《即日市评》港股止连跌 内银股起舞 吉利涨近14%
恒指连跌四日(累跌811点或3.2%)後，今日受中港金融股及腾讯(00700.HK)带动下，港股呈回升。欧美疫情持续升温，美股上周五(10月30日)收市全线下跌，而投资者观望美国大选情况；执笔之时美汇指数回升至94.26、美股道指期货最新升31点或0.12%、美股纳指期货最新升36点或0.4%。中国10月官方制造业PMI回落至51.4胜预期、中国10月财新制造业PMI升至53.6，创2011年初以来最高；上证综指升0.02%收3,225，深证成指涨1.4%，内地创业板指数升近2%，沪深两市成交额共8,124亿人民币。
恒指高开167点，早段升幅曾收窄至125点见24,232点，其後升幅扩大，尾市曾升378点见24,486点，全日升352点或1.5%，收24,460点；国指升176点或1.8%，收9,936点；恒生科技指数升51点或0.7%，收7,585点。大市全日成交总额1,161.93亿元，沪、深港通南下交易录得净流入金额分别为52.35亿及22.45亿元人民币。腾讯(00700.HK)及阿里(09988.HK)股价各升1.8%及1.6%。
【内银股起舞 季绩呈改善】
中港金融股向上，汇控(00005.HK)及恒生(00011.HK)股价全日各上扬2.2%及2.7%，内银股公布季绩後有支持，工行(01398.HK)、中行(03988.HK)及农行(01288.HK)股价分别走高3.9%、3.3%及6.5%，邮储行(01658.HK)弹高近9%收4.14元。美银证券告表示，内银H股今年第三季度纯利续见改善，由今年上半年按年少赚10%，至今年首九个月跌幅收窄至8.5%；首九个月核心盈利按年上升5%。
美银证券告指，随着中国经济於今年首季见底，银行盈利应已在第二季见底，但内银股股价今年以来股价累跌16%，表现落後市场，估值相当於预测市账率0.5倍已近历史低位，该行估计内银股於未来6至12个内估值水平将修复市账率约0.7倍，并指该行在内银股的首选包括工行(01398.HK)、农行(01288.HK)及光大银行，指目前是长线投资的吸纳机会。美银证券表示，内银股於今年第三季纯利按年平均跌5%，较今年第二季25%跌幅明显收窄，指向行业进一步复苏的趋势，而管理层指引亦变得更为乐观。
【吉利比亚迪 齐弹逾一成】
港股主板今日市宽改善，主板股票的升跌比率为24比18(上日11为32)；恒指成份股今日35只股份上升，下跌股份14只，升跌比率为70比28(上日为16比82)。大市今日录沽空166.01亿元，占可沽空股份成交925.81亿元的17.931%(上日17.331%)。
中资汽车股起舞，吉利(00175.HK)全日股价抽上13.6%收18.08元，成升幅最大蓝筹股。美银证券发表报告表示，吉利汽车行政总裁桂生悦於上周五(10月30日)举行投资者会议，就集团旗下自动驾驶及SEA(浩瀚智能进化体验架构)提供更详细解说，吉利公布计划实现以下目标，第一是2021年在公路乘用车的实现高水平自动驾驶、第二是2023年在道路上实现乘用车自动驾驶高水平、第三是2025年在开放的道路上实现完全自动驾驶。
比亚迪(01211.HK)股价破顶升12.7%。里昂发表告表示，由於电动车(EV)销量强劲，比亚迪2020财年第三季度业绩超出市场预期，该行指，受惠於有利的电动车和电池产品周期，汽车市场继续复苏。该行料比亚迪正在吸引更多的外部客户，并相信这将有助於公司从汽车制造商转型为电动汽车解决方案提供商。该行对其目标价由131元上调至190元。(wl/a)
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