《即日市评》科技股领涨大市 港疫情恶化 港视急弹高
受腾讯(00700.HK)及友邦(01299.HK)等升势带动下，恒指今日回升。美参议院多数派领袖麦康奈尔同意恢复新一轮刺激经济措施磋商，美股道指及纳指昨晚各升0.2%及0.9%，但全球多国新冠疫情蔓延，国基会(IMF)警告疫情恶化，指G20应尽快提供财政刺激；执笔之时美汇指数跌至92.33，美股道指期货最新跌187点或0.64%、美股纳指期货最新跌16点或0.13%。11月LPR继续维持不变，符合市场预期，上证综升0.4%收3,377，深证成指升0.5%，内地创业板指数升0.8%，沪深两市成交额共7,510亿人民币。
恒指高开49点，早段曾倒跌43点一度低见26,313点，其後再度上升，曾高见26,564点一度升207点，最终全日升94点或0.4%，收26,451点；国指跌2点或不足0.1%，收10,553点；恒生科技指数升94点或1.2%，收7,997点。大市全日成交总额1,326.4亿元。沪、深港通南下交易录得净流入金额分别为23.56亿及33.41亿元人民币。本港疫情急速恶化，部份「宅」在家概念股抽上，港视(01137.HK)股价抢升12.4%收12.36元，成交额2.26亿元，CEC国际控股(00759.HK)及日清食品(01475.HK)股价各涨11.6%及3%。
恒指本周累升294点或1.1%、国指本周累升8点或0.08%、恒指科技指数本周累升58点或0.7%。市场聚焦美国药厂对新冠疫苗的利好消息，但欧美新冠疫情恶化引发更多经济关停忧虑。
【科技股受捧 港视急弹高】
科技股有买盘支持，腾讯及阿里巴巴今日股价各上扬2.6%及3.2%，美团(03690.HK)股价涨3.5%，网易(09999.HK)公布季绩後抽上，全日股价走高5.7%收141.8元。野村发表报告表示，网易第三季收入及盈利均优於预期，维持对其「买入」评级及目标价169元，正检讨对其盈利预测。
野村指，网易第三季收入按年升27%，优於市场及该行原预期升24%，主要是创新及其他业务净收入按年升42%，对比该行原预期升25%；网易上季非公认会计准则下营运毛利率按年跌7.8个百分点至19%，但仍较该行原预期高出1.5个百分点，相信是市场推广支出增幅(按年升114%)较该行原预期(料升121%)轻微较少。
【创科有支持 航空股俏升】
港股主板今日市宽改善，主板股票的升跌比率为21比20(上日18为23)；恒指成份股今日12只股份上升，36只股份下跌，升跌比率为24比73(上日29比65)。大市今日录沽空173.6亿元，占可沽空股份成交1,114.14亿元的15.581%(上日15.307%)。
创科实业(00669.HK)股价走高3.3%收108元，部份航空股俏升，中远海控(01919.HK)全日股价扬7.9%，中远海运港口(01199.HK)股价弹4%。摩根士丹利发表报告指，假如欧美「封城」持续并扩大，料有14只中港股份将受惠於出口订单市占提升又或可跑赢，当中包括是家电、出口物流、汽车零件等。该行指出踏入冬季欧美疫情持续，而各地政府亦正收紧封城政策等，部分已发展市场或会有大规模、持久的封城措施，以下三个类别的企业将受惠。
受惠居家抗疫，消费者或会做更多家务包括煮食、清洁等，对家电需求将提升，有利包括JS Global(01691.HK)及海尔智家(600690.SH)。而中国出口物流商如中远海运港口、中远海控、嘉里物流(00636.HK)、招商局港口(00144.HK)及中国外运(00598.HK)将受惠，主要因为海外出口市场份额提升，而整体而言出口增加亦会带动航运、仓储及物流的需求。而在制造业方面，该行认为在欧美有竞争对手的企业将受惠，包括是潍柴动力(02338.HK)。
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