《即日市评》内银股领航大市 传蚂蚁最快下周在港上市聆讯
恒指昨跌508点或2.1%後，今日反覆回升。市场对美国救市方案憧憬重燃，美国总统特朗普称愿意进一步向民主党妥协，同意将1.8万亿美元刺激经济方案规模提高，方案仍有可能在11月3日大选前通过，美股道指及纳指昨晚各跌0.1%及0.5%，执笔之时美汇指数处93.68，道指期货最新升2点或0.01%、纳指期货最新升42点或0.4%。A股个别发展，上证综指反覆升0.1%收3,336，但深证成指跌0.7%，沪深两市成交额共7,085亿人民币。
恒指高开35点後升幅扩大，午後曾升298点一度高见24,456点，全日升228点或0.9%，收24,386点；国指升152点或1.6%，收9,914点；恒生科技指数升63点或0.8%，收7,604点。大市全日成交总额1,130.08亿元，沪、深港通南下交易录得净流入金额分别为27.9亿及21.66亿元人民币。
恒指本周累升267点或1.1%、国指本周累升297点或3.1%、恒生科技指数本周累升101点或1.4%。市场关注美国救市方案发展，周初特朗普曾叫停财政刺激方案的磋商，其後表示愿意恢复谈判，指仍然有很大希望与民主党就刺激经济方案达成协议。其後，外电引述消息指美国务院已呈交一份提案，要求特朗普政府将中国金融科技公司蚂蚁集团列入「贸易黑名单」，消息一度拖累本港上市科技股表现。
【内银股领航 建行扬半成】
内银股成升市「火车头」，建行(00939.HK)、工行(01398.HK)及招行(03968.HK)全日分别上扬5.7%、4.2%及5.4%，中行(03988.HK)股价亦走高3.2%。大和发表报告表示，人行在简报中预计中国今年第三季经济按年增速，可较第二季(按年升3.2%)有所加快，认为当前的信贷增长合理，并应允许宏观杠杆率暂时上升，称当前的国内信贷条件对内银股有利，预示内地经济增长趋势，并推介建行(评级「买入」)，因为其在四大银行中的资产扩张较强，该行还看好中行(评级「跑赢大市」)和中信银行(00998.HK)(评级「买入」)的交易机会。
摩根士丹利发表报告指，9月份内地社融增速加快至13.5%，主要由政府发行债券、长期企业债，以及家庭信贷增加所带动，相信可支持银行核心业务的股本回报。该行指，内地社融增速加快将可支持银行核心盈利趋势，并相信强劲贷款增长是由按揭和基建需求带动，但同时指需留意因资产价格过热，和经济风险会带来政策转变，以及银行置换低息债至高息债。
【沽空率上升 阿里呈回升】
港股主板今日市宽转强，主板股票的升跌比率为24比18(上日13为28)，上升股份943只(升幅2.9%)；恒指成份股今日23只股份上升，下跌股份23只，升跌比率为46比46(上日为2比96)；大市今日录沽空161.23亿元，占可沽空股份成交887.81亿元的18.16%(上日17.071%)。
阿里巴巴(09988.HK)股价回升3.2%收294元，报道引述蚂蚁集团回应指无设立美国版支付宝，不涉收集美用户数据；另《彭博》引述消息指，蚂蚁将IPO估值目标提高至2,800亿美元(约2.17万亿港元)，而蚂蚁集团会继续推进A+H股上市计划，市传香港上市聆讯会最快於下周举行。而港交所(00388.HK)全日股价微跌0.2%收361.2元。
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