《即日市评》恒指「四连升」 科技股续领跑 舜宇弹半成
受科技及金融股升势带动，港股今日收企两万四关之上。美国总统特朗普下令停止与民主党商讨抗疫援助方案直至11月3日大选结束後，消息拖累昨晚道指倒跌375点或1.3%，纳指跌1.6%。执笔之时美汇指处93.71，道指期货最新升170点或0.6%、纳指期货最新升54点或0.5%。而十一「国庆」黄金周期间，A股於10月1日(上周四)至10月8日(本周四)休市，本周五起复市。中国公布9月底外汇储备3.143万亿美元，按月跌0.7%。
恒指高开19点後，一度倒跌75点曾低见23,905点，其後重上24,000点，以接近全日高位收市，全日升262点或1.1%，收24,242点，连升四个交易日(累升967点或4.2%)；国指升92点或1%，收9,629点；恒生科技指数升158点或2.2%，收7,494点。大市全日成交金额921.72亿元，沪、深港通南下交易因内地假期暂停。部份内房股抽上，绿城中国(03900.HK)抢升12.1%，公司公布9月合同销售201亿人民币按年升69%，拟发行美元优先票据的雅居乐(03383.HK)涨5%。
【科技股领跑 阿里美团强】
科技股续领跑大市，腾讯(00700.HK)及美团点评(03690.HK)股价各上扬1.4%及3.8%，分别收535元及267.8元，小米(01810.HK)全日走高1.4%；阿里巴巴(09988.HK)全日股价升2.9%收288.2元。高盛发表研报指，在参与阿里巴巴投资者日後，发掘到阿里多个增长引擎，对增长前景有信心，将目标价上调11%至341元，重申「买入」评级及「确信买入」名单。
高盛指，阿里潜在业务范围扩展到房地产、杂货、快速消费品及医药等，预期合计商品成交金总额可达1.36万亿元人民币，随着二手商品、直播等变现率不足的业务逐步改善，阿里的整体电商转换率(take rate)可望提升，预期由2020年的4.3%，提升至2022年的5.1%及2024年的5.5%。
【沽空率续降 舜宇弹半成】
港股主板今日市宽略为转弱，主板股票的升跌比率为21比20(上日28为13)；恒指成份股今日39只股份上升，下跌股份9只，升跌比率为78比18(上日为74比18)；大市今日录沽空109.82亿元，占可沽空股份成交668.5亿元的16.427%(上日为18.152%)。
苹果本月13日举行发布会，市场料推5G新iPhone，手机设备股受捧，瑞声(02018.HK)全日股价上扬3.3%，舜宇(02382.HK)抢高5.1%收125.6元。麦格理发表报告表示，数据显示8月份内地智能手机出货量按年下跌9.2%，惟按月升5.3%，表现持续改善，当中华为在内地之市占率按月下跌6.3个百分点至41.2%，为七个月新低，主因其他手机品牌加快推出4G/5G中端手机。随着中端手机的畅销，整体智能手机规格有所下降。
麦格理预期消费者支出由电脑/手提电脑/平板电脑转向智能手机，对明年手机规格恢复升级感到乐观，因此建议买入舜宇及大立光，予舜宇「增持」评级及目标价为152元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
