《即日市评》恒指止连升 阿里腾讯弱 汇控逆市弹
恒指连升六个易日(累涨1,377点或5.2%)後，今日受科网及电讯股拖累回落。美股昨晚上扬，道指升437点或1.4%，纳指则跌0.6，特朗普支持者闯美国会，认证选举人投票结果会议被迫一度暂停，其後美国参议院以92票对7票否决共和党议员提出反对确认宾夕法尼亚州选举人票的要求，市场料拜登将被美国会确认为下任美国总统；执笔之时美汇指数回升至89.55，美股道指期货最新升195点或0.6%，纳指期货最新升0.8%。上证综指全日升25点或0.7%收3,576，深证成指升1.1%，沪深两市成交额共1.22万亿人民币。
恒指高开23点後向下，午後曾跌234点一度低见27,457点，最终全日跌143点或0.5%，收27,548点；国指跌103点或1%，收10,796点；恒生科技指数跌208点或2.4%，收8,400点。大市全日成交总额2,278.23亿元，为去年11月30日以来高位。沪、深港通南下交易录得净流入金额分别为71.96亿及80.59亿元人民币。
纽交所重启三大中资电讯股除牌计划，中资电讯股受压，中移动(00941.HK)急滑7.2%收43.3元，联通(00762.HK)及中电信(00728.HK)股价各下挫11.4%及9.4%。吉利(00175.HK)股价升5.1%，因公司今年销量目标优预期。
【恒指止连升 电讯科网挫】
市场关注美国再制裁中资企业，阿里巴巴(09988.HK)全日股价下挫3.9%收221，腾讯(00700.HK)股价下滑4.7%收568.5，而小米(01810.HK)股价下滑5.6%收32。《华尔街日报》引述消息人士透露，最近数周美国国务院与国防部官员讨论扩大禁止美国投资中国军方拥有或控制企业的名单，并考虑将阿里巴巴及腾讯纳入名单当中。
据悉，上述部门已经与美国财政部就扩大黑名单会否对资本市场产生广泛影响进行讨论，有关扩大黑名单的计划仍在审议当中，有可能不会获得通过。
【汇控逆市扬 招行急弹高】
港股今日主板市宽转弱，主板股票的升跌比率为18比27(上日为25比20)，下跌股份1,063只(跌幅2.6%)，恒指成份股今日15只股份上升，下跌股份33只，升跌比率为29比63(上日为52比46)；大市今日录沽空272.7亿元，占可沽空股份成1,975.5亿元的13.772%(上日为13.853%)
美国十年期国债孳息率升8.6点子升穿1厘(至1.041厘)，银行股有支持，汇控(00005.HK)涨4.6%收43.4元，渣打(02888.HK)弹高6.9%收54元，恒生(00011.HK)及中银香港(02388.HK)股价各升4.7%及2.9%。部份内银股造好，建行(00939.HK)股价升2.1%，招行(03968.HK)股价抽上6.1%收52.2元。
中金发表报告，内银股目前处於业绩「V」型反转的起点，处於风险溢价因素反转的起点，处於估值仓位反转的起点。该行认为宏观经济复苏趋势明确，信用条件向常态收敛，贷款定价随需求走高，宏观环境有利於银行营业收入和资产质量端持续好转。向前看，该行预计A股及H股银行指数於2021年上涨空间有望超过各50%及60%，看好内银H股多於A股。
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