《即日市评》蚂蚁获准上市 港股成交缩两成 阿里创新高
恒指今日反覆造好。市场担心美国国会无法在大选前通过刺激经济方案，美股道指及纳指昨晚跌1.4%及1.7%，美联储副主席克拉里达重申维持零息，直至通胀达标及劳工市场健康；执笔之时美汇指数处至93.44，道指期货最新升120点或0.4%、纳指期货最新升85点或0.7%。今早人民币中间价续上调80点突破6.7关创一年半高、国资委指9月央企净利润连续三个月保持两位数增长，上证综指升0.5%收3,328，深证成指涨1.4%，内地创业板指数升1.9%，沪深两市成交额共6,674亿人民币。
恒指高开29点後窄幅争持，曾升58点一度高见24,600点，最终全日升27或0.1%，收24,569点；国指升10点或0.1%，收9,988点；恒生科技指数升73点或1%，报7,644点。大市全日成交总额降至不足一千亿元(按日跌19%)，仅993.19亿元，沪、深港通南下交易录得净流入金额分别为9.23亿及12.53亿元人民币。港交所(00388.HK)股价微跌不足0.1%。
【阿里迫三百 比亚迪强势】
中证监复批蚂蚁集团於本港上市申请，阿里巴巴(09988.HK)今日股价曾上越300元关创新高，但最终全日升0.7%收299.4元。阿里巴巴旗下淘宝天猫总裁蒋凡宣布，今年「双11」将於10月21日启动预售，今年消费者可分两波购买，11月1日至3日是第一波，11月11日为第二波。此意味着，今年「双11」比往年多了三天，消费者在11月1日就可以付预售商品的尾款，提前10天收到货。
汽车代理股向上，永达汽车(03669.HK)及中升(00881.HK)股价各升11.5%及5.7%。部份中资汽车股强势，比亚迪(01211.HK)全日股价弹高近9%收139.9元，长汽(02333.HK)及吉利(00175.HK)股价分别上扬6.2%及3.1%。中国汽车工业协会公布第三批新能源汽车下乡的车企及车型名单，其中包括东风汽车(600006.SH)、比亚迪、云度新能源、零跑汽车、江苏吉麦新能源有限公司、成都大运汽车集团有限公司、国机智骏汽车有限公司和中通客车(000957.SZ)等八家车企。
【沽空率上升 蒙牛受追捧】
港股主板今日市宽变动不大，主板股票的升跌比率为20比20(上日19为21)；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72比26)；大市今日录沽空138.15亿元，占可沽空股份成交770.13亿元的17.938%(上日16.473%)。
蒙牛乳业(02319.HK)全日股价上扬4.4%收39.1元，升幅最大蓝筹股。瑞银发表报告表示，据其在6月所进行调研显示，新冠疫情令民众更为关注健康，引令内地奶制品需求强於预期，加上内地牛奶供应不足，可能导致内地今年下半年以後液态奶产品有加价趋势。该行决定上调对蒙牛投资评级，由「中性」升至「买入」，目标价由30元上调至44元。
体育用品股续有支持，安踏(02020.HK)及李宁(02331.HK)股价各抢高4.5%及6.5%。近期中共中央和国务院办公厅印发《关於全面加强和改进新时代学校体育工作的意见》及《关於全面加强和改进新时代学校美育工作的意见》提出，全面加强及改进体育和美育工作，要求到2022年，学校的体育、美育场馆设施器材能基本满足学校体育、美育教会、勤练、常赛和常展要求。(wl/u)
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