《即日市评》恒指止连跌 小米市值破千亿美元
恒指连跌三日(累跌559点或2.1%)後，今日受科技股带动回升。美股昨晚个别发展，道指跌0.7%，有报道指苹果计划生产电动车及电池刺激股价造好，纳指则升0.5%；执笔之时美汇指数处90.44，道指期货最新升62点或0.2%、纳指期货最新升17点或0.1%。上证综指全日升25点或0.8%收3,382，深证成指升近1%，内地创业板指数涨1.1%，沪深两市成交额增至9,291亿人民币。
恒指今早低开36点，其後掉头上升，午市升幅扩大，最终以全日高位26,343点收市，升223点或0.9%；国指升98点或近1%，收10,482点；恒生科技指数升239点或2.9%，收8,426点。大市全日成交总额1,291.54亿元，沪、深港通南下交易录得净流入金额分别为6.94亿及38.02亿元人民币。
【恒指止跌势 小米破顶扬】
部份科技股上升，恒指公司建议调高同股不同权及第二上市公司成份股比重上限，相关概念股上涨。小米(01810.HK)全日股价升7.6%报31.9元，盘中曾见32.35元新高，市值达8,021亿元，突破1,000亿美元水平。而美团(03690.HK)全日股价升3.9%报287元，京东(09618.HK)升5.6%报333元，但阿里巴巴(09988.HK)跌0.2%报248.4元，腾讯(00700.HK)亦跌0.3%报571元。
恒指公司昨天就优化「恒生指数」向市场徵询意见，谘询文件涉及扩充行业代表性、扩大市场覆盖率、迅速纳入大型上市新股、保持香港公司代表性和改进成份股权重分布等，建议将现有成份股和同股不同权/第二上市成份股权重上限划一至8%，同时建议将成份股数目扩大至65-80只，取消候选成份股最少上市时间要求等。
【沽空率下降 昆仑弹一成】
港股今日市宽改善，主板股票的升跌比率为23比19(上日为11比32)，上升股份941只(升幅3.2%)，恒指成份股今日29只股份上升，下跌股份21只，升跌比率为56比40(上日为17比80)。大市今日录沽空141.45亿元，占可沽空股份成1,054.51亿元的13.414%(上日为14.242%)。
据报国家能源局已提出明年中国风电、太阳能发电合计新增新增装机目标1.2亿千瓦，将为中国新能源行业新增装机规划首次突破1亿千瓦。新能源股受追捧，金风科技(02208.HK)、龙源电力(00916.HK)、信义光能(00968.HK)及大唐新能源(01798.HK)各升7.2%至8.7%。
此外，昆仑能源(00135.HK)作价409亿人民币向国家管网集团出售管道资产，全日股价升11%收7.14元。摩根士丹利发表报告指，公司落实出售管道资产予国家管网，市账率估值1.9倍，显着高於该行及市场预期的1.6倍。公司将可收取408.86亿元人民币，并计划将其中185亿元人民币用於股息分派，相当於股息收益率达39%，该行预期在特别股息下股份将获得市场重估，昆仑能源将成为高增长的城市燃气营运商。(wl/u)
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