《即日市评》腾讯领港股续升 联通弹高半成
港股今日随亚太股市向上。美股上周五个别发展，大型科技股续受压，市场关注联储局本周议息，字节跳动拒向微软出售TikTok美国业务，市传正与甲骨文进入独家谈判。执笔之时美汇指数跌至93.12，道指期货最新升290点或1.1%，纳指期货最新升147点或1.3%。日经涨152点或0.7%录「三连升」，并创七个月高，上证综指涨0.6%收3,278，深证成指升0.6%，内地创业板指数升1.4%，沪深两市成交额共7,694亿人民币。
恒指今早高开65点，早段最多升247点一度高见24,750点，最终全日升136点或0.6%，报24,640点；国指升54点或0.6%，报9,806点；恒生科技指数升139点或1.9%，报7,317点。大市全日成交总额996.5亿元，沪、深港通南下交易全日录得净流入金额分别为35.06亿及23.17亿元人民币。
【科技股向上 腾讯领大市】
科技股有支持，阿里(09988.HK)及美团点评(03690.HK)股价各升0.8%及0.7%；腾讯(00700.HK)股价上扬2.6%收529.5元，单股为恒指贡献63点涨幅。瑞信表示，参加腾讯在9月9日至11日在网上举行2020年全球数字生态系统峰会，讨论的主题广泛，涵盖了包括产品更新以及有关产品前景，零售、金融、医疗、教育和运输等各个行业的数字化。总体而言，该行看到腾讯正按计划在微信生态系统中进一步丰富内容，增强了商家数字化，改善闭环体验，进一步发展盈利潜力。该行维持对腾讯「跑赢大市」投资评级及目标价641元。
舜宇光学(02382.HK)股价抢高4.6%收123.7元。摩根士丹利发表报告表示，对舜宇今年下半年业务更有信心，预期公司今年第四季模组订单较同业优胜，主要增长来自於小米及OPPO手机；由於华为之前的规模在供应链中具有强大的议价能力，因此相信该公司现有部分项目的利润不一定会比华为的项目低。该行又指，由於华为占舜宇手机镜头业务的比重不大，而三星一直保持良好的增长势头，舜宇手机镜头出货量相对稳定。因此该行维持舜宇「增持」评级，目标价为150元。
【沽空率上升 联通弹半成】
港股今日市宽变动不大，主板股票的升跌比率为25比16(上日为23比17)，上升股份967只(升幅2.8%)，恒指成份股今日27只股份上升，下跌股份19只，升跌比率为54比38(上日为52比38)；大市今日录沽空138.36亿元，占可沽空股份成739.85亿元的18.701%(上日为17.985%)。
中资电讯股造好，中移动(00941.HK)及中电信(00728.HK)股价分别升1.2%及2%，联通(00762.HK)股价抽高5.4%收5.69元。内媒报道，中电信与联通上周在京举行了5G网络共建共享一周年工作回顾总结暨全面深化共建共享合作推进会议。据介绍，通过共建共享，一年时间双方累计建设开通5G基站超30万站，5G网络覆盖扩大至全国所有地级及以上城市，节省建设投资超600亿元人民币。双方还将共同推动独立组网(SA)产业链成熟完善，力争9月30日前具备SA商用基础网络能力。
此外，内地传媒报道，中移动已发下通知，要求在大流量资费产品中停止「不限量」传播，并将各类线上线下广告、自有渠道、营销活动中含有「不限量」内容的宣传下架。报道指，已发布、含有「不限量」内容的宣传物料进行撤换，而所有档位套餐，均需在广告画面中标注「流量畅享，达量降速」提示。中移动表示将推出新的普通版畅享套餐，超出套餐部分的流量进行类似阶梯式的计价方式。所谓阶梯式计价方式实际上废除不限流量。
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