《即日市评》科技股成升市火车头 汇控逆市创新低
恒指昨跌102点或0.4%後，今日反覆回升。投资者憧憬美国新一轮刺激经济方案，美股道指昨晚升0.4%，纳指抽高1.7%，美国总统特朗普透露预计在年底时将可以推出疫苗。，美元兑欧元跌至近两年低位，执笔之时美汇指数处93.9020，美股道指期货最新微升3点或0.01%。评级机构惠誉确认中国评级为「A+」，将中国今年经济增长预测上调至2.7%，上证综指升0.7%收3,227，内地创业板指数升1.3%，沪深两市成交额共8,980亿人民币。
恒指今早高开339点报24,942点，已为全日高位，其後指数反覆回落，升幅一度收窄至不足40点，最终全日升169点或0.7%，收24,772点；国指升76点或0.8%，收10,151点；恒生科技指数升237点或3.5%，收7,012点。大市全日成交总额1,124.16亿元，沪、深港通南下交易录得净流入金额分别为26.23亿及21.05亿元人民币。
港交所(00388.HK)股价上扬2.7%收363.2元；金矿股回吐，山东黄金(01787.HK)股价跌6.8%，内需股有支持，蒙牛(02319.HK)走高5.6%。但汇控(00005.HK)下滑1.6%收34.8元，盘中曾低见34.1元创逾11年低，连跌五个交易日(累挫7.2%)。
【科技股回勇 腾讯领大市】
科技股回升，阿里巴巴(09988.HK)及美团点评(03690.HK)股价各升2.3%及3.2%，中芯国际(00981.HK)弹高5.8%；腾讯(00700.HK)股价上扬4.5%收543.5元，单股为恒指贡献131点升幅，腾讯对搜狗发出初步非约束性收购要约，以每股美国预托证券(ADR)9美元现金收购剩余股份。交易一旦完成，搜狗将成为腾讯间接全资子公司，并从纽约证券交易所退市。
野村发表报告指腾讯收购搜狗一事，交易有助腾讯加强其搜索业务的占有率，目前微信已成为中国智能手机用户获取资讯的主要渠道，有数以千万计的第三方内容供应商开设公众号，相信未来用户对具高质素的搜索服务需求会增加。而过去数年，搜狗亦致力与微信合作，故相信有关交易可以是双赢的状况。该行表示，交易对腾讯的财务影响有限，假设将搜狗今年全年的业绩合并了报表，相信有助提升今明两年收入分别2%及1%，而非通用标准会计准备计的纯利，提升0.1%及0.5%。
【市宽见改善 东风弹一成】
港股今日市宽改善，主板股票的升跌比率为27比16(上日为17比27)，上升股份1,041只(升幅2.9%)，恒指成份股今日29只股份上升，下跌股份20只，升跌比率为58比40(上日为38比58)；大市日录沽空153.42亿元，占可沽空股份成876.67亿元的17.5%(上日为16.136%)。
东风集团(00489.HK)全日股价抽上13.5%收5.8元，盘中曾高见6.48元。大和发表报告指，东风宣布A股上市计划，拟在深圳证券交易所创业板首次公开发行不超过9.57亿股A股，并包含15%超额配售权，集资所得用於技术研发和营运资金需求，预期消息可成为H股的催化剂。
该行表示，在激烈的市场竞争中，技术研发必不可少，是次上市获得更多资金，对东风提升品牌竞争力有帮助，考虑到其他两地上市的制造商股价表现，认同在A股市场上市，较在香港配售更好，A股上市可能导致每股盈利摊薄10%至11%，可获得溢价，成为H股股价的催化剂，重申「跑赢大市」评级，目标价5.9元。
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