《即日市评》恒指本周累涨千六点 阿里绩後股价走疲
市场观望美国总统大选结果，港股今日反覆靠稳。美联储局维持联邦基金指标利率於0至0.25%区间不变，主席鲍威尔强调联储局仍有大量手段可以帮助经济复苏；美国大选未有结果，据《美联社》推算在选举人票方面，争取连任的总统特朗普有214张，仍落後有264张的民主党候选人拜登，而特朗普阵营继续在部分州分掀起「法律战」；执笔之时美汇指数跌至92.49、美股道指期货最新跌156点或0.6%、美股纳指期货最新跌123点或1%。人民币即期收升185点至6.6215兑一美元，盘中续创28个月新高。上证综指3,300点失而复得，全日跌0.2%收3,312，深证成指跌0.4%，内地创业板指数下滑近2%，沪深两市成交额共8,785亿人民币。
港股今日反覆偏好。恒指今早高开54点，最多升104点一度高见25,799後反覆回软，恒指最终全日靠稳升17点或0.07%，报25,712点；国指升18点或0.2%，报10,497点；恒生科技指数则跌29点或0.4%，报8,152点。大市成交总额1,645.55亿元。沪、深港通南下交易全日录得净流入金额分别为8.07亿及4.52人民币。
恒指本周累升1,605点或6.7%、国指本周累升737点或7.6%、恒生科指本周累升618点或8.2%。而投资者观望美国大选情况，金融及科技股受追捧，而本周二(3日)晚蚂蚁集团(06688.HK)(688688.SH)宣布暂缓A+H上市，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。
【阿里绩後软 小米有支持】
科技股今日个别发展，腾讯(00700.HK)盘中曾高见627元新高，但最终全日倒跌1.7%收614.5元。阿里巴巴(09988.HK)在公布业绩後股价向下，在全日低位收市，跌幅4.3%收282元。麦格理发表报告表示，阿里巴巴第二财季季盈利表现稍胜预期，已在市场预期之内，股价调整相信是反映市场担心对其基本面正监管风险，对其信心稍为转弱，而非基於第二财季业绩表现，若股价调整幅度持续，该行相信为良好买入机会，维持「跑赢大市」评级。
小米(01810.HK)全日股价上扬3.5%收25.1元。花旗发表报告表示，小米在今年开发者大会上分享了对於科技可如何改善生活品质的愿景。该行指出，公司在智能手机的声学、显示屏、镜头及连接性方面引入了多项创新。相机仍然是其智能手机的主要区别领域，重要发展包括有AI、处理能力、光学性能及潜在的可缩放设计等；此外，小米持续加强物联网生态系统的发展及增加其竞争优势。
【沽空率回落 东风股价飙】
港股主板今日市宽转弱，主板股票的升跌比率为22比19(上日34为11)；恒指成份股今日32只股份上升，16只股份下跌。大市今日录沽空212.66亿元，占可沽空股份成交1,368.78亿元的15.537%(上日16.875%)。
汽车股个别发展，比亚迪(01211.HK)一度破顶最高见210元，全日倒跌1.6%报194元。东风集团(00489.HK)H股股价急升26.7%收7.6元。瑞信发表报告表示，引述东风集团管理层称其在A股上市计划，料或可於今年年底完成，每股作价将不低於15元人民币(其账面值)，此较其目前H股股价有较大价差，该行估计东风管理层或会采取措施，估计其或会上调派息比率至30%以上、进行股份回购及母公司进行增持，以提振东风H股的股价。
瑞信表示，重申对东风集团「跑赢大市」评级，上调目标价由10元升至10.8元，指公司为该行在内地汽车股的首选股。(wl/a)
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