《即日市评》内地反垄断罚款科技巨头 小米逆市扬
受科技股及汇控(00005.HK)拖累下，港股今日回落。美国跨党派小组提出刺激经济方案一分为二，纾困与地方财政拨款分开处理，执笔之时美汇指数跌至90.64，道指期货最新升198点或0.7%、美股纳指期货最新升41点或0.3%。今早人民币中间价续上调44点报6.5361兑一美元，上证综指全日升21点或0.7%收3,369，深证成指升1%，沪深两市成交额共7,097亿人民币。
恒指高开16点，早段窄幅争持，午後跌幅一度扩大至187点低见26,318点，全日跌116点或0.4%，收26,389点；国指跌9点或0.1%，收10,443点；恒生科技指数升48点或0.6%，收8,128点。大市全日成交总额1,433.07亿元，沪港通南下交易录得净流出金额为1,980万元人民币，深港通南下交易录得净流入金额为16.91亿元人民币。汇控股价跌0.7%收41.35元。
【美团阿里跌 小米逆市扬】
市场关注内地收紧对科技巨头的监管政策，部份科技股受压，阿里巴巴(09988.HK)全日跌2.6%报251.6元，阅文(00772.HK)跌4.1%。腾讯(00700.HK)跌2.9%报571元。美团(03690.HK)跌3.8%报282.6元，京东(09618.HK)及网易(09999.HK)各跌1.6%及1.5%。官媒《人民日报》发表文章评论指科网企业在创新上应有更多担当，批评「社区团购」等；此外，市场监管总局对阿里收购银泰、阅文购新丽各罚款50万人币。
小米(01810.HK)今日破顶升近6%收29.2元，公司「双12」销售额按年增40%。中银国际发表报告指，小米今年第三季交出最佳的季度业绩，收入按年增长35%，经调整纯利亦按年上升19%，均是集团营运历史上最高，主要是受惠於市场动态出乎预料地改变，及欧洲市场销售强劲。该行表示，今年第四季及明年的智能手机市场前景仍然乐观，相信随着海外营运商推出更多新型号，进一步推动海外销售，有望为小米增加催化剂。
【沽空率降 汽车股受捧】
港股今日主板市宽变动不大，主板股票的升跌比率为20比22(上日为20比22)，恒指成份股今日17只股份上升，下跌股份31只，升跌比率为33比60(上日为58比40)；大市今日录沽空148.61亿元，占可沽空股份成1,202.02亿元的12.363%(上日为15.378%)
中资汽车股受捧，长汽(02333.HK)股价弹高8.1%收16.28元，东风(00489.HK)及广汽(02238.HK)股价各升近5%及5.1%。
美银证券发表的研究报告指，反映乘用车销售的上险数字反映11月销售按年增长11%，不过上险数字低於乘用车批发数字，考虑到两者的差异，该行估计渠道库存11月份升约26万辆，调整出口量後，估计大部分省份及城市如江苏、山东、海南、河北、上海、北京等表现跑赢。该行指出长汽(02333.HK)11月份批发及上险量分别为11.3万台及9.7万台，其上险量按年增长28%，表现跑赢同业。
在该行覆盖的汽车股中该行倾向选择长汽H股，认为公司产品线较大部分同业强，另外亦喜欢华晨(01114.HK)、中升(00881.HK)及永达(03669.HK)在豪华车业务的接触面。(wl/a)
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