《即日市评》人民币走强 恒指上两万九 赌股受捧
人民币兑美元汇价走强，恒指续升及重上两万九关。美国联储局副主席克拉里达称在未来数次议息会议上讨论缩减买债规模可能是适当的时机，但强调一切要视乎经济数据表现；美股昨晚道指及纳指各跌0.2%及0.03%，执笔之时美国十年期国债孳息率跌至1.567厘，美汇指数回升至89.72，美股道指期货最新升82点或0.24%，纳指期货最新升0.22%。今早人民币中间价上调184点报6.4099兑一美元创近三年高，上证综指3,600点得而复失，全日升12点或0.34%收3,593、深证成指跌0.36%，内地创业板指数跌近1%，沪深两市成交额交共9,667亿人民币。
恒指高开145点後升幅扩大，最多升351点一度高见29,261点，全日升255点或0.9%，收29,166点；国指升62点或0.6%，收10,855点；恒生科技指数升68点或0.9%，收8,072点。大市全日成交总额1,642.96亿元，沪、深港通南下交易录得净流入金额分别为8.18亿及17.5亿元人民币。海底捞(06862.HK)全日股价上扬4.8%，获摩根士丹利升评级至「增持」，为升幅最大蓝筹股。
【濠赌股全线舞高 海底捞获大摩唱好】
濠赌股受捧，银娱(00027.HK)全日走高4.3%收66.3元，金沙中国(01928.HK)上扬3.8%，澳博(00880.HK)抢升4.4%。花旗发表报告，近日与数家澳门博彩营运商进行投资者会议，相关营运商普遍指行业EBITDA复苏的基本面巩固，该行认为近期濠赌股调整正提供买入机会，行业首选金沙中国、澳博控股及银河娱乐。
阿里健康(00241.HK)全日股价下挫5.7%收20.6元。瑞银发表报告表示，阿里健康2021财年收入增长低於预期；阿里健康直销、平台、医疗保健服务及数字基础设施业务按年增长62%、68%、12%、34%。全年度毛利率23.3%(低於该行原预期23.9%)，经调整後利润净额6.31亿人币，低於该原预期8.2亿人民币，主要是销售及市场推广支出较高，料市场对业绩反应负面。
【思摩尔股价下挫 比亚迪电子弹高】
港股今日主板市宽向好，主板股票的升跌比率25比17(上日为25比18)，上升股份1,023只(升幅2.8%)，恒指成份股今日41只股份上升，下跌股份13只，升跌比率为74比24(上日87比7)；大市今日录沽空257.05亿元，占可沽空股份成交1,415.99亿元的18.154%(上日18.729%)。
从事电子烟生产的思摩尔国际(06969.HK)全日股价下挫17.1%收51.15元，成交额逾37亿元，踞港股全日最高成交金额榜第五位；比亚迪电子(00285.HK)午後抽上，全日股弹高11.7%收50元，比亚迪(01211.HK)股价升2.4%。有内媒引述消息指比亚迪电子旗下电子烟业务进展顺利，接近量产。据花旗本月初发表报告，当时与比亚迪电子管理层会面後，引述管理层料公司旗下电子烟业务方面，估计今年第二季「陶瓷制线圈」将可大规模量产，指新产品正在测试阶段，相关产品净利润率可与同业水平相当(约逾20%)。
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