港股收評：恆指收漲0.94%，大金融股持續走強，白雲山領漲抗疫概念
港股恆指全天強勢，盤中一度漲至1.3%，最終收漲0.94%報24386點，恆生科技指數漲0.84%。
盤面上，內銀股、內險股、中資券商股集體上揚，助力大市收高。抗疫概念板塊漲幅居前，紙業股、航空股、博彩股、餐飲股、體育用品股均現普漲行情；風電股、汽車股皆大幅回吐，全日表現低迷；科技股多數走高，阿里、小米升超3%，騰訊、京東均上漲。今日南下資金淨流入49.56億港元，大市成交額為1130億港元。
白雲山今日領漲抗疫概念、中醫藥板塊。消息面上，鍾南山團隊在近期表示，體外研究發現白雲山複方板藍根對新冠病毒有效。受此消息影響，港股白雲山大漲12.5%，報21.6港元/股。
銀行股持續走強，晉商銀行漲超8%，建設銀行、招商銀行、中國光大銀行漲幅都在5%以上。
摩根士丹利發表研究報告，指9月份內地社融增速加快至13.5%，主要由政府發行債券、長期企業債，以及家庭信貸增加所帶動，相信可支持銀行核心業務的股本回報，並相信強勁貸款增長是由按揭和基建需求帶動，但同時指需留意因資產價格過熱，和經濟風險會帶來政策轉變，以及銀行置換低息債至高息債，是第四季收緊信貸額度的訊號，同時部份銀行資本比率低，高信貸增長，將影響明年的信貸資源。
電池板塊及在線教育板塊今日表現疲軟，板塊龍頭比亞迪股份收跌3.5%，新東方在線收跌4.04%。
風電股大幅回吐，金風科技領跌板塊，收跌8.5%，協合新能源、中國航天萬源、龍源電力均收跌。
個股方面，恆指成分股中大金融股、科技股、博彩股普遍走強。其中，建設銀行漲幅達到5.7%；中國人壽漲幅超過3.8%；阿里巴巴、小米集團均漲超3%；金沙中國有限公司、銀河娛樂漲幅在1%以上。
同時，建設銀行、招商銀行領漲國指成分股，內銀股全線走強，石藥集團、世茂集團、蒙牛乳業、中國電信在國指成分股中跌幅靠前。
港股通方面，今日南向資金合計淨流入49.56億元，其中港股通（滬）淨流入27.9億元，港股通（深）淨流入21.66億元。
華泰證券認為，滬港AH溢價指數創十年新高，後續港股表現或強於A股。AH溢價指數能反映滬港兩地同時有A股及H股上市公司羣體的兩地股票交易折溢價水平，近十年來A股相對港股大多呈現溢價狀態。經統計發現，當AH溢價指數從高位回落時，滬深300的後續表現往往不及恆生指數。當前AH溢價指數創十年新高，後續回落概率較大，港股相對A股或表現更優。
中信證券認為，恆生指數的PB又回到了2015/2016年的1x左右，而PE約12x，均在歷史相對低位。加上AH股的溢價指數達到歷史高位的146以及在美元結構性向下的趨勢中，港股的長線配置價值顯現。隨着近年來南下資金對港股的話語權日益增加，港股A股化趨勢明顯。疊加國內經濟向科技和服務轉型以及恆指改革吸引大量公司赴港上市，港股市場風格正由傳統的低估值金融地產往大消費及新經濟板塊轉移，這一趨勢長期仍將延續。
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