内地9月工业生产及零售数据胜预期 中资金融股随A股续受捧跑赢
带动内地经济增长「三头马车」9月份数据普遍胜预期，其中工业生产按年增长进一步加快至6.9%，优於市场预期增长5.8%及8月增长5.6%，零售销售额按年升幅加快至3.3%，优於市场预期升1.7%及8月年内首升0.5%。
受惠人行信贷条件由之前去杠杆转稳杠杆，甚至允许宏观杠杆率暂时上升的A股银行板块延续上周五升势，再升1.5%跑赢(沪指及深成现仅升0.3%)。本港内银今早继续领涨大市，工行(01398.HK)曾续涨4.8%高见4.63元，受制百天线(4.64元)，现造4.59元，续升3.8%；上周五获农银国际视为内银首选的建行(00939.HK)及农行(01288.HK)高见5.75元(受制百天线5.8元)及2.8元(刚为百天线) ，现造5.71元及2.78元，续升2.7%及3.3%。中行(03988.HK)续升2.7%报2.63元。
邮储银行(01658.HK)五连升，股价升破50天线(3.68元)，最高见3.83元，现造3.81元，续升4.4%。光大银行(06818.HK)六连升重上百天线，最高见2.98元，现造2.91元，续升1.7%。信行(00998.HK)、民行(01988.HK)及招行(03968.HK)续升2%-3%，分别报3.42元、4.38元及43.05元。
此外，中资保险股也随A股同业造好。国寿(02628.HK)、平保(02318.HK)、财险(02328.HK)、人保(01339.HK)、新华保险(01336.HK)、中国太平(00966.HK)及太保(02601.HK)升逾1.5%-3.5%，曾分别高见19.2元、85.9元、5.6元、2.45元、32.45元、12.56元及25.7元，後者跑赢股价报25.45元重越牛熊线(25.24元)。
农银国际上周五给予内银股「增持」评级，以反映现时估值吸引，是长期投资者入市机会，首选建行及农行。报告指，内地经济活动恢复後，中资银行盈利有望下半年逐步恢复，预期具有强大风险缓冲及资产负债表快速增长的银行将会跑赢大市。
港股上周累升267点或1.1%连弹三周後，今天延续上周五升势，高开178点或0.7%报24,565，在中资金融股续受压及汇控(00005.HK)曾急涨3.5%带动，升幅曾扩至385点，高见24,771遇压，现造24,589，续升202点或0.8%，国指曾高见10,104，现造10,033，续升1.2%；港股总成交额609亿元。
带动内地经济增长「三头马车」9月份数据普遍胜预期，其中工业生产按年增长进一步加快至6.9%，优於市场预期增长5.8%及8月增长5.6%，零售销售额按年升幅加快至3.3%，优於市场预期升1.7%及8月年内首升0.5%；首9个月城镇固定资产投资按年回升0.8%(前值降0.3%)，结束连降两个月，略低於市场预期升0.9%。此外，内地第三季GDP环比增速放缓至2.7%(前值急弹11.5%)，同比增长加快至4.9%(前值年增3.2%)，不及市场预期季增3.3%及年增5.5%。国家统计局指，内地首三季经济增长由负转正，按年恢复增长0.7%，符合市场预期。
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