《即日市评》恒指成交急增四成 科指吐5% 汇控弹高
辉瑞及BioNTech新冠疫苗测试显示有效率逾九成，消息令传统经济及旅游股抽高，但触发受益於「宅在家」的新经济股急吐，港股今日个别发展。辉瑞指新冠疫苗在达到所需安全里程碑後，会立即向美国食品药品监督管理局(FDA)提交紧急使用授权(EUA)，美股道指昨晚升3%，但纳指跌1.5%；执笔之时美汇指数回升至92.66，美股道指期货最新升61点或0.2%、美股纳指期货最新跌1点或0.01%。人民币兑美元即期今日收跌313点，报6.6041兑一美元，内地公布10月CPI按年升0.5%、10月PPI按年跌2.1%(市场原料跌1.9%)，上证综指跌0.4%收3,360，深证成指跌1%，内地创业板指数跌1.5%，沪深两市成交额共9,812亿人民币。
恒指今早高开457点报26,474点，但已为全日高位，午後升幅曾收窄至25点见26,041点，全日升285或1.1%，收26,301点，连升四日(累涨1,415点或5.7%)；国指倒跌46点或0.4%，收10,586点；恒生科技指数急吐432点或5.2%，收7,961点。大市全日成交总额增至2,338.09亿元按日升39%，录四个月高，沪港通南下交易录得净流出金额1.14亿元，深港通南下交易录得净流入金额10.28亿元人民币。辉瑞及BioNTech新冠疫苗取得突破，合作夥伴复星医药(02196.HK)股价升14.2%报37.35元。
【科指吐半成 汇控渣打弹】
科技股有沽压，腾讯(00700.HK)全日下滑4.4%收595元，阿里巴巴(09988.HK)及京东(09618.HK)各下挫5.1%及8.8%，而小米(01810.HK)股价走低4.3%收24.45元。内地市场监管总局发布《关於平台经济领域的反垄断指南(徵求意见稿)》平台经济领域垄断协议主要是指平台经营者、平台内经营者排除、限制竞争的协议、决定或者其他协同行为。台经营者与交易相对人达成排他性协议，可能构成《反垄断法》第十四条规定的其他垄断协议。
新冠疫苗消息令传统经济股弹高，作为「百业之母」的国际银行股抽上，汇控(00005.HK)全日股价上扬8.2%收37.7元，渣打集团(02888.HK)股价涨10.5%收42元，恒生(00011.HK)股价亦走高4.3%。航空股俏升，国泰航空(00293.HK)股价飙升14.1%收6.41元，国航(00753.HK)股价上扬13.7%。濠赌股亦有支持，金沙中国(01928.HK)及银娱(00027.HK)股价分别升6.9%及4.1%，永利澳门(01128.HK)飙升近一成。
【沽空率下滑 中海油飙升】
港股主板今日市宽略转弱，主板股票的升跌比率为22比21(上日28为16)；恒指成份股今日37只股份上升，13只股份下跌，升跌比率为74比26(上日70比26)。大市今日录沽空272.16亿元，占可沽空股份成交2,040.29亿元的13.339%(上日16.332%)。
中资石油股向上，中石油(00857.HK)全日股价抢高6.4%报2.48元、中海油(00883.HK)股价飙升近14%报8.41元，中石化(00386.HK)股价扬9.9%。美银证券发表报告表示，因OPEC+可能会调整减产协议，加上美药厂宣称旗下研发新冠疫苗有效性逾90%，布兰特期油於本周一每桶价格抽高10%，录近六个月以来最大单日幅。监於中海油和中石油与原油价格有高度敏感相关性，料国际油价每桶上涨1美元，将导致中海油和中石油明年盈利预测分别上涨5.9%或4.2%，一旦油价获得支撑，料将触发两股股价迅速上升。
美银证券认为随着中国国内需求的复苏以及原油价格触底反弹，行业情况会持续得到改善，喜爱中海油(予目标价10.5元)及中石油(予H股目标价3.6元)，料中海油的资产负债表、成本纪律和可靠的项目渠道(超过30个新项目)可优於同行，而该行亦维持中石油H股「买入」评级，因其估值具有吸引力。
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