《即日市评》腾讯与阿里齐破顶 汇控逆市受压
港股昨在台风影响休市後，今日复市反覆偏好。强生叫停新冠疫苗测试影响大市气氛，市场预期美国大选前不会有新刺激经济方案落实，美股道指及纳指昨跌0.6%及0.1%，执笔之时美汇指数处93.51，美股道指期货最新升95点或0.3%、美股纳指期货最新升48点或0.4%。国家主席习近平指要深入推进粤港澳大湾区建设，而中国正形成以国内大循环、国内国际双循环相互促进的新发展格局；人行收市後公布9月新增人民币贷款1.9万亿人民币(市场预期1.7万亿人民币)，上证综指跌0.6%收3,340，深证成指跌0.8%，沪深两市成交额增至共8,277亿人民币。
恒指高开159点见24,808点，但已为半日高位，其後曾倒跌150点一度低见24,498点，其後跌幅收窄，收市前倒升，最终全日升17点或0.07%，收24,667点；国指升42点或0.4%，收9,920点；恒生科技指数升70点或0.9%，收7,819点。大市全日成交总额1,543.49亿元，沪、深港通南下交易录得净流入金额分别为36.04亿及39.03亿元人民币。
恒大(03333.HK)拟折让逾14%(每股配售价16.5元)配股净筹逾42.5亿元，全日股价泻17%收16.06元。汇控(00005.HK)全日股价跌3%收30.5元，渣打(02888.HK)跌2.8%。
【腾讯与阿里 股价创新高】
科技股受捧，阿里巴巴(09988.HK)全日股价破顶升1.9%收297.6元，盘中曾高见298元；腾讯(00700.HK)全日股价攀升近3%收573.5元，盘中曾高见574元。大和发表的研究报告指，阿里巴巴(09988.HK)料将於「双十一」之前公布第二财季业绩，料公司整体收入将升29%至1,530亿元人民币，而按非通用会计准则计算，EBITA利润率将为26%。该行估计公司第二财季客户管理及佣金收入将按年升20%，当中佣金收入按年增长料放慢至16%，该行重申对阿里「买入」评级，目标价348元。
此外，招商证券国际报告表示，就腾讯均有份投资的内地游戏直播平台虎牙和斗鱼於周一(12日)宣布正式敲定合并协议及计划，此次合并预计将於明年上半年完成，斗鱼将成为虎牙旗下的全资子公司，该行预计腾讯将拥有合并後公司67.5%投票权和50.5%的股权，预计交易这将会为腾讯2021财年的收入和经调整净利润分别带来2.1%和1.2%的增益。该行认为虎牙和斗鱼此次合并对腾讯而言具有非常大的战略价值，在完善其电竞产业链战略布局的同时，也将在极具潜力的电竞内容分发上帮助公司建立主导地位。
【跌股九百只 长汽弹一成】
港股主板今日市宽转弱，主板股票的升跌比率为25比17(上日27为16)，下跌股967份只(跌幅2.6%)；恒指成份股今日21只股份上升，下跌股份27只，升跌比率为42比54(上日为86比10)；大市今日录沽空201.95亿元，占可沽空股份成交1,278.62亿元的15.794%。
部份中资汽车股抽高，东风(00489.HK)首发A股深圳创业板上市申请获受理，今日股价扬5.8%，广汽(02238.HK)及比亚迪(01211)股价各升6.6%及4.3%，长汽(02333.HK)股价抢上10.2%收12.76元。美银证券发表报告表示，据中国汽车工业协会(CAAM)数据，内地9月乘用车批发量按年升8%、保险销售按年增长14%，吉利汽车保险注册量按年2%，而长汽的汽车保险登记量按年增长27%，上汽大众则按年跌3%；该行指，长城汽车及长安汽车(000625.SZ)表现均跑赢大市，属该行看好的中资汽车股。
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