《即日市评》期结日恒指创十个月高 阿里续扬
港股今日期指结算，受科技及金融股带动续升。美国参议院多数党领袖麦康奈尔阻挠向美国民众加码派钱的动议，削弱市场乐观情绪，美股昨晚创新高後回落，道指及纳指各跌0.2%及0.4%；执笔之时美汇指数跌至89.89，美股道指期货最新升105点或0.4%，纳指期货最新升0.4%。市传中欧投资协议即将达成，国家主席习近平将与欧盟领导人举行会议，上证综指全日升35点或1%收3,414，深证成指升1.7%，内地创业板指数涨3.1%，沪深两市成交额共8,470亿人民币。
恒指今早高开126点後升势持续，曾最多涨590点，全日升578点或2.2%，报27,147点创十个月高，连升两日(累升832点或3.2%)；国指升213点或2%，报10,662点；恒生科技指数升297点或3.7%报8,295点。大市全日成交总额1,533.21亿元，沪、深港通南下交易全日录得分别流入19亿及50.01亿元人民币。
金融股上扬，友邦(01299.HK)破顶升2.2%收96.3元，盘中曾高见96.4元，汇控(00005.HK)股价升0.9%。
【科技股续弹 腾讯阿里强】
科技股续回升，腾讯(00700.HK)全日股价上扬5.5%收559.5元，阿里巴巴(09988.HK)股价涨6.4%收236.2元，美团(03690.HK)股价抢高5.3%收287.8元。内地官媒《经济日报》发表评论文章，指金融管理部门两次约谈蚂蚁集团，反映出金融管理部门反对金融科技垄断、维护良好金融市场秩序的决心。
上述文章指，要通过「法律之手」，完善反垄断法律法规，加强数据信息保护，规范金融控股集团监管，防止资本无序扩张；通过「市场之手」积极推动良性竞争，发挥市场在资源配置的决定作用，鼓励金融科技企业投身国家战略科技力量建设和民生福祉完善中，以自身的规范和健康发展更好服务国家和社会发展大局。
【升股千一只 中芯涨一成】
港股今日市宽转向好，主板股票的升跌比率为29比16(上日为24比20)，上升股份1,164只(升幅3.3%)，恒指成份股今日44只股份上升，下跌股份7只，升跌比率为85比13(上日为52比44)。
部份晶片股受捧，中芯(00981.HK)股价抢升近12%报20.4元。中金发表报告，指在半导体行业中，近期的供应短缺和中芯国际被加入实体清单事件，成为投资者关心的问题，展望2021年1月，该行建议投资者可关注行业相关公司的业绩预期披露情况及缺货的可持续性，虽然2021年华为需求下降，但仍然看好，海思替代、中国本土巨大市场培育的成熟工艺设计、代工的增长机会。而先进设备的进口可能受限，可能会加速国内设备商的替代，建议投资者关注设备板块。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
