《即日市评》国指创近半年低 忧收紧房贷 内银内房股弱
港股今日受金融股拖累向下。美股昨晚造好，道指及纳指各涨1.5%及1.9%，当中旧经济股显着反弹。执笔之时美汇指数跌至94.19，美股道指期货最新跌487点或0.2%、美股纳指期货最新跌36点或0.3%．。据外电引述政策消息透露，内地政府准备批准在国民经济和社会发展「十四五规划」中，设定一个较十三五时期更低的经济增长目标。上证综指升0.2%收3,224、深证成指涨1.1%，沪深两市成交额5,449亿人民币。
今日为期指结算日，北水今起暂停(至下周五(10月9日)才恢复)。恒指今早高开108点後，曾升125点一度高见23,601点後倒跌，午後腾讯(00700.HK)见沽压、内银股跌幅扩大拖累，恒指一度低见23,256点。恒指全日跌200点或0.9%收23,275点；国指跌101点或1%，报9,281点，录自今年4月2日以来近半年低位；恒生科技指数转跌1点或0.02%，报6,977点。大市成交额降至858.82亿元。
昨股价大幅回升逾9%的汇控(00005.HK)全日股价反覆回软2.6%收30元。恒生(00011.HK)亦跌3.2%。而中国平安(02318.HK)跌0.8%。
【内银内房软 传收紧房贷】
报道称内地监管机构严控涉房类贷款规模增长，个人房贷额度亦收紧，内银、内房股受压。工行(01398.HK)及建行(00939.HK)分别跌1.5%及1.2%，交行(03328.HK)及招行(03968.HK)股价分别跌4.2%及6%。中国恒大(03333.HK)股价微吐0.7。中海外(00688.HK)、华润置地(01109.HK)、碧桂园(02007.HK)、融创中国(01918.HK)及万科(02202.HK)跌0.8%-2.5%。
麦格理发表报告表示，内地明确「三条红线」收紧房地产企业融资，据《观点地产网》报道，政策要求相关12间内房发展商於2023年6月底前完成债务下降目标；而长春及唐山均收紧房贷。该行指，近期有关恒大重组的报道，引发市场关注房企高杠杆的风险，但该行相信拥有良好资产负债表和财务纪律的高素质房企可继续发展其业务且增加市场份额。虽然如此，预计任何主要开发商的违约都会对贷款市场产生不利影响。该行首选世茂(00813.HK)、龙湖(00960.HK)及金茂(00817.HK)，均予「跑赢大市」评级，目标价分别为42.16元、49.05元及7.2元。
【沽空率攀升 中通弹一成】
港股今日市宽略转弱，主板股票的升跌比率为20比20(上日25为16)；恒指成份股今日13只股份上升，下跌股份37只，升跌比率为26比74(上日为52比44)；大市今日录沽空129.13亿元，占可沽空股份成交639.4亿元的20.195%(上日为17.71%)。
此外，内地领先快递公司中通快递-SW(02057.HK)首日挂牌，股价高开12%报244元，最高见245.2元遇压，曾回顺至236.4元，全日收238元，较上市价218元，高20元或9.2%，成交425万股，涉资10.1亿元。不计手续费，每手50股账面赚1,000元。(wl/a)
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