《即日市评》恒指结束两日跌势 友邦小米受捧
恒指昨连跌两日(累跌531点或2%)後，今日回升。美股道指昨晚升104点或0.4%%，美中贸易全国委员会称中国外长王毅保证中国将坚守与美首阶段贸协；执笔之时美汇指数处90.79，道指期货最新升109点或0.4%、美股纳指期货最新升5点或0.05%。中国11月CPI按年降0.5%(市场原预期无升跌)、11月PPI按年降1.5%(原预期降1.8%)，人行公布11月新增人币贷款1.43万亿人币(市场预期1.45万亿)、11月M2货币供应按年升10.7%、上证综指全日跌1.1%收3,371，深证成指跌1.8%，沪深两市成交额共7,915亿 人民币。
恒指高开205点後升幅扩大，盘中曾升362点一度高见26,666点，午市升幅收窄，最终全日升198点或0.8%，收26,502点；国指升78点或0.8%，收10,488点；恒生科技指数升16点或0.2%，收8,101点。大市全日成交总额1,366.1亿元，沪、深港通南下交易录得净流入金额分别为3.21亿及12.2亿元人民币。京东健康(06618.HK)全日涨2%收112.2元，阿里健康(00241.HK)股价扬4.6%。华润万象生活(01209.HK)首日挂牌，全日收28元高上市价近26%。
【港股呈回升 小米续受捧】
小米集团(01810.HK)续受追捧，全日股价抢高4.4%收27.5元，成交额达78.7亿元，成全日最高成交额榜首。而小米集团公布，红米Note9系列上市13天，全渠道销量突破100万台。
中信证券发表报告表示，重申对小米「买入」投资评级，上调对其目标价至36港元，，小米旗下智能手机业务市场份额重回全球前三，料将是公司2020年至2021年股价驱动力，展望未来3至5年，认为小米的核心竞争力和股价驱力演变为AloT(人工智慧物联网)持续发力，公司在AloT市场地位稳固，目前仍处早期发展阶段。该行料AloT逐渐进入爆发期，小米大概率成中国AloT市场的两大重要企业之一，获得稳定的市场地位及增长潜力，未来将跻身万亿市值水平。
【沽空率上升 友邦有支持】
港股今日主板市宽转弱，主板股票的升跌比率为19比23(上日为17比26)，下跌958只(跌幅2.5%)，恒指成份股今日31只股份上升，下跌股份21只，升跌比率为60比40(上日为27比69)；大市今日录沽空164.54亿元，占可沽空股份成1,095.45亿元的15.02%(上日为13.896%)。
友邦(01299.HK)股价上扬2.2%收89元。瑞银发表报告表示，重申对友邦「买入」评级，上调对其目标价由83港元升至105港元，该行料友邦明年可能是强劲复苏的一年，指友邦仍是该行保险业务的首选，料公司可从新冠疫情的影响中恢复，特别是香港离岸业务；第二是友邦中国内地业务的地域扩张和产品结构多元化。(wl/a)
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