《即日市评》恒生科指挫逾4% 阿里「蒸发」今年来升幅
受阿里巴巴(09988.HK)及腾讯(00700.HK)等科技股沽压拖累，港股今日回落。英国与欧盟达成脱欧协议，外电指美国总统特朗普特朗普签署涉9,000亿美元疫情纾困方案，助个人及企业应对疫情，并防止政府於周二起部分停摆；执笔之时美汇指数跌至90.08，美股道指期货最新升105点或0.4%，纳指期货最新升0.6%。上证3,400点得而复失，上证综指全日升0.7点或0.02%收3,397，深证成指升0.2%，沪深两市成交额共8,811亿人民币。
恒指今早低开98点，早段曾倒升127点见26,514点，其後再度转弱，全日跌71点或0.3%，收26,314点；国指跌119点或1.1%，收10,311点；恒生科技指数跌347点或4.3%，收7,795点。大市全日成交总额1,907.35亿元，沪、深港通南下交易分别录得38.61亿及51.32亿元人民币。
港交所(00388.HK)股价升0.3%报414.2元，盘中见421.4元新高。友邦(01299.HK)上扬4.5%报95元，盘中见95.5元新高。
【友邦逆市扬 阿里】
科技股受压，据报内地监管规范银行揽存，不得与第三方互联网平台合作吸存款，拖累大型科技股并影响大市。阿里巴巴跌8%报210元，为跌幅最大蓝筹，阿里近日几乎蒸发今年所有升幅，年初至今股价仅升1.4%。同系阿里健康(00241.HK)挫13.1%报20.55元，腾讯跌6.7%报519元，美团(03690.HK)跌6.9%报260元，小米(01810.HK)倒跌4%报31.15元，京东(09618.HK)跌2.2%报318.4元。
野村发表报告指，阿里近日因「二选一」等涉嫌垄断行为，被中国市场监管总局依法立案调查，预期阿里股价可能在短期内受压。若「二选一」被禁止，阿里的两个主要竞争对手京东及并多多(PDD.US)将因此受惠，但仍看好阿里的非电商业务，特别是云业务具有巨大的未开发潜力，有可能成为新增长动力。
【沽空率低企 内银股造好】
港股今日市宽转弱，主板股票的升跌比率为21比24(上日为21比18)，恒指成份股今日36只股份上升，下跌股份15只，升跌比率为69比29(上日为69比23)。大市今日录沽空190.89亿元，占可沽空股份成交额1,647.3亿元的11.588%(上日为13.292%)。
中资金融股支撑大市，内银股农行(01288.HK)、建行(00939.HK)及交行(03328.HK)各升2.1%至2.5%，工行(01398.HK)上扬4.8%。中金发表报告指，中国银保监会制定《商业银行理财子公司理财产品销售管理暂行办法(徵求意见稿)》，作为《商业银行理财子公司管理办法》的配套制度，旨在规范理财子公司销售业务活动并保护投资者合法权益，认为此次意见稿出台符合预期，有助於银行资管业务可持续性发展。
该行指出相关法案的好处，包括明确划定理财产品销售机构范围，现阶段仅包括理财子和吸收公众存款类银行业金融机构；理财产品客户群体具有明确风险偏好，银行端渠道优势显着；有助於银行机构获取客户和经营客户，加快财富管理业务发展。
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