《半日总结》恒指升342点 汇控及地产股扬 晶片手机股弱
美国总统特朗普感染新冠後康复进展良好，市场续憧憬美国新一轮刺激经济措施，港股在国庆及中秋长假後复市，表现向好。恒指高开580点见24,039点，为半日高位，其後升幅曾收窄至215点见23,674点，半日升342点或1.5%，报23,801点；国指升66点或0.7%，报9,463点；恒生科技指数跌6点或0.1%，报7,080点。大市半日成交总额544.95亿元，沪、深港通续因内地股市假期暂停。
本地金融股上扬，汇控(00005.HK)升5%报31.3元，渣打(02888.HK)升4.6%报36.1元，东亚(00023.HK)及大新银行(02356.HK)各升3.5%及1.9%；友邦(01299.HK)升4.5%报79.3元，获高盛上调目标价。
港交所(00388.HK)升0.7%报364.4元。多只本港地产股造好，信置(00083.HK)及恒隆地产(00101.HK)各升4.4%及4.2%，九仓置业(01997.HK)及希慎(00014.HK)各升3.2%，太古地产(01972.HK)升2.5%。
主要科技股靠稳，腾讯(00700.HK)升2.7%报525.5元，阿里巴巴(09988.HK)升1.9%报280.9元，小米(01810.HK)升1%报20.65元，美团点评(03690.HK)升1.2%报244.8元，京东(09618.HK)及网易(09999.HK)各升1.4%及0.9%。其他科网及软件股个别发展，恒腾(00136.HK)跌6.9%，新东方在线(01797.HK)及金山软件(03888.HK)各跌2.7%，阿里健康(00241.HK)及同程艺龙(00780.HK)各升1.7%及2.4%，美图(01357.HK)、金蝶(00268.HK)及IGG(00799.HK)各升4.2%、5%及6.9%。
晶片股中芯(00981.HK)确认受美国「封杀」，早市股价跌5.2%，华虹半导体(01347.HK)跌4.4%。手机相关股普遍受压，比亚迪电子(00285.HK)跌3.9%，信利(00732.HK)、丘钛(01478.HK)、瑞声(02018.HK)及舜宇(02382.HK)各跌1.8%至2.9%，富智康(02038.HK)逆升4.5%。电讯设备股中兴(00763.HK)及个人电脑生产商联想集团(00992.HK)各跌3.1%及4.1%。
内需股方面，维他奶(00345.HK)、维达(03331.HK)及百胜中国(09987.HK)各升2%至3%，中国飞鹤(06186.HK)升3.9%，蒙牛(02319.HK)则跌1.8%。体育用品股上扬，特步(01368.HK)、滔搏(06110.HK)、安踏(02020.HK)及李宁(02331.HK)各升3.1%至4%，新能源股现炒作，龙源(00916.HK)及大唐新能源(01798.HK)各涨7%及7.5%，信义光能(00968.HK)及金风科技(02208.HK)各升4.1%及4.9%。
澳门９月赌收按年跌九成逊预期，国庆长假未见旅客「蜂拥」场面，濠赌及澳门概念股走软，新濠国际(00200.HK)跌3.4%，信德(00242.HK)及澳博(00880.HK)各跌2%及1.8%。
兖煤(01171.HK)斥逾183亿人币向母企购入多项资产，早市股价泻14.8%报4.91元。中车时代电气(03898.HK)计划在科创板上市，股价急升11.4%。国泰航空(00293.HK)据报今天裁员逾千人，早市股价升2.8%。
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