《即日市评》港股「平安夜」半日市偏软 小米逆市跑出
港股今日「平安夜」只有半日市，大市窄幅造淡。美国总统特朗普称美中首阶段贸易协议将很快签署，加上波音在罢免行政总裁後对道指带来支持，美股道指昨升0.3%；外长王毅称，中方希望美方重建客观正确的对华认知，把中美关系扳回健康发展的轨道，实现不冲突不对抗、相互尊重、合作共赢，执笔之时美汇指数微升至97.6900。国务院总理李克强称研究采取降准和定向降准等措施，以缓解小微企融资难；人行今日将开展60亿人币央行票据互换(CBS)操作，内地A股早市偏好。
恒指今早微微低开4点後，最多跌113点曾低见27,792，其後跌幅收窄，最终全日跌42点或0.2%，收27,864点；国指跌16点或0.2%，报11,035点。大市成交额仅319.84亿元。腾讯(00700.HK)跌0.3%，而阿里巴巴(09988.HK)股价曾破顶见211元，全日升近1%。
内地明年起降859项商品关税，将供婴儿食用的零售包装配方奶粉，进口关税由15%调下降为5%，蒙牛(02319.HK)跌1.7%，澳优(01717.HK)走低0.8%，而雅士利(01230.HK)股价曾挫逾11%，最终股价无起跌。旺旺中国(00151.HK)下滑1.2%。
【半日市偏软 小米逆市扬】
小米集团(01810.HK)今日股价抢高3.1%收10.56元。据台媒报道，半导体公司联发科技(02454.TW)预测，今年第四季印度智能手机市场的品牌厂表现，其重要客户之一小米仍稳居第一，对於联发科技第四季营运是正面的讯息。联发科技分析，小米可在印度市场同时销售搭载联发科技和高通处理器手机後，小米於印度的智慧型手机市场持续提高市占率。
此外，据台湾《财讯》报道，中国手机业者与联发科技计划通过天玑1000以及未来的系列5G晶片拓展全球业务。天玑1000产品发表会联发科技的大客户基本均有出席，包含OPPO副总裁尹文广、vivo副总裁周围、小米Redmi产品线总经理卢伟冰。这代表未来这些手机厂商，有机会首先导入联发科技的高阶5G方案。而小米日前产品预告，12月初公布5G高阶手机K30 Pro，将采用天玑晶片。
【市宽呈持稳 中芯股价弹】
港股今日主板股票的升跌比率为19比19(上日为22比21)；恒指成份股今日15只股份上升，下跌股份28只，升跌比率为30比56(上日为50比48)；大市今日录沽空42.51亿元，占可沽空股份成交246.58亿元的17.242%(上日18.819%)。
半导体股有支持，中芯国际(00981.HK)弹高4.2%收11.42元。中芯公布，与独立第三方亦庄国投分别向合资北方集成电路注资9,900万人民币及5,000万人民币。完成後，双方分别持有合资66%及33.33%股权，持股51%附属中芯北方於合资持股则由100%降至0.67%。注资事项将有助合资与产业链企业从事相关业务，构建以北京为中心的集成电路产业生态圈，提升集团生产线效率，降低生产线的建造与运营成本。
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