《即日市评》科技股回升 腾讯上季纯利胜预期
受友邦(01299.HK)及银行股拖累，恒指今日持向下。美股昨晚个别发展，道指偏软，标普500指数及纳指上升，投资者再次把焦点由经济敏感股转向美国科技股；执笔之时美汇指数升至93.1，道指期货最新跌213点或0.7%、纳指期货最新跌44点或0.4%。国家财政部指高度关注地方政府违规举债行为，会采取一系列措施进行规范，以确保不发生风险，A股个别发展，上证综指跌0.1%收3,338，深证成指升0.5%，内地创业板指数升0.7%，沪深两市成交额共7,081亿人民币。
恒指今日反覆偏软。大市今早高开182点，早段曾升233点一度高见26,460点，其後回落倒跌155点，全日跌57点或0.2%，收26,169点，连跌两日(累跌132点或0.5%)；国指升38点或0.4%，收10,579点；恒生科技指数升241点或3.2%，收7,706点。大市全日成交总额1,671.35亿元，沪、深港通南下交易录得净流入金额分别为9.65亿及19.23亿元人民币。
【腾讯收市放榜 纯利胜於预期】
科技股反弹，阿里(09988.HK)、美团(03690.HK)及小米(01810.HK)股价各回升1.9%、5.8%及3.6%。高盛发表报告表示，预计到2025年内地线上杂货销售将占全国杂货销售的近一半，线上杂货市场规模将达到7万亿人民币，该行基於美团的跨城市业务、美团精选，美团闪购和美团杂货店的综合商业模式，决定将杂货店业务的扩张纳入该行预测。该行对美团目标价由256元上调至349元。
腾讯(00700.HK)全日股价上扬4.7%收577元。腾讯收市後公布截至今年9月底止第三季业绩，纯利385.42亿元人民币，按年升89%，优於本网此前合15间券商料介乎259.79亿至337.9亿人民币预测；非国际财务报告准则纯利323.03亿元，按年增长32%，符合本网综合17间券商预测介乎295.49亿至333.85亿元人民币(中位数为314.88亿人民币)；期内收入1,244.47亿人民币，按年升29%。
腾讯指第三季增值服务收入按年升38%，网游收入增长45%至414.22亿人民币，优於本网综合8间券商预测介乎371.08亿至408.94亿元人民币，主要由包括《和平精英》及《王者荣耀》在内的国内及海外智能手机游戏的收入增长所推动。而社交网络收入增长29%至283.8亿元人民币。
【沽空率上升 吉利有支持】
港股主板今日市宽略转弱，主板股票的升跌比率为21比21(上日21为23)；恒指成份股今日17只股份上升，31只股份下跌，升跌比率为34比62(上日66比30)。大市今日录沽空235.97亿元，占可沽空股份成交1,450.63亿元的16.267%(上日11.83%)。
部份汽车股弹高，吉利(00175.HK)升6.5%，长汽(02333.HK)及比亚迪(01211.HK)各升8%及12.7%。大和发表报告指，基於吉利产品线稳健，预期其明年销量增长强劲。随着在今年首十个月售出逾100万辆汽车，公司对於超出全年132万辆的销售目标有信心。在2021年，公司计划推出4至5款新型号。该行期望公司在2021年升级旗舰车型後，会见强劲的销售贡献，该行将吉利12个月目标价，由原来的18.6元上调至22.3元，维持「买入」投资评级。(wl/u)
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