《即日市评》恒指「五连升」 内银及赌股领涨
受内银股及濠赌股带动，恒指今日反覆造好。市场继续观望美国白宫与国会就新刺激经济方案的磋商，美股道指及纳指昨晚各跌0.4%及0.3%，而联储局褐皮书指美国经济仅轻微复苏；执笔之时美汇指数跌至92.67、道指期货最新跌111点或0.4%、纳指期货最新跌53点或0.5%。今早人民币中间价续上调225点，报6.6556兑一美元逾两年高，上证综指跌0.4%收3,312，深证成指跌0.5%，内地创业板指数跌1%，沪深两市成交额共6,637亿人民币。
恒指低开58点，早段曾跌197点低见24,556点，其後跌幅收窄，午後曾倒升62点一度高见24,817点，全日升31点或0.1%，收24,786点，连升五日(累涨627点或2.6%)；国指升7点或0.1%，收10,085点；恒生科技指数升2点或0.03%，收7,620点。大市全日成交总额1,071.82亿元，沪、深港通南下交易录得净流入金额分别为11.7亿及17.46亿元人民币。阿里(009988.HK)股价微跌不足0.1%收300元，中证监批准蚂蚁集团(688688.SH)上海科创板上市，将於下周四申购。
【恒指「五连升」 内银股领涨】
内银股领航大市，建行(00939.HK)及工行(01398.HK)股价各走高2.3%及2.6%，招行(03968.HK)股价上扬2.6%收43.95元，邮储银行(01658.HK)股价弹5.3%收3.99元。平安银行(000001.SZ)公布今年第三季度实现营业收入382.36亿人民币按年增加8.8%。录得纯利87.2亿人民币增长6.1%，每股收益45分。
里昂发表报告指，平安银行第三季业绩表现改善，纯利按年增长6%，表现远胜次季倒退35.5%，资产质素改善幅度好於预期，零售管理资产增速亦快於预期。该行指平安银行业绩显示监管机构或放松对内银盈利的管制，相关因素於本年至今影响内银盈利表现。该行维持内银看法，料经济复苏将持续改善内银盈利率、手续费收入及资产质素，现时内银估值低迷，股息率高达6.7%水平，於再通胀周期下为吸引投资，首选邮储行及工行。
【濠赌股弹高 联通股价吐】
港股主板今日市宽略转弱，主板股票的升跌比率为18比21(上日21为20)；恒指成份股今日18只股份上升，下跌股份27只，升跌比率为36比54(上日为56比38)；大市今日录沽空133.3亿元，占可沽空股份成交847.72亿元的15.724%(上日16.081%)。
濠赌股走强，金沙中国(01928.HK)及银娱(00027.HK)股价各抢高5.2%及5.1%，澳博(00880.HK)扬4.4%。瑞信发报告指，金沙中国第三季业绩略胜预期，经调整物业EBITDA亏损2.33亿美元，较次季略有改善。该行指金沙现时已接近行业收支平衡水平，但认为目前未能判断在本季剩余时间都可维持，相信未来关键在於11至12月到访澳门签证是否能够正常化。
联通(00762.HK)昨股价抽高11.1%後，今日急回11.5%收5.31元。花旗发表报告表示，联通公布今年第三季纯利33亿元人民币，按年升10.5%，低於市场预期5.3%，主要是来自固网业务服务收入较预期低，而公司季内收入按年升3.9%。
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