《即日市评》传港股通将纳第二上市 港交所及阿里走强
受港交所(00388.HK)、友邦(00005.HK)及阿里(09988.HK)升势带动下，恒指今日持续向上。报道指美国当局准备最快在下月中为民众接种，美股道指及纳指昨晚各涨1.1%及0.2%；美国总务署通知拜登可正式展开交接政权，市传耶伦获提名为美国财长，执笔之时美汇指数处92.23，美股道指期货最新升250点或0.9%、美股纳指期货最新升42点或0.4%。《华尔街日报》引述消息指，美国总统特朗普政府正在推动对中国的新强硬措施，建立一个由西方国家组成的非正式联盟，上证综指跌0.3%收3,402，沪深两市成交额共8,303亿人民币。
恒指高开144点见26,630点全日高位，其後回落并曾倒跌76点，全日升102点或0.4%，收26,588点；国指全日跌53点或0.5%，收10,612点；恒生科技指数升18点或0.2%，收8,107点。大市全日成交总额1,432.42亿元，沪、深港通南下交易全日录得净流入金额分别为18.51亿及14.96亿元人民币。小米(01810.HK)公布季绩前，全日股价回吐1.6%收27.15元。
=
【传扩港股通 港交所强势】
港交所(00388.HK)全日股价抢高4%收392元。特首林郑月娥与早前访京争取中央惠港措施，新一份施政报告因而延至明天(25日)公布。据《星岛日报》报道，中央支持的其中一项惠港金融措施，是扩大「互联互通」计划。
据报实施六年的沪深港通机制将扩大涵盖范围，内地投资者南下资金，将可买卖本港上市的生物科技股及第二上市股份，届时，「北水」可投资阿里巴巴(09988.HK)、京东(09618.HK)、网易(09999.HK)等重磅科技股。而阿里、京东及网易今日股价各上扬2.3%、1%及1.5%。
【沽空率上升 汇控渣打涨】
港股今日市宽转弱，主板股票的升跌比率为21比22(上日为33比13)，恒指成份股今日28只股份上升，下跌股份18只，升跌比率为57比37(上日为88比8)；大市今日录沽空204.39亿元，占可沽空股份成1,217.17亿元的16.792%(上日为15.455)。
而汇控(00005.HK)股价涨1%收39.75元，渣打(02888.HK)股价走高3%收47.4元。摩根大通发表报告指，据《彭博》等媒体消息报道，英国监管机构或会逐个按情况考虑放松对银行恢复派息的限制，而该行的基本情境仍然假设今年不会派发股息，但相信市场或会憧憬汇控及渣打有较高机会恢复派息，预料可支持股价表现。
摩通又认为，拜登胜出美国总统大选令地缘政治风险缓和，及今年第三季业绩强劲，亦是支持两间银行近期股价表现的因素。摩通偏好渣打多於汇控，因汇控在英国的业务较渣打多，更容易受英国退欧不明朗性影响。该行对渣打评级为「增持」，目标价49元；汇控评级则为「中性」，目标价33.5元。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
