《即日市评》油价急升成半 港股失两万七 石化及航空股弱
中东地缘政治风险升温、油价飙升，恒指今日续跌及失守两万七关。虽然中美两国副部级代表将於周四(19日)在美国首都华盛顿会面，展开贸易谈判；但沙特阿拉伯重要石油设施遇袭，市场担心原油供应安全，纽约10月期油升昨晚急升8.05美元或14.7%，收每桶62.9美元。上证综指跌1.7%收2,978，失守三千关，沪深两市成交额共5,859亿人民币。
穆迪将香港「Aa2」评级展望降至「负面」，恒指低开181点失守两万七关，午後曾跌430点曾低见26,694点，最终全日跌334点或1.2%，报26,790点，连跌两日(累跌562点或2%)。国指跌125点或1.2%，收10,502点。大市全日成交总额降至680.78亿元，沪港通南下交易录得净流入金额5,200万元人民币，深港通南下交易录得净流出5,050万元人民币。
腾讯(00700.HK)股价跌0.9%，金融股走疲，建行(00939.HK)及友邦(01299.HK)股价均下滑1.6%。港铁(00066.HK)股价走低1.3%，今早东铁线红磡站有列车发生出轨事件
【油价弹成半 航空股受压】
国际油价抽升，航空股受压，国泰(00293.HK)及南航(01055.HK)股价各走低2.1%及3.4%，汽车股造淡，吉利(00175.HK)跌2.9%。中资石油股走个别，下游业务较多的中石化(00386.HK)股价下滑3.6%，上石化(00338.HK)跌4.4%，而中石油(00857.HK)跌0.2%，中海油(00883.HK)则涨0.6%。中金发表报告表示，当前沙特供应关停是预防性的主动关停，绝大部分供应或能在短期内尽快恢复，但即便供应尽快复产，料当前油价仍有将有6至8美元/桶上行风险。随着沙特原油设备遇袭，中东地区的地缘政治风险再度升温，伊朗、沙特的供应风险将长期存在。
大和报告则指，沙特阿拉伯石油生产设施在9月14日遭遇无人机及导弹袭击，预计将对全球石油供应造成重大影响，因有关受损设施导致每日石油生产减少约570万桶，占全球每日供应量的5%。该行相信，近期的不明朗性将支持油价表现，而油价上涨幅度及可持续性，取决於沙特阿拉伯能否在短期内恢复石油生产。在主要中资油气企业中，中石油及中海油为该行首选，其中中海油对油价有最大的杠杆作用。
【跌股千一只 富智康挫两成】
港股今日市宽续弱，主板股票的升跌比率为12比32(上日为14比28)，下跌股份1,169只；恒指成份股今日6只股份上升，下跌股份43只，升跌比率为12比86(上日为14比84)。大市今日录沽空113.64亿元，占可沽空股份成交金额535.85亿元的21.207%(上日19.288%)。
台湾鸿海集团创办人郭台铭透过声明宣布决定不参与2020年竞选台湾地区领导人。旗下在港上市鸿海系股份受压，富智康(02038.HK)股价急跌20%，鸿腾(06088.HK)亦跌3.6%。郭台铭在声明中表示，其再三思考之後，希望让社会在关注国家领导人的选择时，能够回归理性思考与政策层面的讨论，於是决定不参与2020台湾地区领导人选举。
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