內地9月工業生產及零售數據勝預期 中資金融股隨A股續受捧跑贏
帶動內地經濟增長「三頭馬車」9月份數據普遍勝預期，其中工業生產按年增長進一步加快至6.9%，優於市場預期增長5.8%及8月增長5.6%，零售銷售額按年升幅加快至3.3%，優於市場預期升1.7%及8月年內首升0.5%。
受惠人行信貸條件由之前去槓桿轉穩槓桿，甚至允許宏觀槓桿率暫時上升的A股銀行板塊延續上周五升勢，再升1.5%跑贏(滬指及深成現僅升0.3%)。本港內銀今早繼續領漲大市，工行(01398.HK)曾續漲4.8%高見4.63元，受制百天線(4.64元)，現造4.59元，續升3.8%；上周五獲農銀國際視為內銀首選的建行(00939.HK)及農行(01288.HK)高見5.75元(受制百天線5.8元)及2.8元(剛為百天線) ，現造5.71元及2.78元，續升2.7%及3.3%。中行(03988.HK)續升2.7%報2.63元。
郵儲銀行(01658.HK)五連升，股價升破50天線(3.68元)，最高見3.83元，現造3.81元，續升4.4%。光大銀行(06818.HK)六連升重上百天線，最高見2.98元，現造2.91元，續升1.7%。信行(00998.HK)、民行(01988.HK)及招行(03968.HK)續升2%-3%，分別報3.42元、4.38元及43.05元。
此外，中資保險股也隨A股同業造好。國壽(02628.HK)、平保(02318.HK)、財險(02328.HK)、人保(01339.HK)、新華保險(01336.HK)、中國太平(00966.HK)及太保(02601.HK)升逾1.5%-3.5%，曾分別高見19.2元、85.9元、5.6元、2.45元、32.45元、12.56元及25.7元，後者跑贏股價報25.45元重越牛熊線(25.24元)。
農銀國際上周五給予內銀股「增持」評級，以反映現時估值吸引，是長期投資者入市機會，首選建行及農行。報告指，內地經濟活動恢復後，中資銀行盈利有望下半年逐步恢復，預期具有強大風險緩衝及資產負債表快速增長的銀行將會跑贏大市。
港股上周累升267點或1.1%連彈三周後，今天延續上周五升勢，高開178點或0.7%報24,565，在中資金融股續受壓及匯控(00005.HK)曾急漲3.5%帶動，升幅曾擴至385點，高見24,771遇壓，現造24,589，續升202點或0.8%，國指曾高見10,104，現造10,033，續升1.2%；港股總成交額609億元。
帶動內地經濟增長「三頭馬車」9月份數據普遍勝預期，其中工業生產按年增長進一步加快至6.9%，優於市場預期增長5.8%及8月增長5.6%，零售銷售額按年升幅加快至3.3%，優於市場預期升1.7%及8月年內首升0.5%；首9個月城鎮固定資產投資按年回升0.8%(前值降0.3%)，結束連降兩個月，略低於市場預期升0.9%。此外，內地第三季GDP環比增速放緩至2.7%(前值急彈11.5%)，同比增長加快至4.9%(前值年增3.2%)，不及市場預期季增3.3%及年增5.5%。國家統計局指，內地首三季經濟增長由負轉正，按年恢復增長0.7%，符合市場預期。
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