《即日市评》恒指守两万六 腾讯绩後强 美团冲高
恒指今日先跌後靠稳，科技股续弹高。新冠疫情反弹再度影响大市，美股道指昨晚跌1.1%，市场关注中美关系发展，美国总统特朗普公布行政命令，禁止美国人或企业投资於部分由中国军方拥有或控制的公司，所涉及企业包括中交建(01800.HK)、中联通集团、中电信集团、中移动集团及华为等，指美国投资者在明年1月11日早上开始不能再买卖上述31间公司的证券及衍生产品。执笔之时美汇指数升至92.92，美股道指期货最新升134点或0.5%、美股纳指期货最新升82点或0.7%。而国家外交部称中方尊重美国人民选择及向拜登当选表示祝贺，上证综指跌0.9%收3,310，深证成指跌0.3%%，沪深两市成交额共7,271亿人民币。
恒指今早低开54点，早段曾跌260点低见25,909点，其後跌幅曾收窄，并以全日高位26,156点收市，跌12点或0.05%。国指跌34点或0.3%，收10,545点；恒生科技指数升233点或3%，收7,939点。大市全日成交总额1,514.07亿元，沪、深港通南下交易录得净流入金额分别为19.26亿及24.43亿元人民币。恒指季检结果今日收市後公布结果，美团(03690.HK)全日升6.6%报305.8元。
恒指本周累升443点或1.7%、国指本周累升47点或0.5%、恒生科技指数今本周累跌212点或2.6%。市场关注美国总统大选结果、辉瑞及BioNTech新冠疫苗测试显示有效率逾九成，消息令传统经济股弹高。此外，内地市场监管总局发布《关於平台经济领域的反垄断指南》，令人关注有新的反垄断措施，触发科技股高位调整。
【腾讯绩後扬 中移挫半成】
阿里(09988.HK)及小米(01810.HK)今日股价各涨1.6%及4.3%，腾讯(000700.HK)全日股价弹高4.3%，因上季业绩优於市场预期。花旗发表报告维持腾讯「买入」投资评级，目标价由原来的649元上调至734元，指公司交出另一个稳健的季度业务，归因於其手机游戏收入按年增长61%，跑赢大市；而经调整纯利亦按年增长32%至320亿元人民币。该行相信，公司管理层很好地舒缓了投资者对监管问题的忧虑，表明管理层对公司的开放平台理念有信心，及在推动各种战略业务计划方面做法审慎。
不过，中资电讯股及部份基建股捱沽，中移动(00941.HK)挫5%收50元，联通(00762.HK)及中电信(00728.HK)股价各下滑6.6%及7.8%；中国建筑(03311.HK)跌6.1%，中铁建(01186.HK)走低4.1%。杰富瑞近日发表报告表示，每当华为受到美国攻击或需要支持之时，内地电信公司都必须承担费用。根据美国DPR，华为将不被批准采购美国部件以生产5G网络设备。实际上在美国DPR生效(2020年5月)之前，内地电信公司於今年5G资本开支指引就已经低於预期。
【沽空率下降 瑞声绩後涨】
港股主板今日市宽转弱，主板股票的升跌比率为17比24(上日21为21)，下跌股份988只(跌幅2.4%)；恒指成份股今日17只股份上升，32只股份下跌，升跌比率为34比64(上日34比62)。大市今日录沽空198.28亿元，占可沽空股份成交1,288.28亿元的15.391%(上日16.267%)。
瑞声(02018.HK)全日股价反覆升1.9%收44.9元。高盛发表报告表示，瑞声第三季纯利按年跌38%至4.3亿元人民币，较该行及市场原预期各低出28%及31%，毛利率仅录23.6%，较该行及市场原预期各26.2%及27.4%为低，营业费用率按季改善，但仍较2019年第三季为高，高於该行及市场原预期各13%及14.3%。但该行引述瑞声管理层指旗下玻璃晶圆级镜可於明年上半年开始付运，今年亦会付运玻璃镜头100万个，并可支持其混合镜头明年付运表现。(wl/a)
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