《即日市评》港股倒跌 恒大系全线捱沽
受内房股捱沽利淡大市气氛下，恒指今日先升後回。美股昨晚上升，道指及纳指各升0.2%及0.4%，美国联储局主席鲍威尔表示，若美国国会未能通过额外的经济纾困措施，将加剧市场对经济增长放缓的担忧。而执笔之时美汇指数处94.32，道指期货最新跌17点或0.06%、美股纳指期货最新跌31点或0.3%．。中国恒大(03333.HK)存续债急跌影响投资气氛，上证综指下滑0.1%收3,219、沪深两市成交额5,694亿人民币。
恒指高开114点後，早段曾升184点高见23,495点，午後倒跌186点一度低见23,124点。全日跌75点或0.3%，收23,235点；国指跌68点或0.7%，收9,302点；恒生科技指数跌135点或1.9%，收6,918点。大市全日成交总额1,167.33亿元，沪、深港通南下交易录得净流入金额分别为6.45忆及11.22亿元人民币。农夫山泉(09633.HK)股价跌7.5%。
恒指本周累跌1,219点或5%、国指本周累跌500点或5.1%、恒生科技指数本周累跌452点或6.1%。市场忧欧洲疫情恶化及美国新一轮刺激经济措施陷僵局，投资者亦关注中美关系发展，美国总统特朗普近日再斥中国需为疫情蔓延全球负责，而国家主席习近平称无意跟任何国家打冷战热战，坚持以对话弥合分歧。
【忧债务风险 恒大系捱沽】
恒大系捱沽，中国恒大(03333.HK)全日股价挫9.5%收13.78元，恒大汽车(00708.HK)挫12.8%收16.82元，恒腾网络(00136.HK)挫19%。汇丰环球研究发表报告指，《彭博通讯社》在9月24日报道恒大向广东省政府发信，警告除非批准公司借壳在深圳上市，否则集团的潜在违约将对国家金融系统带来风险，同日恒大发声明强烈谴责重组情况谣言失实。
汇丰环球研究认为，恒大的人民币债下跌25-30个点子反映伤害已经造成，而公司需要采取举措扭转集团陷入下行旋涡或信心危机。具体而言，该行认为公司应自愿公布其流动性情况，例如是截至8月份的现金及负债水平等，另外回购於明年到期或可行使的恒大美元债及港元可换股债券将有帮助，此外分拆包括物管在内的子公司亦有助稳定市场信心。
【沽空率高企 明源云飙升】
港股今日市宽续弱势，主板股票的升跌比率为14比29(上日为8比35)，下跌股份1,129只(跌幅2.9%)，恒指成份股今日16只股份上升，下跌股份33只，升跌比率为32比66(上日12比88)；大市今日录沽空163.68亿元，占可沽空股份成交820.72亿元的19.943%(上日为19.25%)，升至近期最高位。
此外，明源云(00909.HK)首日挂牌，股价高开56.4%报25.8元，早段曾回顺至25元，随後掉头节节向上，尾市高见32元，全日收30.7元，较上市价16.5元，高14.2元或86.1%，成交3.13亿股，涉资83.5亿元。不计手续费，每手1,000股，账面赚1.42万元。
明源云是内地房地产开发商的第一大软件解决方案供应商，其专注於为中国房地产开发商及房地产产业链其他产业参与者提供企业级ERP解决方案及SaaS产品。是次上市共发售逾3.742亿股，并已引入包括高瓴资本、GIC、红杉资本及贝莱德基金等6名基石投资者合共认购1.29637亿股；10%公开发售获逾643倍超购，已启动回拨机制占比增至37%，认购一手中签率为10%，股份以招股范围(每股15-16.5元)上限定价，料集资净额约59.07亿元。(wl/u)
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