《即日市评》A股受捧港股向上 内险股跑出
港股今日跟随A股回升。美股道指昨晚跌0.5%及纳指下滑1.3%，据外电引述消息指，美国总统特朗普预计将短期内对TikTok的交易作出决定，为字节跳动计划在一年内将TikTo的全球业务安排在美上市，而美国投资者料将持有至少六成股权；执笔之时美汇指数跌至92.87、美股道指期货最新跌58点或2%、美股纳指期货最新升12点或0.1%。今早人币中间价续上调84点报6.7591兑一美元，录逾十六个月高。富时罗素纳A股今日收市後调整，上证综指升2.1%收3,338、深证成指走高1.8%，沪深两市成交额共8,357亿人民币。
金管局近日连番入市，恒指今早高开40点，早段曾倒跌45点，其後再转辗回升160点一度见24,501点，最终全日升114点或0.5%，报24,455点；国指升70点或0.7%，报9,803点；恒生科技指数升70点或1%，报7,371点。大市全日成交总额增至1,440.88亿元，沪、深港通南下交易全日录得净流入金额分别为11.15亿及20.35亿元人民币。汇控(00005.HK)股价升0.2%，中止连日跌势。
恒指本周累跌47点或0.2%、国指本周累升50点或0.5%、恒生科技指数本周累升193点或2.7%。市场关注中美关系发展，注视字节跳动会否出售TikTo在美国业务的进展等，而国务院总理李克强近日称7、8月份中国经济继续稳定恢复，料全年经济有望实现正增长。
【小米呈回升 腾讯股价软】
科技股走个别，小米(01810.HK)股价回升3.5%收22.05元，阿里巴巴(09988.HK)涨0.7%；腾讯(00700.HK)股价一度下滑3.1%，尾市跌幅收窄，全日跌0.3%收525.5元。据外电引述消息人士报道，美国政府已要求游戏公司提供涉及腾讯的数据安全协议资料。据悉，美国海外投资委员会(CFIUS)已经致函Epic Games及Riot Games 等游戏公司，要求提供处理美国用户个人资料的安全协议。腾讯是全球最大游戏公司，拥有总部位於美国洛杉矶的Riot Games，并持有Epic Games的40%股权。
此外，瑞信发表报告指，小米旗下家用电器及智能手机近期市场份额均有所提升，维持其「跑赢大市」评级。该行指，9月份数据显示市场对小米的家用电器产品需求提升，当中智能家电如电视和扫地机器人较受欢迎。
【升股一千只 内险股齐扬】
港股今日市宽改善，主板股票的升跌比率为26比17(上日为33比13)，上升股份1,003只(升幅2.9%)，恒指成份股今日23只股份上升，下跌股份25只，升跌比率为46比50(上日为88比8)；大市今日录沽空194.15亿元，占可沽空股份成1,185.96亿元的16.371%(上日为17.46%)。
A股走高，中资保险股跑出，中国平安(02318.HK)、国寿(02628.HK)及中国太保(02601.HK)股价各上扬2.4%、4.5%及4.3%，新华保险(01336.HK)及中国太平(00966.HK)股价各涨7%及6.5%。招商证券香港近日发表报告表示，随着中国国债收益率上升，料对内地保险行业影响正面。报告指国债收益率的回升不仅缓解投资者对於10年期国债收益率750天移动平均线下行的担忧，同时提升了寿险公司投资收益率假设的可信度。
根据招商证券香港研究，社融存量增速与递延的10年期国债收益率走势相若(约延後3-4个月，新冠病毒严重爆发时期除外)。基於社融存量增速在3至8月回升，中国10年期国债收益率在未来数个月有望继续保持上升的总体趋势，并带动寿险公司估值重估。(wl/a)
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