《即日市评》美债息续升 港股跌千点 恒生科指挫逾半成
美国国债价格急跌，美十年期债券孳息率昨晚升14.5点子报1.534厘，日本十年期债孳息升至逾五年高，港股今日受科技股等拖累向下。美股道指昨晚跌559点或1.8%，纳指跌3.5%创四个月以来最大单日跌幅；执笔之时美汇指数升至90.41，美股道指期货最新升42点或0.13%，纳指期货最新升0.4%。上证综指全日跌2.1%收3,509、深证成指亦跌2.1%，沪深两市成交额9,069亿人民币。
恒指低开662点，早市反覆上落，午後跌幅最扩大，并以全日低位28,980点收市，跌1,093点或3.6%；国指跌470点或4%，收11,247点；恒生科技指数跌542点或5.7%，收8,954点。MSCI季检「执位」於今日收市後生效，大市全日成交总额3,202.39亿元，为历来第二高，而「北水」净流出，沪、港港通南下交易录得净流出金额分别为15.13亿及15.81亿元人民币。
恒指本周累跌1,664点或5.4%、国指本周累跌859点或7.1%、恒生科指本周累跌1,606点或15.2%。美国前财长萨默斯警告明年联储局可能被迫比预期更快地加息，有可能会在明年底进行，令美国国债价格及科技股受压；周中港府建议调高股票印花税率由0.1%升至0.13%，消息触发市场对港股成交，特别是高频交易等影响忧虑。
【美债价急跌 科指挫半成】
恒生指数服务公司今日收市後季检结果，市场憧「染蓝」大热的京东(09618.HK)及比亚迪(01211.HK)股价分别跌4.8%及8.8%，而阿里健康(00241.HK)、华润啤酒(00291.HK)及农夫山泉(09633.HK)股价各挫5.8%、5.3%及9.2%。
市场关注恒指成份股权重上限或由10%降至8%，腾讯(00700.HK)股价跌4.2%收662.5元，美团(03690.HK)挫8.2%，阿里巴巴及友邦(01299.HK)股价各下滑4.5%及3.8%。
【跌股千六只 港交所捱沽】
港股今日市宽转弱，主板股票的升跌比率9比39(上日为36比12)，下跌股份1,600只(跌幅3.7%)，恒指成份股今日2只股份上升，下跌股份49只，升跌比率为4比94(上日为71比25)；大市今日录沽空368.5亿元，占可沽空股份成2,835.38亿元的12.997%(上日13.9%)。
港交所(00388.HK)全日股价挫5.4%收473.2元。中金发表研究报告指，本港上调股票印花税为近三十年来首次。从市场交易额角度测算，自去年7月以来，港股日成交金额在1,000亿至2,500亿元，平均为1,300亿元左右，若将交易印花税提升0.03个百分点，粗略估算对应每天新增成本约3,900万元。
该行认为，短期印花税的上调可能更多从情绪上扰动市场，叠加近期对於利率和通胀上行的担忧，可能会放大波动，但由於直接影响相对有限，因此不至於逆转基本面改善和流向性向好的大方向。(wl/a)
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