《即日市评》汇控成升市火车头 领展弹高逾半成
受汇控(00005.HK)、腾讯(00700.HK)及小米(01810.HK)升势带动下，港股今日回升。市场憧憬新冠疫苗付运後疫情得以解决，美股道指昨晚升0.2%、纳指跌0.1%，美众议院通过中概股须遵守美审计法案，若三年内不通过将退市；执笔之时美汇指数跌至90.9，道指期货最新跌19点或0.06%、美股纳指期货最新升27点或0.2%。今早人币中间价续上调19点报6.5592兑一美元两周高，中国11月财新服务业PMI录57.8高市场预期，上证综指全日跌0.2%收3,442，深证成指升0.07%，沪深两市成交额共8,263亿人民币。
香港11月PMI升至50.1创逾两年半高，恒指今早高开90点，其後升幅曾收窄至23点见26,556点低位，中午升幅曾扩大至249点见26,781点，全日升195点或0.7%，收26,728点；国指升12点或0.1%，收10,586点；恒生科技指数升91点或1.2%，收7,940点。大市全日成交总额1,354.5亿元，沪、深港通南下交易净流入金额分别为17.22亿及23.23亿元人民币。
小米今日股价回升4.1%收25.3元。石药(01093.HK)全日股价升5.9%报7.89元，公司指在研新药获美国药监局孤儿药资格认定。
【小米呈反弹 汇控渣打扬】
部份银行股造好，汇控(00005.HK)升2.1%报43.4元，单股为恒指贡献约51点升幅，渣打(02888.HK)升3.7%报50.6元；恒生银行(00011.HK)股价涨近1%。摩根大通发表报告指，香港银行股可能在2021财年开始迎上周期性盈利复苏，加上地缘政治不确定因素消退及个别银行的股息收益率潜在上升。
该行将恒生银行投资评级由「减持」一举上调至「增持」，并将东亚银行(00023.HK)的评级由原来的「减持」调高至「中性」，而中银香港(02388.HK)直至公布全年业绩前，应会维持相对跑赢大市的表现。
【沽空率上升 领展升半成】
港股今日市宽略改善，主板股票的升跌比率为21比20(上日为18比24)，恒指成份股今日27只股份上升，下跌股份19只，升跌比率为54比38(上日为46比40)；大市今日录沽空182.12亿元，占可沽空股份成1,160.99亿元的15.687%(上日为13.389)。
部份收租股及房托受捧，领展(00823.HK)每基金单位抽高5.7%收70.8元、九龙仓置业(01997.HK)全日上扬4.2%收38.45元。摩根士丹利发表本港收租股及房托明年展望报告表示，料本港於2021年及2022年本地零售可展开两年复苏周期，估计各回升10%及14%，此基於内地旅客可於明年第二季至第三季恢复来港预算，并估计本港写字楼租金於明年上半年将下跌5%，料明年全年则持平，估计本港明年GDP可按年升5%，相信可支持写字楼租金。
该行指，本港收租股及房托首选为九龙仓置业及领展，决定上调对九龙仓置业评级由「减持」一举升至「增持」，将目标价由28元升至42元，相当明年核心市盈率16倍，可受惠本港奢侈品销售复苏。该行亦调高对领展投资评级，由「与大市同步」升至「增持」，将目标价由70元升至78元。(wl/a)
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