《即日市评》内银及汇控齐抢高 阿里迫近300元关
内银股持续受捧，港股今日持续向上。市场憧憬美国可於今年底前推新型肺炎疫苗，加上美零售销售数据好於预期，美股道指及纳指上周五均升0.4%，执笔之时美汇指数跌至93.57，美股道指期货最新升207点或0.7%、美股纳指期货最新升114点或近1%。内地公布今年第三季GDP按年增4.9%低於预期、但中国9月规模以上工业增加值按年升6.9%(市场原预期升5.8%)、9月零售销售按年升3.3%(原预期升1.6%)、上证综指跌0.7%收3,312，深证成指跌0.8%，沪深两市成交额共7,391亿人民币。
恒指今早高开178点後，升幅曾扩大至385点一度高见24,771点，中午前升幅曾收窄至91点，最终全日升155点或0.6%，收24,542点；国指升63点或0.6%，收9,978点；恒生科技指数跌33点或0.5%，收7,570点。大市全日成交总额1,228.29亿元，沪、深港通南下交易录得净流入金额分别为19.74亿及14.44亿元人民币。
汇控(00005.HK)股价走高2.5%收30.9元。但部份科技股走弱，美团(03690.HK)股价跌2.6%收259元，野村指公司9月外卖业务复苏步伐较预期慢；小米(01810.HK)股价下滑4.1%，遭花旗一举降小米评级至「沽售」，削目标价至19.3元，花旗指出市场低估了华为竞争力对小米集团的影响，加上市传华为拆售子品牌荣耀，或将对小米造成显着打击。
【汇控有支持 内银续受捧】
内银股续受市场追捧，工行(01398.HK)股价弹高3.6%收4.58元，建行(00939.HK)及农行(01288.HK)股价各上扬1.8%及2.6%。摩根士丹利发表报告指，相信市场对内地银行股的忧虑已由宏观或不良贷款风险，转移至政策窗口指引的不确定性。该行因此调整其盈利及估值模型以反映这些改变。即使考虑到政策指导的某些永久性影响，但仍因为估值向下重评的情况已过头，并认为是时候收集内银股。
该行指，随着疫情的影响消褪，内地经济复苏持续扩大，市场对中国长期经济增长的担忧已明显减少相信，这可能会增加市场对中国维持健康GDP增长能力的信心，这也将转化为信贷和资本需求的健康状况，从而使内银股的股本回报率(ROE)更长时间维持稳健。大摩将农行投资评级由原来的「与大市同步」上调至「增持」，目标价由原来的4.1元下调至3.5元。
【沽空率回落 高鑫股价飙】
港股主板今日市宽转弱，主板股票的升跌比率为19比21(上日24为18)；恒指成份股今日36只股份上升，下跌股份13只，升跌比率为72比26(上日为46比46)；大市今日录沽空159.67亿元，占可沽空股份成交969.29亿元的16.473%(上日18.16%)。
市传蚂蚁集团香港IPO获中证监批准，此外阿里巴巴收购高鑫零售(06808.HK)的控股权及提全购，阿里股价升1.1%收297.2元，盘中曾高见299.4元迫近三百元关、高鑫零售今日急弹19.2%收9.45元。大和发表研报指，阿里宣布入主高鑫零售，收购完成後阿里连同其关联方将持有高鑫约72.35%的经济权益，预期合并财报後阿里上半年收入预计将增长19.8%，调整後盈利则增长1.4%，但由於要等到交易完成财报才会合并，预期对阿里2021财年收入及盈利影响不足10%及0.7%。
该行表示，将入主高鑫视为阿里新零售计划「淘鲜达」的延伸，对阿里巴巴予「买入」评级，目标价348元。
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