《即日市评》北水回归港股成交复千亿 阿里破顶後倒跌
港股今日先升後回。美国总统特朗普称与国会就新刺激经济方案的磋商恢复，并对达成协议感乐观美股道指昨晚0.4%，纳指涨0.5%，但美国众议院议长佩洛西称在未能与特朗普政府达成更广泛的刺激经济方案下，将不会单独向美国航空公司提供新援助，市场关注美国救市方案进展，执笔之时美汇指跌至93.36，美股道指期货最新升98点或0.4%、美股纳指期货最新升31点或0.3%。今早人民币中间价复市上调305点报6.7796兑一美元，在岸、离岸人民币均创2019年4月以来新高，A股於黄金周长假後复市，上证综指涨1.7%收3,272，沪深两市成交额共7,113亿人民币。
市场观望美国白宫与国会就刺激经济措施磋商，港股今日先升後跌。恒指高开150点见24,343点，为全日高位，其後回落，最终全日跌74点或0.3%，收24,119点；国指跌6点或0.1%，收9,617点；恒生科技指数跌7点或0.1%，收7,503点。大市全日成交总额1,125.47亿元，沪、深港通南下交易录得净流入金额分别为18.17亿及19.53亿元人民币。手机设备股回吐，舜宇(02382.HK)股价跌2.6%，公司收市後公布)9月手机镜头出货量1.67亿件按年增15.5%、手机摄像模组出货量按年增长21.9%至5,896.1万件。
恒指本周累升660点或2.8%；国指本周累升220点或2.4%；恒生科技股指数指本周累升416点或5.9%。确诊新型病毒的美国总统特朗普康复进展良好，其後出院及已返回白宫继续接受治疗，市场亦关注美国新刺激经济方案的磋商。
【忧蚂蚁延挂牌 阿里反覆下跌】
阿里巴巴(09988.HK)先升後回，盘中曾高见293元创新高，但全日倒跌1.2%收286.2元，港交所(00388.HK)股价跌1.5%。《彭博通讯社》报道，阿里巴巴旗下蚂蚁集团订於上周通过上市聆讯，惟至今仍未通过。若其上市进程一再延後，接近美国总统大选将增加不确定因素。另外由於本港新股上市定价及挂牌交易期间有一星期空档，意味投资者将曝露於市场波动风险当中。
报道指，美国高级官员近期就政府如何限制蚂蚁及腾讯(00700.HK)旗下支付系统加速讨论，但尚未有最终决定。
【沽空率见回落 吉利有支持】
港股主板今日市宽转弱，主板股票的升跌比率为19比22(上日25为16)；恒指成份股今日14只股份上升，下跌股份30只，升跌比率为28比60(上日为38比56)；大市今日录沽空128.53亿元，占可沽空股份成交852.14亿元的15.084%(上日为17.707%)。
汽车股走个别，比亚迪(01211.HK)今日股价跌4.7%收122.4元，花旗发表研报指，吉利9月乘用车批发量为12.6万辆，按年增长11%，按月亦增长11%，主要是受惠於行业消费升级趋势。该行预计，吉利9月零售销量约为10万辆，即按年增长13.9%，按月升2.9%。该行指，吉利销售组合继续调整，平均售价上升，利润率前景一直在改善。该行指，第四季行业销售势头强劲，以及吉利回A後或重新启动与富豪汽车的合并谈判，可能成为其短期催化剂，因此维持「买入」评级，并将吉利及比亚迪继续列为行业首选。(wl/a)
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