的启动资金，估计小米未来每年约有200亿人民币的营运现金流，拥有充裕的现金，令公司负担得起拓展电动车业务的计划，风险可控。花旗认为，小米年均投资65亿元人民币，不到公司总收入2%，但支出会影响净利润表现。
中银香港(02388.HK)全日股价下滑4.6%收27.15元。花旗指中银去年下半年纯利逊市场预期10%，主要因交易收入逊预期及物业资产重估因素。而高盛指中银去年第四季营运溢利录60亿元，较该行及市场原预期各低10%及9%，主要交易收入波动令收入疲弱。
【跌股逾一千只 万洲绩後捱沽】
港股今日市宽转弱，主板股票的升跌比率16比28(上日为26比17)，下跌股份1,164只(跌幅2.7%)，恒指成份股今日15只股份上升，下跌股份39只，升跌比率为27比70(上日为74比24)；大市今日录沽空201.76亿元，占可沽空股份成交1,362.1亿元的14.812%(上日17.607%)。
万洲国际全日股价下挫12.7%收6.3元。大和发表报告表示，指万洲去年第四季纯利按年大降85%，相信主要受到美国业务营运毛利率的压力、一次性支出所影响，决定下调对其今明两年纯利预测各17.6%及1.3%。而花旗亦指万洲去年纯利低於市场预期20%，主要是受美国业务亏损较预商为高等因素影响，料今年首季营运续存挑战。(wl/a)
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