《即日市评》恒指12月首日向上 友邦内银领航大市
恒指昨日跌553点或2.1%後，今日受友邦(01299.HK)等金融股带动回升。美股道指昨晚跌271点或0.9%，纳指跌0.1%，美国总统当选人拜登的过渡小组宣布，将提名前联储局主席耶伦出任财长，而药厂Moderna称第三阶段临床测试显示，新冠疫苗有效率94.1%并已向美国申请紧急使用许可；执笔之时美汇指数跌至91.66，道指期货最新升295点或1%、美股纳指期货最新升96点或0.8%。11月中国财新制造业PMI录54.9创十年来新高，上证综指全日升1.8%收3,451，深证成指涨1.9%，沪深两市成交额共8,650亿人民币。
恒指高开81点後反覆上升，曾升320点一度高见26,662点，全日升226点或0.9%，收26,567点；国指升113点或1.1%，收10,659点；恒生科技指数跌34点或0.4%，收7,985点。大市全日成交总额1,531.26亿元，沪、深港通南下交易录得净流入金额分别为30.5亿及27.12亿元人民币。
科技股个别发展，腾讯(00700.HK)升2.7%报578元，阿里巴巴(09988.HK)跌1.6%报257.2元，美团(03690.HK)季绩胜预期，但大行关注新业务未来投资回报，全日股价跌0.3%报289.2元。
【科技股个别 友邦内银扬】
金融股领涨，友邦(01299.HK)股价涨3.8%收88.2元。内银股建行(00939.HK)、农行(01288.HK)及招行(03968.HK)各升2%至2.7%，工行(01398.HK)及邮储行(01658.HK)各升3.7%及5.9%。瑞信发表报告指，由於预期9月新贷款的实际贷款利率将按季回升，在中资银行全年盈利改善的憧憬带动下，内银A股在上周五(27日)带动全线银行股股价上涨。
瑞信表示，过往数据显示，一般贷款的实际贷款利率是商业银行一个或多个季度净息差指标，而第三季实际贷款利率反弹也与季度净息差反弹的趋势一致，增加予中国银行业全年盈利录得正增长的可能性。该行预计，第四季度净息差将保持稳定或表现更好，展望明年首季度抵押贷款的重新定价，料将引发对净息差的一次性负面影响，但相信影响将在余下几个季度逐步消散。
【升股一千只 中生制药挫】
港股今日主板市宽改善，主板股票的升跌比率为25比17(上日为16比27)，上升股份1,007只(升幅近3%)，恒指成份股今日27只股份上升，下跌股份22只，升跌比率为54比44(上日为12比86)；大市今日录沽空209.3亿元，占可沽空股份成1,338.79亿元的15.634%(上日为12.846%)。
中国生物制药(01177.HK)上季业绩逊预期，全日股价挫11.8%收6.88元。大和指公司受仿制药药品集中采购及疫情的持续负面影响，上季业绩逊预期，指公司正处黑暗时刻，预期公司业绩明年见底，受惠於创新药推售及集中采购影响淡化。该行建议投资者暂时避开医药及生物医学行业，基於国家医保药物目录清单药价的谈判，与及集中采购药物药价受压。该行认为投资者可在明年1月再留意相关股份。(wl/a)
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