《即日市评》恒指四连升 汇控弹高 但S股纳港股通落空
受汇控(00005.HK)及金融股带动下，恒指今日曾升至两万七关。市场预期新冠疫苗应用後经济复苏，美国总统过渡工作正式展开，美股道指昨晚升1.5%首次在三万点之上收市。另外电报道指美国最快本周公布针对中国措施包括禁投资中芯(00981.HK)；执笔之时美汇指数跌至91.96，道指期货最新升21点或0.07%、纳指期货最新升40点或0.33%。上证综指跌1.2%收3,362，深证成指跌1.8%，沪深两市成交额共8,634亿人民币。
恒指高开231点後，升幅曾扩大452点见27,040点，其後升幅收窄，全日升81点或0.3%，收26,669点，连升四日(累涨312点或1.1%)；国指跌54点或0.5%，收10,557点；恒生科技指数跌185点或2.3%，收7,921点。大市成交总额1,780.61亿元，沪、深港通南下交易全日录得净流入金额分别为19.84亿及3.09亿元人民币。
【恒指四连升 汇控受追捧】
外电报道指，欧央行暗示明年准许欧元区银行恢复派息。汇控全日股价弹高6.5%收42.35元，支撇大市向上，恒生(00011.HK)及中银(02388.HK)股价均扬3.2%，渣打(02888.HK)股价涨3.6%收49.1元。高盛近日发表报告指，汇控股的股价已由9月25日低位至今已累涨约40%，跑赢恒指约25个百分点，反映出市场对疫苗的乐观情绪不断提高，并受到第三季度表现以及债券收益率上升所支持。
高盛预计汇控2020至2022年每股派息为0.1美元、0.3美元及0.4美元。由於每股盈测的调整，该行将汇控目标价，由50元升至51元，重申「买入」评级。
【港股通落空 S股股价软】
港股今日市宽转弱，主板股票的升跌比率为18比25(上日为21比22)，下跌股份1,002只(跌幅2.8%)，恒指成份股今日30只股份上升，下跌股份17只，升跌比率为61比35(上日为57比37)；大市今日录沽空266.04亿元，占可沽空股份成1,529.11亿元的17.398%(上日为16.792%)。
行政长官林郑月娥发表施政报告，指中央将批准纳入未有盈利的生物科技公司及内地科创板股票入中港「互联互通」计划，但未有提及市场昨传出的第二上市股份(S股)，即S股纳港股通的憧憬落空。港交所(00388.HK)全日股价回吐2.3%收383元，阿里巴巴(009988.HK)、京东(09618.HK)及网易(09999.HK)今日股价各下滑1.1%、1.5%及1.3%。
港府明起取消非住宅物业双倍印花税，昨天偷步炒高的美联工商铺(00459.HK)股价回吐10.7%收0.116元。地产股恒地(00012.HK)升3.2%，希慎(00014.HK)及新世界(00017.HK)各升2.2%及2%。(wl/u)
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