《即日市评》恒指企两万六 科技指数领跑 友邦走强
恒指上周累升1,605点或6.7%後，今日续升及收企两万六关。美国民主党总统候选人拜登早前称他将迈向取得超过300张选举人票并取得胜利，有报道指其与幕僚已就接任美国总统开展工作，而美国共和党籍现任总统特朗普则未承认在大选中落败，并继续循法律途径就选举结果上诉；执笔之时美汇指数跌至92.25、美股道指期货最新升334点或1.2%、美股纳指期货最新升238点或2%。今早人民币兑美元中间价，按日续上调167点报6.6123兑一美元，属2018年6月28日以来逾两年高。上证综指升1.9%收3,373，深证成指升2.2%，内地创业板指数涨近3%，沪深两市成交额共1.08万亿人民币。
港股今早高开444点後，升幅曾收窄至237点一度低见25,950点，其後再度回升至26,000点楼上，全日升303点或1.2%，收26,016点，升至近四个月高位；国指升135点或1.3%，收10,633点；恒生科技指数攀升241点或3%，收8,394点。大市全日成交总额1,684.53亿元，沪、深港通南下交易录得净流入金额分别为17.83亿及23.98亿元人民币。
【收企两万六 科技股弹高】
市场料拜登或可胜选美国总统，憧憬中美紧张关系或可稍为缓和。本港上市的科技及手机设备股弹高，腾讯(00700.HK)及阿里(009988.HK)股价各涨1.3%及2.9%，舜宇(02382.HK)及瑞声(02018.HK)股价分别升8.1%及4.9%，中兴(00763.HK)股价弹高5.9%收22.3元。
招银国际近日发表报告，估计拜登当选美国总统、美国民主共和两和党各掌参众两院机会最高。如果拜登当选，料美经济复苏可能会更加强劲，预计新一轮刺激措施和政策明晰度将提升市场情绪。拜登的经济议程包括大量政府支出，其中包括基础设施，绿色能源，医疗保健等方面的优先事项，这可能超过增税。由於拜登政策政策被认为是通货紧缩的，有利於像银行和保险公司这样的金融机构。清洁能源领域也将从需求增加中受益，电讯、媒体及科技设备领域的情绪将因美中关系略有改善而改善。
【友邦绩後扬 领展呈偏好】
港股主板今日市宽向好，主板股票的升跌比率为28比16(上日22为19)；恒指成份股今日35只股份上升，13只股份下跌，升跌比率为70比26(上日64比32)。大市今日录沽空229.67亿元，占可沽空股份成交1,406.23亿元的16.332%(上日15.537%)。
友邦(01299.HK)全日股价上扬2.2%收82.3元。高盛指友邦今年第三季新业务价值为7.06亿美元，符合市场预期的7.12亿美元，并优於该行预期的6.7亿美元，虽然按年计大跌28%，但意味按季增长22%，主要是受到年化新保费按季强劲上升24%所推动。该行表示，集团在东盟市场有强劲复苏，第三季在新加坡及马来西亚的新业务价值按季增长逾倍，并明显高於去年同期水平。
此外，领展(00823.HK)全日每基金单位涨0.5%收63元。花旗发表报告，虽然在新冠疫情的影响下，领展中期总体业绩较原先指引为佳，公司每基金单位中期分派1.4165元按年微升0.1%表现稳定，占该行原先对其全年预测48.8%。(wl/a)
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