《即日市评》恒生科技指数逆市涨3% 阿里京东齐闯高
港股今日发展不一，科技股逆市上扬。美联储理事布雷纳德称央行应为美国经济增长提供更多支撑，美股道指昨晚升0.8%，标普500指数及纳指破顶各升0.8%及1.4%，美汇指数昨晚盘中曾失守92，见2018年4月以来低位，执笔之时美汇指数回升至92.64，美股道指期货最新升168点或0.6%，美股纳指期货最新升128点或1%。人币即期收跌22点报6.8261兑一美元，A股走个别，上证综指跌0.2%收3,404，深证成指升0.3%，沪深两市成交额共9,690亿人民币。
恒指高开55点见25,239点，但已为全日高位，其後指数掉头向下，曾倒跌253点一度低见24,931点，最终全日跌64点或0.3%，收25,120点；国指跌12点或0.1%，收10,000点；恒生科技指数逆市升234点或3.1%，收7,909点。大市全日成交总额1,595.81亿元，沪、深港通南下交易录得净流入金额分别为17.58亿及34.86亿元人民币。
圆通速递国际(06123.HK)全日股价飙升近2.6倍收7.15元，圆通速递控股股东及实际控制人向阿里巴巴(09988.HK)转让12%股权。
【恒指反覆下跌阿里京东破顶】
科技股续有支持，腾讯(00700.HK)升1.1%收545元，阿里巴巴股价上扬近3%收291.2元。报道指蚂蚁集团上交所科创板上市筹集资金超过香港，总筹资规模高达300亿美元，最早将於10月上市。美团点评(03690.HK)股价升3%收272.8元。
京东(09618.HK)股价破顶升7.4%收332元。京东日前举行「京」动全球计划记者会，为中国品牌出海提供一站式服务，面向全球消费者输出商品。京东全球售海外华人业务负责人刘宾表示，今年的重点市场针对香港、台湾、美国、澳洲、日本、新加坡等，海外用户敢於购买高单价商品，例如：3C、家电、食品、图书等项目。
海通国际近日发表报告表示，首予京东「跑赢大市」评级，H股目标价455元该行指，指京东注重持续有质量增长，以技术创新、规模经济和更好的产能利用率实现降本增效，提升用户体验；第二是现金流保障高效扩张、第三是高壁垒，公司重资产投入构筑了几乎不可复制的强势竞争壁垒，且强化用户粘性。
【跌股逾九百只 领展逆市上扬】
港股今日市宽转弱，主板股票的升跌比率为19比25(上日为22比22)，下跌股份985只(跌幅2.6%)，恒指成份股今日16只股份上升，下跌股份33只，升跌比率为32比66(上日为34比60)；大市今日录沽空207.85亿元，占可沽空股份成交1,308.23亿元的15.888%(上日为17.523%)。
领展(00823.HK)每基金单位抽高4.8%收64.05元。摩根士丹利发表的研究报告指，相信领展股价30日内将跑赢同业，发生的可能性有80%以上。该行指出公司於9月1日回购50万股，占成交规模约11%，估计公司短期将继续回购。过往公司在市帐率到0.9倍时曾回购，现时股价相当於市帐率的0.78倍。，予目标价70元，评级「与大市同步」。(wl/a)
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