《即日市评》恒指回勇 美团破顶升 阿里偏淡
恒指连跌两日(累跌575点或2.3%)後，今日随外围股市回升。美上周新申领失业救济人数重上100万以上水平，投资者追入大型科技股及电商股，道指昨晚升0.2%及纳指涨1.1%；美国总统特朗普称，若成功连任，将向拒绝把职位迁回美国的美国企业开徵进口货品关税。执笔之时美汇指数跌至92.9010，美股道指期货最新跌6点或0.03%，美股纳指期货最新升3点或0.03%。今早人民币中间价上调167点报6.9107兑一美元，录近七个月高，上证综指涨0.5%收3,380，深证成指升至近1.2%，沪深两市成交额共8,443亿人民币。
恒指高开215点．，早段升幅曾收窄至94点，中午前升幅一度扩大至387点，最终全日升322点或1.3%，收25,113点；国指升56点或0.6%，收10,212点；恒生科技指数升1点或0.02%，收7,168点。大市全日成交总额1,181.27亿元。沪、深港通南下交易录得净流入金额分别为7.9亿及19.81亿元人民币。友邦(01299.HK)有买盘支持，全日上扬4%。
恒指本周累跌69点或0.3%，国指本周累跌54点或0.5%。市场观望中美关系发展，中美原订於上周六(15日)举行的视像会议将延迟，该会原订讨论中美首阶段贸易协议之进度，会议延迟主要由於行程问题，目前暂未订下会面日期；此外，美国亦宣布加强限制华为获取美国技术，增列38间联属公司到实体清单。
【友邦有支持 美团破顶升】
科技股个别发展，腾讯(00700.HK)股价上扬近2%收518元，美团点评(03690.HK)将公布中期业绩，全日股价升4.5%报245.2元，盘中见247.4元新高；阿里巴巴(09988.HK)公布季绩後股价微跌0.9%收252.8元。高盛发表报告，重申对阿里巴巴「买入」投资评级(「确信买入)名单」，上调对其港股目标价14%至306元，反映对其内地零售市场及云业务估值提升，及提升蚂蚁科技估值水平
高盛发表报告指，日前与腾讯首席战略官James Mitchell沟通次季业绩後，重申对腾讯正面看法，维持「买入」评级，予目标价601元。该行估计，腾讯不断积极投资技术研发，其多元化收入来源可有助实现强劲增长，过去几年腾讯的金融科技收入和盈利能力主要由支付业务驱动，但至今年有很大程度上将受到贷款和理财产品的推动，展望未来预计收入及盈利能力将持续增长；微信料将推出更多功能，特别是针对朋友圈，以提高其变现水平。
【沽空率下降 濠赌股跑出】
港股今日主板市宽改善，主板股票的升跌比率为26比18(上日为14比30)，恒指成份股今日41只股份上升，下跌股份7只，升跌比率为82比14(上日为12比88)；大市日录沽空166.54亿元，占可沽空股份成939.6亿元的17.724%(上日为18.977%)。
濠赌股跑出，银娱(00027.HK)股价弹高6.2%收62.3元，金沙中国(01928.HK)股价上扬6.5%收34.2元，而新濠国际(00200.HK)升3.3%。澳门统计局公布7月入境旅客7.4万人次按月升2.3倍(按年仍跌逾九成)，麦格理发表报告表示，早前内地公布於9月23日起恢复办理居民赴澳门旅游签注，消息带动濠赌股反弹，但有不少投资者对澳门赌业复苏步伐感到审慎，亦担心若澳门再爆疫情，赌股会急跌。
麦格理称，於澳门旅游签注开放後约一周便是「十一」黄金周，将会是澳门赌业复苏的指标，市场预计届时每日赌收仅4至5亿澳门元，相对於去年同期为11.6亿元，整体料第四季赌收将显得低於去年同期。该行认为，市场以观望为主，更指上述预期过於审慎，并无反映营运商对中高端消费的信心；重申看好澳门赌业前景，行业首选金沙中国(01928.HK)，目标价为42元。
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