港股收評：恆指收跌1.56%，科技股全線下挫，石油、汽車逆勢走強
今日港股市場走弱，午後延續低迷，呈低位震盪走勢。截至收市，主要股指均跌逾1%。恆指跌1.56%報24340點，國指跌1.15%報9732點，恆生科技指數跌1.73%報7301點。大市成交額為1177億港元。
數據來源：Wind
盤面上，大型科技股全線下挫，物管股跌幅靠前，阿里概念股、生物科技、手遊股、濠賭股等大多板塊均下跌，紙業、石油、汽車股午後延續強勢，環保股午後拉昇，生物醫藥股午後持續走低，安防板塊領跌。
具體來看：
今日大型科技股全線下挫，小米大跌6.37%，京東跌3.8%，美團跌3%，阿里、騰訊均下跌。
阿里概念股走弱，易居企業控股跌5.5%，阿里健康跌3.97%。消息面上，日前阿里巴巴和易居共同宣佈戰略合作，成立“天貓好房”平台，其中阿里股權比例為85%，易居為15%。
數據來源：富途
物管股跌幅居前，時時服務跌超8%，時代環球集團、綠城服務、永升生活服務跌超5%，中海物業、碧桂園服務、寶龍商業等跟跌。
數據來源：富途
生物科技板塊集體下跌，蓮和醫療跌逾10%，君實生物、昊海生物科技、基石藥業等跟跌，康希諾生物跌近4%。
數據來源：富途
濠賭股全線下跌，金沙中國大跌3.06%，澳博控股、銀河娛樂跌超2%。消息面上，澳門9月博彩收入較預期有所放緩，花旗下調對澳門9月賭收預測，由原來70億澳門元降至35億澳門元(按年跌84%)。
數據來源：富途
汽車股漲幅居前，廣汽集團大漲6.2%，比亞迪漲5.89%再創歷史新高，5日累計升幅達35%，總市值近3000億港元。消息面上，比亞迪宋PLUS正式開賣，中信證券分別上調比亞迪AH股目標價至139元/159港元（原目標價為94.9元/103.5港元），繼續重點推薦，維持“買入”評級。
數據來源：富途
石油股普漲，崑崙能源漲超4%領漲，中海油服、中油氣漲超3%。因颶風導致美國產量下降，以及美國上週原油庫存意外大幅下降，原油價格上漲。WTI原油期貨主力合約結算價上漲1.88美元，漲幅4.89%，報40.16美元/桶。此外，EIA近日上調2020年國際油價預測稱，預計2020年WTI原油價格為38.99美元/桶，此前預計為38.50美元/桶。
數據來源：富途
港股通個股方面，理文造紙漲超9%，鄭煤機、廣汽集團、比亞迪漲幅居前；盛業資本跌近9%，新高教集團、首控集團、小米集團跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入16.55億港元，滬港通淨流入8.62億港元，深港通淨流入7.93億港元。
數據來源：Wind
中國銀河認為：短期內，香港的新冠病毒全民檢測快完成，有較大概率放鬆防控措施，也有可能逐步恢復與大灣區的人員往來，可以關注估值水平在低位的銀行、航空、香港本地消費股等的底部修復的補漲行情。中長期內，低利率環境還是利好龍頭維持高溢價，科技、消費等高景氣板塊短期或因風險偏好承壓難連續有突破，但中長期的景氣趨勢確立，中長線資金仍可關注。
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