《即日市评》恒指三连跌 美团逼300元关 渣打绩後弱
港股今日期指结算，全日随外围向下。欧美新冠疫情再度恶化，法国周五起封城抗疫、德国收紧防疫限制惟未推禁足令，而美国单日新增7.81万宗新冠确诊，美股道指及纳指昨晚各跌3.4%及3.7%，道指见三个月低位；执笔之时美汇指数回升至93.53、美股道指期货最新升192点或0.7%、美股纳指期货最新升108点或1%。人民币中间价续下调65点报6.7260兑一美元录近两周低，上证综指升0.1%收3,272，深证成指升近1%，沪深两市成交额共7,803亿人民币。
恒指今日先跌後跌幅收窄，今早低开418点，早段曾跌450点一度低见24,258点，午後跌幅曾收窄至29点，最终全日跌122点或0.5%，收24,586点，连跌三日(累跌322点或1.3%)；国指跌7点跌0.1%，收9,955点；恒生科技指数倒升18点或0.3%，收7,675点。大市全日成交总额1,331.86亿元，沪、深港通南下交易录得净流入金额分别为69.83亿及45.24亿元人民币。比亚迪(01211.HK)股价攀升5%收156.6元，获美银证券上调目标价至179元。
【美团创新高 逼近三百关】
科技股个别发展，阿里(09988.HK)全日股价走低1.6%收302.6元，腾讯(00700.HK)盘中曾高见614元一度升2.2%，最终全日涨0.7%收605元；美团(03690.HK)股价曾高见299.8元一度升7.1%创新高，最终全日升6.1%收297.2元，市值升至近1.75万亿元。瑞信发表报告表示，美团为内地外卖市场平台的领导营运商，具良好的执行力，该行重申对其「跑赢大市」评级，上调对其目标价，由300元升至310元。
瑞信认为，在新冠疫情下，美团未来可受惠於内地户线上渗透率(包括外卖及线上的市场推广)加快，藉改善商户组合，可提升订单平均金额、及迎来潜在更强广告需求，指公司结构性推动力因素稳固。该行料美团今年第三季外卖业务平台的订单量及总交易金额，可按年各升30%及36%，相信其变现率按季可保持稳定。
【沽空率上升 渣打绩後弱】
港股主板今日市宽转弱，主板股票的升跌比率为17比26(上日16为26)，下跌股份1,012只(跌幅2.5%)；恒指成份股今日15只股份上升，下跌股份34只，升跌比率为30比68(上日为18比80)；大市今日录沽空209.86亿元，占可沽空股份成交1,106.31亿元的18.969%(上日17.808%)。
渣打集团(02888.HK)中午公布第三季业绩，全日股价走低3.1%收37元。渣打公布管理层中期报告，今年第三季基本除税前溢利7.45亿美元，按年下跌39.8%。除税前法定溢利录4.35亿美元，按年下跌60.6%，逊於本网综合5间券商预测的料介乎4.77亿至5.48亿美元。期内，按基本表现，经营收入按年下跌11.5%至35.19亿美元，经营支出按年减少0.8%至24.8亿美元。集团财务总监Andrew Halford於电话会议中表示，派息及回购皆是集团会考虑的回报股东方式，近年两种方式亦有采用。
高盛表示，渣打今年第三季基本税前溢利(撇除了借方评价调整(DVA)因素)7.67亿美元，高於该行及市场原预期36%及53%，主要受惠於信贷减值较预期为少，并指渣打季内收入、成本及拨备前利润均符预期。该行料渣打上季业绩对股价影响不会太大，因主要受信贷拨备减少所影响，从早前不少欧美银行公布业绩，市场早已有所预期，料渣打股价走向，要视乎管理层对明年营运收入指引而定。
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