港股收評：恆指大漲1.96%，通信設備股普漲中興飆升7.5%
今日，港股市場延續上漲行情，主要指數均大幅收漲。恆指盤中一度站上25000點，收漲1.96%報24939點，恆生科技指數漲1.7%。盤面上，半導體、手機概念股強勢大漲，舜宇漲近8%；電訊設備股反彈明顯，中興通訊止跌漲7.5%；香港9月零售貨值跌幅收窄，香港本地股全線走強；保險股、銀行股、石油股持續活躍，助力大市走高；電池股、光伏股回落明顯，手遊股延續跌勢。今日南下資金淨流入77.46億港元，大市成交額為1296.32億港元。
電訊設備股普漲。其中， 中興通訊、京信通信均大漲超7%，中國鐵塔大漲5.74%，中國通信服務、酷派集團均大漲超2%。
國家工信部公佈數據顯示，2020年首三季度，3D打印設備、智能手錶等產品生產同比增速均在70%以上，電子及通信設備製造業增加值按年增長8.3%。截至9月底，全國累計建設開通5G基站69萬個。中信建投指出，當前，電訊通信行業配置低，估值較低、業績有兑現。展望2021年，5G與雲仍會推動行業需求向好，疊加近期美國大選將落地，建議關注通信設備商的反彈機會。
電子零件板塊表現造好。其中，舜宇光學科技大漲7.8%，天寶集團、高偉電子均上漲超4%，瑞聲科技、丘鈦科技上漲超3%，信利國際上漲2.3%。
半導體板塊同樣強勢。其中，華虹半導體上漲8.42%，節能元件上漲7.89%，上海復旦上漲5.8%，中芯國際、中電華大科技均上漲超4%。
友邦保險大漲6.27%，報價77.95港元，最新市值為9427.16億港元。自從6月底以來，友邦保險累計反彈23.6%。
摩根大通發表研究報告，指出友邦(1299.HK)剛宣佈獲中銀保監批准開始籌建四川分公司，為友邦中國獲批籌建的首家全資分公司。該行指，歡迎公司這一新進展，認為這為公司增加了未來的增長動力。今後，公司將會在中國三個省份(包括江蘇、廣東及四川)；以及四個城市(包括北京、上海、天津及石家莊)營運。根據國家統計局數據，這些地方佔中國2019年GDP的40%。
今日，南下資金總計淨流入73.58億港元。其中，港股通（滬）淨買入55.67億港元，港股通（深）淨買入17.91億港元。
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