港股午評：科技股普跌，恆生科指大跌1.71%，保利協鑫能源飆漲超62%
港股上午盤三大指數集體下挫，恆指跌1.1%報25098點，國指跌0.84%報8886點，恆生科技指數跌1.71%報6266點。 南下資金半日淨流入8.75億港元，大市半日成交額為817億港元。
盤面上，大型科技股普跌拖累大市表現低迷，快手、百度跌超3%，阿里巴巴、騰訊、京東跌超2%；醫藥股、汽車股、鋼鐵股、餐飲股、航空股、物管股、內房股、體育用品等熱門股全線走低，海底撈再跌5%連跌8日，重慶鋼鐵績後重挫超8%。 另一方面，煤炭股、內銀股、電力股表現活躍，光伏龍頭保利協鑫能源復牌飆漲超62%。
內銀股普漲，前三季逾八成上市銀行業績超疫前水平。六大行前三季度歸母淨利潤均實現兩位數增長，其中，交通銀行增幅最大，同比增長22.1%。以270天計算，六大行前三季平均日賺35.67億元。 另外，超八成上市銀行今年前三季業績已經超過疫情發生前2019年同期水平。經歷疫情“大考”後，優質銀行的業績恢復高歌猛進，而部分銀行仍須努力。 近年來，反映銀行盈利能力的淨息差持續收窄是一大趨勢。但從2021年三季報來看，淨息差略有回升，整體平穩。同時，一些銀行在淨息差收窄的情況下，仍能實現較高增長。
餐飲股延續跌勢，海底撈續跌5%再創調整新低。奈雪的茶預計2021年全年取得收入較2020年的增長幅度將低於預期。 另外，國內新增新冠肺炎確診病例92宗，本土病例佔59宗，包括黑龍江27宗，其中黑河市25宗、甘肅10宗、河北9宗等，餐飲股或受近期疫情拖累。
航空股全線走低，四家航企Q3虧損共計逾80億。截至10月29日晚間，南方航空、中國國航、中國東航、春秋航空、吉祥航空陸續公佈業績。2021年第三季度，五家航司營業收入共為707.69億元，歸屬於上市公司股東的淨利潤方面，除春秋航空實現逾一億元淨利潤外，其餘四家虧損共計逾80億元。“三大航”中，中國東航第三季度淨虧損29.54億元，前三季度淨虧損81.62億元；中國國航第三季度虧損35.36億元，前三季度虧損103.22億元；南方航空第三季度淨虧損14.3億元，前三季度淨虧損61.2億元。
保利協鑫能源(3800.HK)飆漲逾62%。公司此前發佈業績顯示上半年淨利潤24.07億元人民幣，同比增長220%。瑞信最新將保利協鑫能源評級上調至跑贏大市，目標價4港元。
重慶鋼鐵股份(1053.HK)跌超8%，三季度淨利同比下降26.63%。公司10月29日公吿稱，今年第三季度營業收入90.94億元，同比增長29.95%；歸屬於上市公司股東的淨利潤1.83億元，同比下降26.63%；歸屬於上市公司股東的扣除非經常性損益的淨利潤1.82億元，同比下降26.05%。
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