《即日市评》恒指止连升 小米及赌股弱 光伏股强
恒指连升四个交易日(累升967点或4.2%)後，今日反覆回软。美国总统特朗普促请国会通过一系列经济刺激措施，当中包括拯救航空业，而美国众议院议长佩洛西与美国财长努钦讨论为特定行业推出独立援助法案，市场憧憬美国白宫与国会就刺激经济方案达成部分协议，道指及纳指昨晚均升1.9%，执笔之时美汇指跌至93.61，美股道指期货最新升105点或0.4%、美股纳指期货最新升66点或0.6%。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。
恒指今早高开20点後掉头向下，曾跌220点一度低见24,021点，尾市跌幅收窄，全日跌49点或0.2%，收24,193点；国指跌4点或0.1%；收9,624点；恒生科技指数升16点或0.2%，收7,511点。大市全日成交总额877.89亿元，沪、深港通南下交易因内地假期暂停。科技股走个别，小米(01810.HK)股价吐3.9%收20.85元
【汽车股强势 濠赌股受压】
车股向上，比亚迪(01211.HK)及长城汽车(02333.HK)各升5.9%及5.5%，北汽(01958.HK)及广汽(02238.HK)各升2.9%及3.1%，Jefferies发表报告指，即使内地汽车经销商减少折扣、礼品及资金贷款，但汽车4S店於十一黄金周的人流仍较五一黄金周较强劲。而该行的渠道检查亦显示，千禧世代的汽车买家对长城汽车(02333.HK)的新能源车有强烈兴趣，比亚迪(01211.HK)的交付时间亦已延长至超过两个月。该行推荐的中资汽车股包括长汽、吉利汽车及比亚迪，称喜好三企的地区分销及价格定位。
赌股走弱，银娱(00027.HK)及永利澳门(01128.HK)各跌2%及2.3%，新濠国际(00200.HK)、澳博(00880.HK)及金沙中国(01928.HK)各跌2.8%至3.4%。摩根大通发表报告，基於澳门近期博彩业趋势并不理想，贵宾厅业务存不明朗因素，料澳门博彩业明年重返正常水平憧憬正减弱，并认为濠赌股目前风险与回报比率不吸引。该行表示，决定下调对金沙中国、澳博、新濠国际及美高梅中国(02282.HK)的投资评级，均由「增持」降至「中性」，并将永利澳门评级由「增持」一举降至「减持」，在行业中仅对银娱(00027.HK) 维持「增持」评级。
【沽空率上升 光伏股起舞】
港股主板今日市宽略改善，主板股票的升跌比率为25比16(上日21为20)，上升股份975只(升幅3.1%)；恒指成份股今日19只股份上升，下跌股份28只，升跌比率为38比56(上日为78比18)；大市今日录沽空114.26亿元，占可沽空股份成交645.3亿元的17.707%(上日为16.427%)。
光伏股有支持，保利协鑫(03800.HK)股价涨近11%，信义光能(00968.HK)全日抢高14.8%。瑞银发表报告指，重申对信义光能看法正面，将其目标价由12.8元升至17元，相信公司可受惠持续估值重评，而且在宏观及微观层面都有催化剂支持，在宏观方面内地宣布新的减碳目标，加上「十四五」将有可再生能源方面的政策，而欧洲方面亦有新的碳排放目标。
而在微观层面，该行认为今年第四季太阳能玻璃供应紧张将为公司带来正面影响，有助带动平均销售单价及利润改善，而公司现估值相当於2021年预测市盈率20.2倍，相信市场仍未反映相关因素。该行估计信义光能在估值上有望获重估。
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