《即日市评》期结日恒指倒升 内银股发力
受内银及内险股升势带动下，港股今日反覆向上。美股昨晚因感恩节休市，美国总统特朗普表示，新冠病毒疫苗将於下周开始交付，疫苗最初将分发予前线工人、医务人员及老年人；执笔之时美汇指数跌至91.88，美股今日因感恩节休市，道指期货最新升21点或0.07%、美股纳指期货最新升45点或0.4%。内地10月规模以上工业企业利润按年增28.2%，上证综指重上3,400点，全日升1.1%收3,408，深证成指升0.7%，沪深两市成交额共7,258亿人民币。
今日为港股期指结算日，恒指今早低开60点後，反覆偏软一度低见26,704点，午後随内银、内险股回升，曾高见27,009，最终全日升75点或0.3%，报26,894点，连升六日(累涨537点或2%)；国指升88点或0.8%，报10,790点；恒生科技指数升32点或0.4%，报8,090点。大市全日成交总额1,127.2亿元。沪、深港通南下交易录得净流入金额38.93亿及20.35亿人民币。
恒指本周累升443点或1.7%、国指本周累升236点或2.2%、恒生科指本周累升92点或1.2%。美国总务署通知拜登可正式展开政权交接，传耶伦获提名为美国财长，市场关注中美关系发展。而特首周中发表施政报告指，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，但未有提及市场憧憬的第二上市股份(S股)。
【恒指六连升 内银股领涨】
内地首十个月工业企业累计利润增长实现由负转正，有超过六成行业利润实现增长，「百业之母」内银股领航大市，工行(01398.HK)股价涨4.3%收4.87元，建行(00939.HK)及中行(03988.HK)股价均走高2.2%，农行(01288.HK)及招行(03968.HK)股价各升3.5%及3%。
中金发表报告指，人行发布今年第三季货币政策执行报告，第三季度新投放贷款利率表按季企稳回升。该行认为，净息差预期开始乐观，重申「业绩反转，而非反弹」的行业判断。向前看一至五个季度，中金预计上市银行业绩逐步改善，银行股将迎来一轮类似2016至2018年大幅度上涨行情，料A/H股上涨空间最大，紧接为H股，最後是A股。
【沽空率稍降 阿里健康扬】
港股今日主板市宽续向好，主板股票的升跌比率为24比18(上日为23比19)，上升股份979只(升幅2.7%)，恒指成份股今日28只股份上升，下跌股份19只，升跌比率为57比38(上日为38比55)；大市今日录沽空166.62亿元，占可沽空股份成948.45亿元的17.567%(上日为18.693%)。
由京东(09618.HK)分拆的京东健康(06618.HK)於昨(26日)公开招股，据《路透》旗下IFR引述消息指，招股反应热烈，国际配售部分将提早截飞，由原定於下周二(12月1日)截招，提前至下周一(30日)下午5时截止认购。同业阿里健康(00241.HK)今日股价抢高6.2%收22.5元。
花旗发表研报指，阿里健康中期业绩表现强劲，指其最能受惠於线上处方药销售政策开放的主要受益者，可藉政策变现，加上阿里巴巴(09988.HK)及天猫成熟电子商务平台的协同优势，将其列为行业首选股，予「买入」评级，目标价上调至30元。(wl/u)
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