《即日市评》恒指本周累升602点 美团腾讯今领航大市
美国国债孳息率稍为回落，港股今日受科技股带动向上。美国总统拜登公布超过2万亿美元名为「美国职位计划」的基建方案，其中企业税拟由21%上调至28%，美股道指昨晚跌0.3%，但纳指昨晚升1.5%。执笔之时美国十年期国债孳息率回落至1.721厘，美汇指数处93.17，美股道指期货最新升30点或0.09%，纳指期货最新升1%。3月财新中国制造业PMI降至50.6，为去年5月以来最低，上证综指全日升24点或0.7%收3,466、深证成指升1.46%，内地创业板指数涨2.1%，沪深两市成交额6,577亿人民币。
恒指高开216点，早市在28,700点附近争持，午後升幅扩大，并以全日高位28,938点收市，最终升560点或2%；国指升245点或2.2%，收11,217点；恒生科技指数升385点或4.7%，收8,569点。大市全日成交总额1,782.53亿元，沪、深港通南下交易录得净流入金额分别为14.37亿及41.29亿元人民币。
港股明天(2日)起假期休市，至下周三(7日)复市，本周仅有四个交易日，恒指本周累升602点或2.1%、国指本周累升251点或2.3%、恒生科指本周累升440点或5.4%。市场关注大型企业公布去年业绩，由於美国国债孳息近期攀升触发科技股反覆波动，至本周中美国国债孳息回落，科技股有买盘支持。
【恒指全周上升 美团腾讯领涨】
科技股弹高，小米(1810.HK)、京东(09618.HK)及快手(1024.HK)全日股价各走高2.7%、4.4%及5.6%；腾讯(00700.HK)全日股价抢高7.2%收654元，单股贡献恒指196点升幅。瑞信发表报告表示，参与了腾讯投资者会议，腾讯管理层透露今年以来在线游戏的用户指标及趋势仍然保持健康，但考虑到去年强劲的基数、以及今年首季缺少大型游戏发布，估计在线游戏收入增长会恢复正常。该行维持对腾讯「跑赢大市」评级及目标价800元。
美团(03690.HK)全日股价抢上9.3%收325.8元。高盛发表报告表示，为美团召开了其业绩後的非交易路演(NDR)，美团管理层透露其核心业务营运业绩稳健，在强大的用户支持下，该公司巩固了在外卖领域的市场领先地位，到店、酒店和旅游业务中的利润率也超过了竞争对手。但美团管理层亦直言目前难以预测社区团购业务何时才可取得收支平衡。该行重申对美团「买入」评级及目标价396元。
【上升股千一只 比亚迪受追捧】
港股今日市宽改善，主板股票的升跌比率28比15(上日为16比28)，上升股份1,148只(升幅3.05%)，恒指成份股今日31只股份上升，下跌股份20只，升跌比率为56比36(上日为27比70)；大市今日录沽空255.36亿元，占可沽空股份成交1,520.62亿元的16.793%(上日14.812%)。
部份中资汽车股舞高，长汽(02333.HK)股价弹高10.7%收23.85元，比亚迪(01211.HK)股价抢高7.6%收177.5元。花旗发表报告表示，与比亚迪管理层沟通後，将2021至2023年新能源汽车销量预测提升至43.2万、73.3万及92.5万辆，但将内燃引擎汽车销售量预测下调至13万、7.2万及1.4万辆，以反映产品组合重心转移至新能源汽车。同时考虑到内燃引擎汽车未来几年平均售价将下降，将内燃引擎汽车毛利率下调至2%以下。
至於新能源汽车，花旗预计比亚迪混合毛利率未来将维持在13%至18%之间，考虑到估值及次季新能源汽车的轻微销售风险，将比亚迪目标价由349元下调至287元，但维持「买入」评级。(wl/u)
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