港股市场导报：大市回调，汽车和内需续有资金追捧
机构：海通证券
市场忧虑美国新冠疫情恶化将拖慢经济复苏进程，港股跟随美股回吐。恒指低开83点後，跌幅曾扩大至232点见26311点，最终收报26356点，跌187点或0.7%。国指跌84点或0.8%，收报10555点。恒生科技指数跌68点或0.9%，收报7903点。大市成交额为1319.3亿元。
主要蓝筹方面，腾讯控股(0700 HK)跌2.7%，友邦保险(1299 HK)跌1.8%，滙丰控股(0005 HK)跌0.3%。中国移动(0941 HK)和香港交易所(0388 HK)各升0.1%，小米集团(1810 HK)旗下红米Note系列销量突破1.4亿部，股价升5%。中资金融股份普遍向下。
内银方面，工商银行(1398 HK)、中国银行(3988 HK) 和建设银行(0939 HK)跌1.3-2.3%。内险方面，中国平安(2318 HK)跌0.4%，中国人寿(2628HK)跌1.9%。其他科技相关股份方面，美团点评(3690 HK)跌2%，网易(9999 HK)跌1.3%。软件股份方面，金蝶国际(0268 HK)跌4.5%，金山软件(3888 HK)跌2.4%。
手机设备板块方面，通达集团(0698 HK)升6.4%，舜宇光学科技(2382 HK)和瑞声科技(2018 HK)跌2.6%及1.3%。内房相关和水泥股份偏软。前者方面，融创中国(1918 HK)、中国海外发展(0688HK) 和世茂集团(0813 HK) 跌2-2.8%，物管股份如碧桂园服务(6098 HK) 和雅生活服务(3319 HK)跌4.7%及4.6%。
後者方面，中国建材(3323 HK) 、海螺水泥(0914 HK)和华润水泥控股(1313 HK)跌2.6-2.8%。汽车和内需股份继续跑赢大市。前者方面，市传内地多地出台年底促消费新举措，汽车消费及免税消费成重点，广汽集团(2238 HK)急升9.9%，东风集团股份(0489 HK)升4.6%，长城汽车(2333 HK)及吉利汽车(0175 HK)亦分别升1.9%及0.4%。後者方面，百威亚太(1876 HK)、华润啤酒(0291 HK)、中国旺旺(0151 HK)和维达国际(3331 HK)升4.4-5.5%。体育用品股份表现亦向好，李宁(2331 HK)及安踏体育(2020 HK)各升2.6%。
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