港股午評：恆指跌0.29%，恆大系重挫，內房股走強
港股上午盤三大指數漲跌不一，恆指跌0.29%報26060點，國指漲0.27%報9301點，恆生科技指數跌0.67%報6646點。南下資金半日大幅淨流入24.31億港元，大市半日成交額為766億港元。
盤面上，易綱強調恆大風險是個案風險，內房股與物管股集體拉昇上揚，融創中國、旭輝控股大跌超8%，內險股爆發領漲，中國平安勁升超7%，昨日大跌的煤炭股集體反彈；近日強勢的科技股多數回調，小米跌超2%，百度跌1.36%，騰訊、阿里巴巴、美團皆走低，快手漲2.6%。 另一方面，恆大物業出售生變，恆大系重挫，中國恆大、恆大汽車皆大跌10%；昨日強勢的電力股集體走低，華潤電力跌近4%。
內房股集體拉昇，易綱強調恆大風險是個案風險。 昨日下午，央行行長易綱在迴應恆大事件時稱，恆大是一家房地產公司，目前的主要風險是到期債務未能償還，部分工地停工，已預售的房產按時交付有不確定性。總體而言，恆大風險是個案風險，恆大事件對金融行業的外溢性可控。有信心能把風險控制在一定範圍，避免發生系統性風險。
保險股走強，中國平安領漲。對於當前的保險股，機構普遍認為，目前板塊估值處於歷史低位，預計行業最差的時點即將過去，中長期配置價值可被看好。
恆大系重挫，恆大物業出售生變。恆大物業昨晚發公吿稱，引發對公司股份全面要約的交易並未進行，恆大中國同時也發佈公吿稱，受讓方未能符合對恆大物業股份做出全面要約收購的先決條件。恆大公吿透露了擬進行的交易細節，即擬出售恆大物業的54.16億股份，佔恆大物業已發行股本的50.1%，交易對價為200.4億港元。而合生創展則在昨晚的公吿中稱，雙方在關於股份過户和支付方式上存在分歧。
賽晶科技(0580.HK)大漲超10%創新高，市值首次站上80億港元。據悉，公司首款IGBT芯片Q4進入穩定量產，下一代車載IGBT模塊發佈。同時，公司繼續發佈下一代車載單面冷卻IGBT模塊EV-Type模塊。此外，公司碳化硅產品佈局也正在啟動中，第一步聚焦碳化硅模塊，預計明年推出第一代產品。
招商局港口(0144.HK)盤中漲近5%，大和看高公司股價至17港元。大和研報指，招商局港口管理層在19日提供了業務及展望更新，近期港口擠塞情況緩和，相信下月將解決貨櫃輪不足問題。至於“電荒”，管理層稱，貿易需求動力維持，即使生產受影響，航運需求亦只是被延後。該行認為，公司將受惠東南亞一些國家封城措施，以及內地政府改善經商環境，重申對公司“買入”評級，以分類加總估算法計，目標價由16.5港元升至17港元。
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