《即日市评》港股续跌汇控吐 腾讯升穿600元大关
受汇控(00005.HK)及中国平安(02318.HK)拖低下，港股今日向下。美股昨晚个别发展，道跌0.8%但纳指升0.6%，美国总统特朗普承认在11月3日大选之前不会有刺激经济方案，因白宫与美国民主党以及参议院共和党之间仍存在分歧；执笔之时美汇指数回升至93.27、美股道指期货最新跌463点或1.7%、美股纳指期货最新跌114点或1%。人民币对美元中间价报价行调整报价模型，「逆周期因子」淡出使用，人币即期收升19点报6.7138兑一美元，上证综指升0.5%收3,269，深证成指升0.9%，沪深两市成交额共7,331亿人民币。
恒指低开13点，其後跌幅曾扩大至201点一度低见24,586点，中午前跌幅收窄，午後曾倒升57点一度高见24,844点，收市前再度偏软，最终全日跌78点或0.3%，收24,708点；国指跌39点或0.4%，收9,963点；恒生科技指数升108点或1.4%，收7,656点。大市全日成交总额1,326.24亿元，沪、深港通南下交易录得净流入金额分别为70.83亿及25.98亿元人民币。
【汇控股价吐 平安绩後弱】
汇控(00005.HK)今日股价回吐3.4%收32.65元。麦格理发表报告认为，汇控今年第三季盈利跌幅未及预期般差，主要是受信贷拨备下降支撑，指资本持续有支持及累积较预期快，估计集团可能在明年初宣布恢复派息。但该行认为，纵使汇控今年第四季盈利趋势看来正在回稳，但长远盈利恢复及派息可持续性前路仍然未明，指汇控收入意外地疲软按年跌10%，经营支出却高企，仅下跌3%，导致税前溢利按年跌19%。管理层预期第四季面临进一步压力。该行维持汇控「跑输大市」评级，目标价29港元。
中国平安(02318.HK)全日股价走低3.2%收82元。大和指，中国平安今年第三季寿险业务新业务价值按年跌逾33%(对比首季跌24%及第二季跌25%)，表现逊市场预期，新业务价值毛利率亦意外下滑，该行估计平安上季新业务价值利润率按年下跌至33.2%录四年来表现最差的季度，因产品组合转差，维持对其「持有」评级，将目标价由85元降至80元。
【腾讯与阿里 股价齐破顶】
港股主板今日市宽转弱，主板股票的升跌比率为16比26(上日31为12)，下跌1,039只(跌幅2.6%)；恒指成份股今日9只股份上升，下跌股份40只，升跌比率为18比80(上日为24比76)；大市今日录沽空195.72亿元，占可沽空股份成交1,099.03亿元的17.808%(上日16.956%)。
科技股上扬，腾讯(00700.HK)股价突破600元关，盘中曾见604元新高，全日升2.7%报601元。阿里巴巴(09988.HK)盘中曾见309.4元新高，全日升2.5%报307.4元，美团(03690.HK)升5.3%报280元。
光大证券发表报告表示，美国微信禁令再被法官驳回，仍可正常下载与使用，即使WeChat禁令生效亦不会对腾讯整体业务产生显着影响，因微信在美国以及海外业务体量占比很小，以去年腾讯海外收入占比仍不足5%，其中来自美国的收入占比不足2%。该行称，公司海外业务体量及收入占比小，核心业务游戏收入继续高速增长，增值服务、网络广告、金融科技与云服务均表现出较强的逆周期成长性，微信通过视频内容/广告/小商店有望加速商业生态成长与货币化，因此维持其2020至2022年度盈利预测、目标价为602元及「买入」评级不变。
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