《即日市评》人币升至逾两年高 中移强 国泰重组止港龙营运
港股今日持续向上。市场憧憬白宫与国会能及时就新一轮刺激经济方案达共识，并赶及大选前落实，美股道指及纳指昨各升0.4%及0.3%；执笔之时美汇指数跌至92.76、摩通亚洲货币指数升0.2%至106.87，美股道指期货最新跌17点或0.06%、美股纳指期货最新跌23点或0.2%。今早人民币中间价续上调140点子报6.6781创逾两年高，上证综指跌0.09%收3,325，深证成指跌1%，内地创业板指数跌1.5%，沪深两市成交额共7,062亿人民币。
恒指今早高开126点，早段升幅曾扩大至333点一度高见24,903点，其後内地股市倒跌，港股升幅收窄。恒指全日升184点或0.8%，收24,754点；国指升89点或0.9%，收10,077点；恒生科技指数跌26点或0.3%，收7,618点。大市全日成交总额1,095.04亿元，沪，深港通南下交易录得净流入金额分别为14.27亿及19.43亿元人民币。阿里巴巴(09988.HK)收企300元关之上，全日涨0.3%收300.2元。人民币汇价攀升，中资航空股扬，东航(00670.HK)涨3.1%。
【电讯股强势 药明生物弹】
人民币升值有利以人民币收入为主的股份，中资电讯股走强，中移动(00941.HK)公布上季业绩後股价走高3.9%收51.9元，联通(00762.HK)及中电信(00728.HK)股价分别抽上11.1%及9.2%。里昂发表报告表示，中移动第三季主要营运数据大致符合预期，季内移动用户及每用户平均收入(ARPU)均相对平稳，但5G用户数目高於预期。该行指，5G有机会有助中移动改善收入增长，随着5G规模的扩大，更多年轻用户加入5G网络以及更多5G应用，ARPU将会重拾增长，重申对其「买入」评级，目标价80元。
药明生物(02269.HK)全日股价抽上11.6%收225元，成交额27.65亿元，为蓝筹股股价升幅榜首位，单股为恒指贡献63点升幅。高盛发表报告表示，药明生物召开了分析员会议，更新了公司营运情况，公司管理层首次阐述其新战略「药物分子」，希望在转移项目领域上提高相关市场份额，该行相信公司新策略可成其未来增长引擎。该行表示，基於新策略及来自新冠病毒项目贡献可较预期为高，药明生物管理层上调对2021年纯利增长指引至按年上升50%(此前指引为升40%)。
【国泰宣重组 止港龙营运】
港股主板今日市宽轻微改善，主板股票的升跌比率为21比20(上日20为20)；恒指成份股今日28只股份上升，下跌股份19只，升跌比率为56比38(上日为46比46)；大市今日录沽空137.31亿元，占可沽空股份成交853.89亿元的16.081%(上日17.938%)。
市场焦点是国泰航空(00293.HK)公布重组计划，今日股价一度抽高6.6%至6.1元，最终全日升2.3%收5.85元、太古(00019.HK)股价微跌0.3%，而国航(00753.HK)升1.6%。就国泰公布重组计划，整体削减约8,500个职位占总数24%，并将国泰港龙即日停止营运，摩根士丹利发表报告表示，认为公司进行行重组料影响正面，国泰预计该重组将在2021年将现金成本降低至每月5亿元。该行指未计入今次重组因素前，原估计国泰2021年的净亏损为96亿港元。但该行认为，对於国泰而言任何有意义的转机，仍将取决於香港的空中交通复苏。
国泰行政总裁邓健荣表示，公司会以「国泰航空」和「香港快运」申请「国泰港龙」提供之目的地地点，相信可以继续发挥香港作为中转站航空枢纽角色。他期望当疫情过後，行业需求复苏，国泰规模可以尽快回复。
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