《即日市评》恒指「五连升」但成交减 腾讯中石化走强
受腾讯(000700.HK)及中资金融股带动下，恒指今日持续造好。美上周新申领失业救济人数意外上升，市场关注经济复苏放缓，美股道指昨晚跌0.6%，但纳指升0.5%；执笔之时美汇指数跌至91.92，美股今日因感恩节休市，道指期货最新升11点或0.04%、美股纳指期货最新升34点或0.3%。今早人民币中间价下调31点报6.5780兑一美元，上证综指升0.2%收3,362，深证成指跌1.8%，沪深两市成交额共7,333亿人民币。
港股今日持续上升。恒指高开25点，早市窄幅争持，午後升幅扩大，并以全日高位收市，升149点或0.6%，收26,819点，连升五日(累涨462点或1.8%)；国指升143点或1.4%，收10,701点；恒生科技指数升135点或1.7%，收8,057点。大市全日成交总额1,136.39亿元按日跌36%，沪、深港通南下交易录得净流入金额23.71亿及1.82亿元人民币。部份内险股受捧，中国太保(02601.HK)扬5.3%。
【恒指五连升 美团腾讯扬】
科技股受捧，美团(03690.HK)股价弹高4.9%收308元，腾讯(00700.HK)全日股价上扬2.3%收586元，京东(09618.HK)股价涨0.8%。高盛发表报告指，与腾讯管理层於路演活动沟通後，重申对腾讯的积极正面看法。腾讯管理层透露明年将推出不少备受关注的游戏，包括3款根据知名电脑游戏改编的手机游戏，因此对明年的游戏收入增长势头充满信心，又指在行业监管法规日益增加的情况下，游戏商由追求发行速度，至改为专注提升游戏品质，促使市场发展得更健康。该行预期腾讯今年手机游戏收入可增长56%，明年增幅则达约15%至19%。
高盛指，腾讯称就反垄断规则指南是顺应趋势自然而然的监管，公司亦表明对业务及投资组合不会带来重大不利影响，因此维持目标价705元及「买入」评级不变。
【升股九百只 中石化受捧】
港股今日主板市宽略转强，主板股票的升跌比率为23比19(上日为18比25)，上升股份931只(升幅3.1%)，恒指成份股今日19只股份上升，下跌股份27只，升跌比率为38比55(上日为61比35)；大市今日录沽空175.09亿元，占可沽空股份成936.64亿元的18.693%(上日为17.398)。
中石化(0038.HK)全日股价走高4.9%收3.83元，成升幅最大的蓝筹股，中石油(00857.HK)则涨1.2%。瑞银发表报告指，曾与中石化举行机构投资者会议，并引述集团称对整体仍然乐观，第四季至今的综合经营维持强劲。而集团已将焦点放於严格控制勘探及开采和炼油的成本。
瑞银提到，中石化零售销售业务的盈利保持强劲，中石化亦称化工需求及毛利优於预期，并於第四季继续有良好提升。另外，集团已同时聚焦於更长期的减碳及新能源业务举措。
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