《即日市评》恒指「换马」成交逾二千亿 新贵阿里药明跌 小米倒升
港股今日受外围拖累向下。市场忧虑美经济复苏步伐减慢，美股道指昨晚跌2.8%，纳指挫5%，其後市传白宫与与美国众议院议长佩洛西初步同意避免联邦政府10月停摆，执笔之时美汇指数跌至92.72，道指期货最新升152点或0.5%，纳指期货最新跌21点或0.2%。上证综指跌0.9%收3,355，深证成指跌0.8%，沪深两市成交额共8,387亿人民币。
恒指低开338点後，跌幅曾扩大至518点低见24,488点，午後跌幅一度收窄至193点见24,813点，全日跌312点或1.3%，收24,695点；国指跌56点或0.6%，收9,883点；恒生科技指数跌118点或1.5%，收7,588点。恒指收市後「换马」，大市全日成交总额按日升45%至2,131.57亿元。沪、深港通南下交易全日录得净流入金额分别为27.77亿及34.34亿元人民币。
恒指本周累跌726点或2.9%、国指本周累跌298点或2.9%、恒生科技指数本周则累升8点，投资者关注中美关系趋紧张。外电引述消息称，特朗普政府正在讨论针对中国社交媒体软件WeChat及TikTok的禁令范围及生效日，并计划在本月稍後时间作出决定。
【恒指季检「执位」 小米呈倒升】
恒指季检结果收市後生效，获纳入的阿里巴巴(09988.HK)今日股价跌3.6%报274元，成交额214.9亿元；药明生物(02269.HK)跌2.2%报188.2元，成交额37.6亿元；小米(01810.HK)今早股价一度挫7.9%，最终全日股价倒升2.5%报24.5元，成交额182.17亿元。被剔出的神华(01088.HK)升1.4%报13.36元，旺旺(00151.HK) 升2.6%报5.56元。信置(00083.HK)跌0.9%。
被纳入国指的美团(03690.HK)股价跌0.3%报261.8元，成交额115亿元，被剔出国指的中信证券(06030.HK)、国药(01099.HK) 及比亚迪(01211.HK) 各跌0.6%、1.3%及3.6%。
【跌股录千二只 比亚迪电子扬】
港股今日市宽转弱，主板股票的升跌比率为13比32(上日为20比24)，下跌股份1,231只(跌幅2.3%)，恒指成份股今日12只股份上升，下跌股份37只，升跌比率为24比74(上日为40比56)；大市今日录沽空254.4亿元，占可沽空股份成交1,824.4亿元的13.945%。
比亚迪电子(00285.HK)今日股价逆市上扬6%收41.35元，而比亚迪(01211.HK)股价走低3.6%。中金近日发表报告表示，重申对比亚迪电子「跑赢行业」评级，上调对其目标价95%至43港元此，相当预测明年市盈率20倍，主要考虑上半年口罩业务收入贡献大於预期，以及医疗设备业务未来潜在的盈利能力。中金指，比亚迪电子在分析师业绩会上公布重磅的消息是将进军医疗设备行业，计划生产电子香烟、牙科和骨科设备等。该行认为未来几十年，这些产品在中国有很大的市场潜力。。(wl/u)
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