《即日市評》恆指回升 成交回落 金融及油股揚
恆指連跌三日(累跌780點或2.8%)後，今日受金融及科網股帶動回升。美國企業業績理想，美股道指及納指昨各升0.8%及0.9%，紐約期油昨晚升4.6%重上每桶70美元；執筆之時美國十年期國債孳息率升至1.295釐，美匯指數跌至92.8；美股道指期貨最新升64點或0.2%，納指期貨最新升0.17%。國務院總理李克強指，要深化金融改革開放，保持人幣匯率基本穩定。上證綜指全日升12點或0.3%收3,574點、深證成指升0.3%、內地創業板指數吐0.4%，滬深兩市成交額共1.3萬億人民幣。
恆指高開239點，其後升幅擴大至535點一度高見27,759點，全日升499點或1.8%，收27,723點；國指升175點或1.8%，收10,006點；恆生科技指數升162點或2.2%，收7,490點。大市全日成交總額降至1,371.53億元，錄自6月28日(成交額近1,016億元)以來最低水平，滬港通南下交易淨流出4.97億元人民幣。深港通南下交易淨流入1.95億元人民幣。科網股有支持，美團(03690.HK)全日股價上揚3.6%，快手(01024.HK)股價走高6.9%，而微盟(02013.HK)彈高17.5%。賭股揚，金沙中國(01928.HK)股價漲3.1%，銀娛(00027.HK)更升近半成。
【匯控友邦漲 恆大系回升】
金融股有支持，匯控(00005.HK)股價全日走高2.2%收43.3元，友邦(01299.HK)股價漲2.5%。瑞信發表報告指，友邦將於8月17日公佈上半年業績，預期新業務價值將達到17.19億美元，按實際匯率計按年升22%，按固定匯率計算升16%，其中次季將錄6.67億美元，並估計內涵價值將較去年下半年升4%至678億美元，稅後經營溢利料達到30億美元。該行表示，友邦內地業務上半年新業務價值將錄得雙位數增幅，次季增長有所放緩，但增長步伐仍較同業快。
恆大系回升，中國恆大(03333.HK)股價彈7.9%收7.81元、恆大物業(06666.HK)股價升3.7%，而恆大汽車(00708.HK)股價飆高20.3%。恆大發聲明指，長期以來與廣發銀行一直保持良好業務合作關係，針對近期訴前財產保全民事裁定事宜，雙方經過充分溝通已經妥善解決。恆大又指，雙方今後將不斷鞏固和深化業務合作關係，繼續加強合作，實現互利共贏、共同發展。
【升股千二隻 石油股向上】
港股今日主板市寬向好，主板股票的升跌比率爲29比13(上日爲22比19)，上升股份1,210只(升幅3%)；恆指成份股今日50只股份上升，下跌股份8只，升跌比率爲86比14(上日爲41比50)；大市今日錄沽空155.01億元，佔可沽空股份成交1,144.21億元的13.548%(上日15.124%)。
中資石油股向上，中石油(00857.HK)及中石化(00386.HK)股價均走高3.7%，中海油(00883.HK)上揚3.4%。中金近日發表報告表示，中海油集團公佈今年第二季創下歷史較高的生產經營效益，其中該行預計絕大部份貢獻來自上市公司中海油，該行料公司彙報今年上半年純利340億人民幣，較去年同期103.8億人民幣大幅增長，主要得益於更高原油價格，指中期業績有望成正面催化。
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