港股收評：恆指震盪收跌0.21%，美團大漲6%再創新高
今日港股主要指數波動明顯，恆指盤中幾度轉漲，尾盤再度轉跌，收跌0.21%報24886點，恆生科技指數漲0.57%。大市成交額1728億港元。
盤面上，特斯拉概念強勢，贛鋒鋰業大漲超10%，軍工股、家電股、體育用品股、建材水泥股普遍上漲；銀行股午後略有回落，手遊股崛起，半導體、光伏板塊全天呈下跌走勢，中芯國際跌6.5%；恆生科技股分化嚴重，螞蟻集團暫緩上市，阿里巴巴跌7.5%，螞蟻金服概念股亦普跌；騰訊收跌1.59%；雙11受益股小米漲7.88%、聯想集團8.3%，美團升6%再創新高，京東盤中亦破頂。
數據來源：Wind
具體來看：
受新能源汽車產業政策利好影響，特斯拉概念股上漲，贛鋒鋰業漲超10%創歷史新高，耐世特、恆大汽車、福耀玻璃等跟漲。
Saas概念走強，金蝶國際漲超10%，明源雲中國有贊、匯付天下等跟漲。花旗日前報告稱，由於金蝶在利潤較高的大型客户方面擴展雲業務，故上調其2020至2022年盈利預測2%至3%，目標價由23港元升至25.5港元，維持“買入”評級。
物管股延續漲勢，創毅控股漲超11%，鑫苑服務、碧桂園服務、濱江服務等跟漲。
建築材料板塊普遍上漲，美固科技漲近8%，泰林科建、海螺水泥、佳辰控股等跟漲。消息面上，水泥需求開始恢復，從9月份開始，行業進入傳統旺季，需求恢復加快，價格開啟新一輪的漲價週期。
新能源物料板塊走弱，福萊特玻璃跌近10%，信義光能跌超7%，天能動力、中華燃氣、保利協鑫能源等跟跌。
半導體板塊大幅回落，未能延續昨日強勢。華虹半導體跌超10%，中芯國際跌6.5%，腦洞科技、節能元件、太睿國際等跟跌。
受螞蟻集團推遲上市影響，螞蟻概念股大跌，阿里巴巴跌超7%，中國動向、雲鋒金融、新華保險紛紛下行。
個股方面：
小米集團今日大漲近8%，收報23.95港元，總市值5779.65億港元。數據顯示，11月1日至3日期間，小米手機在天貓、京東、蘇寧易購安卓手機累積銷量第一。
同樣身為雙十一受益股的聯想也漲超8%，最新總市值639.19億港元。
美團今日一度大漲近8%，再創新高。截至收市，漲6.01%，報313.8港元，總市值18455億港元。有消息傳言稱，美團正在考慮最快明年在中國內地上市。
港股通方面，鄭煤機大漲12%，神州租車、海吉亞醫療、贛鋒鋰業漲幅居前；華虹半導體、福萊特玻璃、信義光能跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入77.89億港元，滬港通淨流入52.47億港元，深港通淨流入25.42億港元。
數據來源：Wind
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
