《即日市评》蚂蚁今招股港股吐 汇控弹半成称考虑复派息
恒指上周累升531点或2.2%後，今日受中资金融及地产股拖累向下。受欧美新冠疫情反弹及新刺激经济方案不确定性影响，美股道指及纳指各跌2.3%及1.6%；执笔之时美汇指数回升至93.12、道指期货最新升2点、纳指期货最新升17点或0.2%。内地9月规模以上工业企业利润按年增10.1%，增速按月回落，上证综指升0.1%收3,254，深证成指升0.6%，内地创业板指数涨1.3%，沪深两市成交额共6,313亿人民币。
港股在重阳节假期後复市随外围下跌。恒指低开78点，早段跌幅曾收窄至46点，但中午收市前跌幅扩大至316点，一度低见24,602，随着季绩胜预期汇控(00005.HK)午後股价升幅扩大，恒指跌势收歛，全日跌131点或0.5%，收24,787；国指跌122点或1.2%，收10,003；恒生科技指数升63点或0.8%，收7,547点。大市全日成交总额1,305.2亿元，沪、深港通南下交易录得净流入金额分别为43.14亿及29.35亿元人民币。
【蚂蚁今招股 腾讯受追捧】
中资金融股下滑，建行(00939.HK)、农行(01288.HK)、交行(03328.HK)、招行(03968.HK)及民行(01988.HK)股价跌幅介乎2.7%至3.3%，工行(01398.HK)及邮储行(01658.HK)各跌4%及4.7%。内险股中国平安(02318.HK)及太保(02601.HK)股价跌1.9%。
蚂蚁集团(06688.HK)H股今起公开招股，是次其AH股上市总集资额高达344亿美元(约2,666亿港元)，超越油企沙特阿美(集资额256亿美元)成为史上集资规模最大新股，阿里巴巴(09988.HK)全日股价升0.7%报300元。腾讯股价上扬4.2%报585元，港交所(00388.HK)跌0.9%报364.8元。瑞银发表报告，相信腾讯股价持续在未来数季改善，因潜在的手机游戏推出、蚂蚁集团(06688.HK)IPO，以及腾讯在金融科技领域的吸引力，令市场对腾讯在金融科技机遇上的看法更趋正面。
【季绩胜预期 汇控升半成】
港股主板今日市宽转弱，主板股票的升跌比率为31比12(上日20为21)，下跌1,208只(跌幅2.7%)；恒指成份股今日12只股份上升，下跌股份38只，升跌比率24为比76(上日为56比38)；大市今日录沽空178.49亿元，占可沽空股份成交1,052.67亿元的16.956%(上日18.565%)。
英国《泰晤士报》报道指，英国监管机构正考虑容许银行明年开始恢复派息，汇控第三季季绩胜预期兼考虑恢复保守派息，全日股价弹高4.8%收33.8元，渣打(02888.HK)股价涨1.1%收40.25元。汇控中午公布第三季列账基准除税前利润按年倒退36.4%至30.74亿美元，远高於本网早前综合4间券商介乎17.65亿美元至24.19亿美元的预测。经调整除税前利润按年倒退20.6%至43.04亿美元，同样大幅高於本网早前综合3间券商介乎24.38亿美元至29.19亿美元的预测。
汇控行政总裁祈耀年称，虽然经济环境挑战重重，集团第三季资本及流动资金比率进一步增强，惟是否就2020财政年度派发一次股息须视乎2021年初的经济状况，以及徵询监管机构的结果而定。如果情况允许，集团将寻求派付较为保守的股息。祈耀年称未来将加快扩张亚洲市场，第三季本港保险业务市占率提升，将继续进行相关投资；汇控财务总监邵伟信於电话会议上表示，集团首要将回复派息，其後若有额外资本才会考虑回购。(wl/u)
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