《即日市评》恒指向上挑战两万四遇阻 美团及车股起舞
港股今日随外围股市续升。美国总统特朗普出院及已返回白宫继续接受治疗，其代表指特朗普仍计划参与本月15日在迈阿密举行的第二场总统选举辩论，市场同时憧憬美国国会通过新刺激经济方案，昨晚美股道指升1.7%及纳指扬2.3%，执笔之时美汇指数跌至93.48，道指期货最新跌12点或0.04%、纳指期货最新跌46点或0.4%。而十一「国庆」黄金周期间，A股於10月1日(上周四)至10月8日(本周四)休市。
恒指今日随外围上升，但在24,000点受阻。恒指今早高开127点，曾高见24,005，全日升212点或0.9%，收23,980，连升三个交易日(累升705点或3%)；国指升88点或0.9%，收9,536点；恒生科技指数升244点或3.4%，收7,336点。大市全日成交总额868.11亿元，沪、深港通南下交易因内地假期暂停。
【美团升半成 车股受追捧】
部份科技股跑出，中芯(00981.HK)回升7%收18.5元，小米(01810.HK)升2.9%，而美团点评(03690.HK)股价抢高近5%收258元。据美团外卖提供数据显示，10月1日至3日美团旗下「跑腿」业务日均订单量按年增长151%，其中，「跑腿代排队」业务订单按年大增419%。
被内地称为「造车新势力」的蔚来、理想及小鹏，9月销售报捷，汽车股有支持，华晨(01114.HK)、北汽(01958.HK)及长汽(02333.HK)各扬4.3%、7.4%及8.9%，吉利(00175.HK)全日股价弹高6.1%收15.62元。美银证券发表报告表示，吉利旗下领克於9月底宣布「欧洲计划」，用户可在欧洲按月短租或直接购买旗下汽车，或向客户每月收取最高500欧元的全方位服务费用，包括保险，故障恢复和税收。领克料将在明年春季向欧洲交付首款汽车，该行指领克这种商业模式具有其创新性，认为其新业务的潜力，可帮助领克增强其在欧洲市场的品牌知名度，而不会招致高昂的成本和运营成本。
【沽空率下降 手机设起舞】
港股今日市宽略向好，主板股票的升跌比率为28比13(上日22为19)，上升股份1,115只(升幅3.2%)；恒指成份股今日37只股份上升，下跌股份9只，升跌比率为74比18(上日为62比34)；大市今日录沽空115.71亿元，占可沽空股份成交637.42亿元的18.152%(上日为21.552%)。
手机设备股造高，瑞声(02018.HK)及舜宇(02382.HK)股价分别走高4.6%及3.5%，丘钛科技(01478.HK)扬6.8%；高伟电子(01415.HK)全日股价飙38%收5.12元。银河-联昌证券发表报告表示，就高伟电子计划宣派每股93.2港仙特别股息，将於今年11月5日派付，此相当於其每股净现金1.39元的三分之二，并相信公司未来将维持慷慨的派息政策，估计其2021财年将派发每股7.1美仙(相当约55港仙)的股息，因公司自由现金流量表现强劲。
银河-联昌证券重申对高伟电子「收集」投资评级，目标价由原来5.84元上调至7.23元，因苹果公司料将於10月15日推出5G版的iPhone 12，料公司在iPhone 12产品平均售价可提升12%，并相信其2021财年可持续强劲的增长势头，因市场对5G版的iPhone的替代需求。
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