港股午評：恆指跌0.97%，光伏、汽車板塊走弱，內房股逆勢大漲
格隆匯11月3日丨港股上午盤三大指數集體下跌，恆指跌0.97%報24857點，國指跌0.73%報8798點，恆生科技指數跌1.34%報6229點。南下資金半日淨流入6.44億港元，大市半日成交額為678億港元。
盤面上，大型科技股普跌拖累大市低迷，快手跌超5%，百度、小米跌超3%，阿里巴巴跌近2%，騰訊、網易等皆有跌幅；光伏股大幅下挫，日前復牌大漲的保利協鑫能源下挫15%，信義能源、信義光能大跌超8%；汽車股、軍工股、教育股、石油股、航空股紛紛普遍走低，比亞迪股份、長城汽車皆跌超2%。 另一方面，體育用品股全線走高，煤炭股、半導體股、藥品股表現活躍；10月金融機構對房地產融資已基本恢復正常，內房股大幅反彈，佳兆業集團大漲15%表現較佳。
光伏板塊領跌。受利空傳聞影響，隆基股份A股跳水跌超6%，帶動港股市場走低。
內房股逆勢拉昇，10月金融機構對房地產融資已基本恢復正常。上證報從有關部門獲悉，10月份，無論是環比還是同比，房地產貸款投放規模均有較大幅度回升。金融機構對房地產融資已基本恢復正常。有業內人士稱，在現有監管制度下，房地產行業資金也會更多流向有產業支撐和吸引人口流動優勢的地區。
煤炭股走強。今日早盤，焦煤主力合約漲6.71%，焦炭主力合約漲逾5%，動力煤漲4.3%，短線有止跌企穩的跡象！中央氣象台預計，受寒潮影響，11月4日至7日我國自西北向東南將有一次大風降温天氣過程。
譚仔國際(2217.HK)大漲超12%創上市新高。公司是香港一家專營米線的知名連鎖餐廳營運商，在中國內地及新加坡亦擁有業務。以2019年的銷售額計，公司被列為亞洲麪食特色餐廳領域的第一位，佔有58.5%的市場份額。在10月7日獲國泰君安增持4200萬股，涉資約1.29億港元。
持續獲增持，海昌海洋公園(2255.HK)2日飆升20%。數據顯示，10月21、25-29日，執行董事曲程持續增持海昌海洋公園。6日共增持4364.6萬股，涉資約8438.71萬港元。增持後的最新持股數目約為18.69億股，最新持股比例為46.73%。 值得一提的是，公司近期創造的中國主題公園產業最大一筆股權交易紀錄——通過4.5個主題公園項目引進國際知名資本安博凱基金，共同發展推廣“海昌”品牌，該筆交易對價高達72.3億元。
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