《即日市评》恒指曾越两万五 友邦成升市「火车头」
受友邦(01299.HK)、汇控(00005.HK)等金融股带动下，恒指今日一度升越两万五关。市场观望美国大选结果。道指及标普500指数昨晚反覆各升1.6%及0.4%；执笔之时美汇指数回落至93.75、道指期货最新升311点或1.2%、纳指期货最新升77点或0.7%。国家主席任习近平强调要推动改革和发展深度融合高效联动，努力实现市场准入畅通，上证综指升1.4%收3,271，深证成指涨1.2%，内地创业板指数升1.3%，沪深两市成交额共7,847亿人民币。
恒指高开229点，其後升幅曾扩大至588点一度高见25,048点，全日升479点或2%，收24,939点；国指升134点或1.4%，收10,071点；恒生科技指数升128点或1.7%，收7,714点。大市全日成交总额1,296.32亿元，沪、深港通南下交易录得净流入金额分别为55.3亿及22.16亿元人民币。
【曾越两万五 友邦领大市】
金融股领航大市，友邦全日股价抢高6.3%收77.95元，单股为大市贡献144点升幅，成升市「火车头」。瑞信发表报告指友邦获中银保监批准筹建四川分公司，情况符合该行预期。该行认为这是友邦的里程碑，因为是友邦中国自今年7月在内地成功设立独资人身保险子公司後，获批筹建的首家分公司。该行又指，以当地GDP及人口计算，相信四川业务将为友邦中国的现有市场分别带来16%及31%增长(句括销售及服务中心)。
汇控全日股价上扬3%收33.8元。高盛发表报告引述汇控管理层指出，将逐步与客户商讨以解决如何应对低息的影响，并随着时间的推移逐步向收费模式过渡；至於亚洲业务仍处艰难时候，但8至9月份有稳定迹象。该行指，由於汇丰是全球第三或第四大美元清算机构，因此集团没有计划完全退出美国业务，但认为有必要解决美国(零售)及分隔银行(NRFB)的低利润率问题。
【吉利长汽扬 舜宇受追捧】
港股主板今日市宽改善，主板股票的升跌比率为27比16(上日24为18)，上升股份1,065只(升幅2.8%)；恒指成份股今日47只股份上升，下跌股份2只，升跌比率为94比4(上日为70比28)。大市今日录沽空150.67亿元，占可沽空股份成交1,039.86亿元的14.489%(上日17.931%)。
国务院昨天收市後公布，《新能源汽车产业发展规划(2021-2035年)通知，其中重点包括到2025年新能源汽车新车销售量，要占总新车销售约20%，部份中资汽车股受追捧，吉利(00175.HK)股价破顶上扬5.5%收19.08元，长汽(02333.HK)股价涨7.1%。花旗发表报告表示，对吉利汽车前景更具信心，预期5款新产品将刺激销售，上调2021至2023年销售预测，重申为行业首选，目标价由30元升至41元，评级「买入」。
此外，舜宇(02382.HK)全日股价升7.8%收141元。摩根大通发表报告表示，重申对舜宇「增持」评级及目标价155元，相信公司基本面持续良好，料受失去华为订单的影响较少；此外，该行透过供应链渠道了解到，舜宇在争取苹果公司(AAPL.US)旗下iPad镜头项目进展良好，未来甚至有机会进一步争取iPhone镜头订单。
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