《即日市评》恒指续升成交降 科网及车股向上
受腾讯(00700.HK)及美团(03690.HK)等升势带动下，港股今日持续向上。受惠於美国联储局指不会於短期内收紧货币政策，美股道指及纳指上周五各升1.1%及2.3%，执笔之时美国十年期国债孳息率跌至1.62厘，美汇指数回落至90.29水平，美股道指期货最新跌62点或0.18%，纳指期货最新跌0.17%。中国4月规模以上工业生产按年升9.8%(市场原预期升10%)、4月社会消费品零售总额按年升17.7%(市场预期升25%)，上证综指全日升27点或0.78%收3,517、深证成指升1.7%，内地创业板指数涨2.6%，沪深两市成交额9,300亿人民币。
恒指高开102点，早段曾升240点高见28,268点，其後升幅一度收窄至46点，全日升166点或0.6%收报28,194点。国指升98点或1%，收10,503点；恒生科技指数升134点或1.8%，收7,699点。大市全日成交总额降至1,456.33亿元，沪、深港通南下交易录得净流入金额分别为33.98亿及54.51亿元人民币。
顺丰房托(02191.HK)首日挂牌，全日收4.16元，较上市价4.98元，低82仙或16.5%，成交8,408万个基金单位，涉资3.61亿元。不计手续费，每手1,000个基金单位，账面蚀820元。
【科网股造好 腾讯美团涨】
科网股有支持，美团(03690.HK)全日升4.2%收254.2元，腾讯(00700.HK)股价走高3%收600.5元。腾讯宣布正式成立腾讯云音视频品牌，同时发布三合一的RT-ONE网络，整合腾讯云实时通信网络(TRTC)、即时通信网络(IM)以及流媒体分发网络(CDN)三张网络，服务面向教育、零售、泛娱乐等行业需求。
阿里巴巴(09988.HK)股价涨0.4%收205.4元。高盛发表报告表示，阿里巴巴去年度商品交易额达1.2万亿美元，内地及海外年度活跃消费者分别为8.91亿及2.4亿个。除了监管问题外，管理层致力於将其增加之利润投资到核心战略领域，例如用户获取/参与、商户支持、供应链能力及技术创新等方面。该行基於上述因素，将阿里2022年度非公认会计准则经营溢利预测下调636亿元人民币，至1,544亿元人民币，相信公司中国零售市场年度活跃消费者於本财年将达到10亿个的目标。高盛下调阿里巴巴目标价由340元降至321元，维持在「确信买入」名单。
【汽车股向上 长汽受追捧】
港股今日主板市宽变动不大，主板股票的升跌比率25比17(上日为25比16)，上升股份1,039只(升幅2.9%)，恒指成份股今日24只股份上升，下跌股份26只，升跌比率为比44比47(上日69比23)；大市今日录沽空213.77亿元，占可沽空股份成交1,238.99亿元的17.253%(上日18.391%)。
汽车股向上，比亚迪(01211.HK)及长城汽车(02333.HK)股价各反弹6.3%及7.4%，吉利(00175.HK)升3.8%。美银证券发表的研究报告指，4月份内地乘用车险登记量按年升18%至157万台，不过按月则跌6%，表现符市场预期。美银证券将今年内地电动车销量预测升20.4%至223万台，意味按年增长63%，估计乘用电动车到2021年将占整体乘用车的9.4%。
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