港股覆盤：恆指小幅上漲0.11%，汽車、體育用品板塊大漲
今日，港股恆指全天呈窄幅震盪走勢，收漲0.11%報24569點，恆生科技指數尾盤拉昇漲0.97%。
盤面上，電池股、體育用品股漲幅居前，李寧升超6%創新高，市值站上千億港元；乳製品、紙業股明顯走強；汽車股午後漲幅持續擴大，比亞迪股份大漲9%；連續回調多日的光伏板塊回暖，福萊特玻璃大幅反彈10%；恆生科技股多數上揚，阿里、美團、騰訊小幅收漲；零售股領跌，高鑫零售跌6%，昨日曾大漲17%；電力股、石油股、大型基建股表現低迷。今日南下資金淨流入21.76億港元，大市成交額不足千億港元。
港股乳業股普遍強勢，中國聖牧大漲5.66%，澳優和蒙牛乳業均大漲超過4%，中國飛鶴、莊園牧場均上漲超過1%。
日前2020中國奶業大會召開，蒙牛盧敏放提出“乳業強國”五大倡議。他提出，抓住疫後乳品消費升級的歷史性機遇，拿出更高品質的產品與服務；繼承發揮“抗疫精神”，進一步提升供應鏈穩定性和產業鏈競爭力，將“奶瓶子”牢牢抓在自己手中。數據顯示，2019年全國奶類產量3297.6萬噸，同比增長3.8%，居世界第四位，且人均年消費生鮮乳達到35.8公斤，比2015年增長4.9公斤。在2020年上半年澳優、飛鶴、貝因美三家企業均實現了營收、淨利雙增長。
汽車股中，比亞迪股份大漲近9%，長城汽車大漲超6%，吉利汽車上漲3.1%，廣汽集團上漲2.39%，慶鈴汽車股份和華晨中國均上漲超1%。
第三批新能源汽車下鄉的車企包括東風汽車、比亞迪、雲度新能源、零跑汽車、江蘇吉麥新能源、成都大運汽車、國機智駿汽車和中通客車等八家車企。
光伏股終止跌勢，於低位大幅反彈。其中，福萊特玻璃大漲超10%，信義光能和北控清潔能源集團均大漲超5%，保利協鑫能源大漲超4%。
中央力爭2030年前二氧化碳排放量升至高峯後，逐步於2060年達到碳平衡。市場估計中國將於“十四五”提升可再生能源比例。而9月多個國家部門已就太陽能競價上網、補貼等推出新政，促進太陽能產業發展。信義玻璃於10月8日創下收市新高見15.2港元。
體育用品股今日全線走強。其中，李寧大漲6.54%，創下歷史新高，安踏大漲4.45%，中國動向漲超4%，滔博大漲3%。
天風證券早前研報指出，國內體育市場與歐美成熟市場差距顯著，長期需求增量廣闊：據歐睿國際市場規模數據統計顯示，2019年我國體育鞋服裝備（狹義體育裝備/sportswear市場）市場規模已經上升至458.94億美元（+36.15%），同期美國運動鞋服市場規模達到1269.62億美元，市場規模之比達到36.15%，創下歷史新高，較2015年比例27.44%大幅提升8.71pct。
今日，南下資金總計淨流入11.42億港元。其中，港股通（滬）淨買入4.09億港元，港股通（深）淨買入7.32億港元。
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