恒指升幅随A股曾扩至近350点 友邦/腾讯/手机/内房/濠赌股主导大市
财新中国制造业PMI终止连升五个月，由11月所创近三年高位51.8，回落至51.5，略逊於市场预期51.6。不过，美国总统特朗普於「推特」透露，中美将於1月15日在白宫签署首阶段贸易协议。此外，人行宣布下周一(6日)起降低存款准备金率0.5个百分点，直接支持实体经济，料可释放长期资金逾8,000亿元人民币。上证及深成继2019年分别累弹逾22%及44%分别为五年来及近十年最好後，今天於2020年首个交易日复市延续假前创逾八个月高升势，高开0.5%及0.8%，在银行、非银金融、国产软件、计算机、电子、云计算、国产芯片、苹果概念、传媒及游戏及板块依次升1.8%-6.4%推动，升幅扩至逾1.5%及2%，高见3,098及10,663，半日收3,087及10,630，续升1.2%及1.9%。
港股继2019年累弹近9.1%後，恒指今早复市扭转除夕日吐逾百点势，高开59点或0.2%，升幅曾扩至348点高见28,538，回补去年7月26日下跌裂口顶，现造28,461，回升271或近1%，成交额451亿元。
蓝筹股普遍造好，重磅股腾讯(00700.HK)高见384.8元，暂受制上周五盘中所创逾七个月高位385.4元，现造382.6元，回升1.9%；手机股舜宇(02382.HK)曾重越10天线(139.4元)，最高见139.7元，现造138.9元，弹2.9%；瑞声(02018.HK)突破上月所创52周高位69元，最高见69.4元，创14个月高，现造69元，续升1.5%。
受惠内地降准的润地(01109.HK)及碧桂园(02007.HK)高见40.15元及13.04元，分别创逾八个月高及屡创上市新高，现造39.85元及12.9元，续升2.7%及回升3.4%；中海外(00688.HK)升1.5%报30.8元。
金融股以友邦(01299.HK)最强高见84.1元，创逾五个月高，现造83.75元，升2.4%；两大蓝筹中资保险股升逾1%。中美贸易关系缓和，创科(00669.HK)、万洲(00288.HK)及恒安(01044.HK)升近2%左右，前者曾见65.25元纪录高。
澳门2019年全年博彩收入按年跌3.4%至约2,925亿澳门元，为2015年以来首录年度下跌。不过，12月赌收按年跌13.7%符预期。金沙(01928.HK)高见43.45元，创近8个月高，现造42.65元，续升2.4%；银娱(00027.HK)高见60.45元，现造60元，急弹4.5%。
非蓝筹永利(01128.HK)也弹4.7%高见20.4元创近8个月高；新濠(00200.HK)续升1.1%高见22.3元创近年半高。美高梅(02282.HK)升5%报13.36元、澳博(00880.HK)回升4.2%高见9.28元，创逾五个月高。
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