《即日市评》港股长假前向上 阿里及润地受追捧
受部份科技股升势带动，港股今日回升。市场观望美国总统大选首场电视辩论，争取连任的总统特朗普与民主党总统候选人拜登在会上针锋相对，根据《CNN》民意调查显示，六成评论员认为拜登表现较好，金融人士普遍认为若拜登上场将不利股市表现，执笔之时美汇指数升至93.97，美股道指期货最新跌242点或0.9%、美股纳指期货最新跌113点或1%。9月中国官方制造业PMI录51.5(高於市场预期51.3)、9月中国官方非制造业PMI为55.9(胜市场预期54.7)，上证综指跌0.2%收3,218，深证成指微升0.05%，沪深两市成交额共5,400亿人民币。
恒指今早高开273点後发力，一度升505点曾高见23,780点。其後走势回顺。恒指午後一度低见23,368，最终全日升183点或0.8%，报23,459；国指全日升115点或1.3%，报9,397。恒生科技指数升110点或1.6%，报7,087，大市成交额982.99亿元。
由於国庆及中秋节翌日假期休市，港股本周仅得三个交易日。恒指本周累升223点或1%、国指本周累升94点或1%、及恒生科技指数本周累升169点或2.5%；恒指9月全月累跌1,718点或6.8%、国指9月累跌594点或6%。市场关注中美关系发展及美国对TikTok交易处理进展等。而恒指於今年第三季累跌968点或4%，恒指在今年首三季则累挫4,730点或16.8%)。
【阿里领大市 小米亦造好】
阿里巴巴(09988.HK)指阿里云有望2021财年扭亏为盈，股价全日升3.8%报275.6元。美团(03690.HK)及小米(01810.HK)分别升3%及2%。招商证券国际发表报告，阿里巴巴投资者日的第二天，公司主要就其它几项发展中的业务做了详细阐述，作为新零售的开拓者，盒马鲜生(贩卖生鲜食品子公司)持续进化并拓展出各种新的商业模式以满足不同消费者的需求，指公司旗下盒马鲜生、菜鸟网络和阿里云将在各自领域保持其领头羊的地位。该行指，维持对阿里买入评级，目标价在审视(前次目标价279港元)。该行认为盒马鲜生、菜鸟网络、和阿里云将在未来的几年中逐渐为阿里带来可观的贡献。
此外，中信证券发表报告指，继续看好小米的「手机+AIoT」战略和经营落地，虽然今年公司业绩受疫情影响，但相信2021年之後的收入、盈利成长空间已打开，且有较强的成长确定性。而今年以来公司股价升幅近87%，近期则跟随港股及美股科技股回调，减持亦导致市场信心阶段性受压，但认为股价回调带来配置机会，相信公司在明年有望成为全球前三甚至前二的智能手机制造商，而5G换机及智能手机竞争格局转变亦是主要的驱动力，维持「买入」评级，目标价升至27元。
【沽空率稍跌 内房股回升】
港股今日市宽改善，主板股票的升跌比率为25比16(上日20为20)；恒指成份股今日37只股份上升，下跌股份10只，升跌比率为74比20(上日为26比74)；大市今日录沽空147.83亿元，占可沽空股份成交774.21亿元的19.095%(上日为20.195%)。
内房股有好表现，中国恒大(03333.HK)指恒大地产战略投资者不要求回购，并继续持有恒大地产权益，全日股价急升19.4%，润地(01109.HK)及中海外(00688.HK)分别扬5.9%及1.4%。美银证券发表报告指，假如内地监管机构推「三条红线」收紧内房融资，料小型内房的增长速度或会受限，该行估计实际推出的措施对小型发展商或会较宽松。
美银证券指出，内房行业估值现时低於历史平均，估计随着发展商融资收紧，较倾向选择资产负债表较强以及具经营技巧的房企，认为他们较能达至高於平均的盈利增长，首选世茂房地产(00813.HK)、华润置地、旭辉(00884.HK)及中国海外(00688.HK)。
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