《即日市评》特朗普称胜出 港股跌成交增 阿里受压
市场关注美国总统大选，特朗普称自已明显胜选，港股今日反覆下跌。美国总统大选因多个州份未完成点票出现悬持局面，特朗普在关键州份全数领先，他於美国东岸时间深夜发表简短演说，认为自己已明显胜出大选；执笔之时美汇指数回升至94、道指期货最新跌63点或0.2%、纳指期货最新升288点或2.6%。内地「十四五」期间推动金融、房地产与实体经济均衡发展，上证综指升0.2%收3,277，深证成指涨0.6%，内地创业板指数升0.2%，沪深两市成交额共7,297亿人民币。
港股今日反覆上落。恒指低开149点，曾跌206点一度低见24,733点，亦曾倒升153点，最终跌53点或0.2%，收24,886点；国指升27点或0.3%，报10,099点；恒生科技指数升43点或0.6%，报7,758点。大市全日成交总额按日升逾33%至1,728.28亿元。沪、深港通南下交易录得净流入金额分别为52.4亿及30.42亿元人民币。
【蚂蚁停上市 阿里股价挫】
蚂蚁集团(06688.HK)煞停A+H股上市，阿里巴巴(09988.HK)全日挫7.5%报277.2元，港交所(00388.HK)跌1.7%报371.6元。蚂蚁昨晚宣布，接获中国内地相关监管机构的通知，由於公司实际控制人及执行董事长、总经理被监管约谈以及金融科技监管环境发生变化等重大事项事项，可能会使得公司不符合相关发行上市条件，或者信息披露要求，因此决定暂缓公司的A股於科创版上市；其H股上市亦同时暂缓。
美银证券发表报告表示，无须高估蚂蚁集团暂缓H股上市对港股成交额的影响，不认为单一新股或公司可以改变对港交所的前景。报告又指，根据蚂蚁的集资规模及市值，该行预计其短期及长期而言对港股成交额的贡献分别为2%及5%，相对於腾讯占今年总成交额约7.7%。该行相信，蚂蚁暂缓上市短期内对港股成交额带来影响，但预期在今年底至明年仍有更多来港第二上市或新上市的公司。
【美团破顶升 小米受追捧】
港股主板今日市宽改善，主板股票的升跌比率为22比19(上日27为16)；恒指成份股今日27只股份上升，下跌股份19只，升跌比率为54比38(上日为94比4)。大市今日录沽空224.91亿元，占可沽空股份成交1,434.21亿元的15.682%(上日14.489%)。
美团(03690.HK)股价破顶升6%报313.8元，市值突破1.8万亿元。中信证券发表报告，预计美团今年第三季外卖的平均每日订购量增加30%，平均订单价值(AOV)增加6%，实现率为13.3%/跌0.6个百分点，经调整经营毛利率为3.6%/增1.5个百分点；该行预计，美团今年第三季新业务经调整经营亏损23.4亿人民币。该行料美团的核心业务延续强劲表现，在此基础上，集团下注培育下一个增长点，将为平台生态增加更大价值。该行维持美团「买入」评级，目标价290.6港元。
小米(01810.HK)升7.9%报23.95元。中银国际发表报告，引述市场研究指小米第三季的智能手机全球付运量按季增长64%或按年增45%至4,710万部，成为全球第三大原厂委托设计(ODM)智能手机品牌。该行重申公司「买入」投资评级，认为全球智能手机市场的复苏，以及华为在智能手机市场的萎缩提供了独特的机会。小米不但可以受惠於智能手机市场份额增长，而且可以通过增强其全球分销及品牌，加快其物联网销售。(wl/u)
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