《即日市评》港股成交创逾两年高 阿里挫一成 旧经济股扬
受科技股急吐所拖累，港股今日反覆向下。市场关注美国总统选举结果，特朗普扬言会胜出大选，美国总务署目前仍未确认拜登总统当选的身份，而拜登感恩节前会公布内阁人选；执笔之时美汇指数回升至92.78，美股道指期货最新升145点或0.5%、美股纳指期货最新升21点或0.2%。内地10月新增人民币贷款6,898亿人币低於预、10月社会融资规模1.42万亿人民币(原预期1.4万亿人民币)、上证综指跌0.5%收3,342，深证成指跌近2%，内地创业板指数挫3.3%，沪深两市成交额共8,696亿人民币。
恒指今早低开74点，早段曾倒升131点一度低见26,432点，其後再度下跌，全日跌74点或0.3%，收26,226点；国指跌45点或0.4%，收10,541点；恒生科技指数跌496点或6.2%，收7,465点。大市全日成交总额增逾14%至2,674.57亿元，录自为2018年3月23日以来最高，沪、深港通南下交易录得净流入金额分别为39.29亿及60.65亿元人民币。
旧经济股有资金支持，中资电讯、内银及基建股逆市造好，中移动(00941.HK)升5.3%报53.95元，工行(01398.HK)涨3.2%，而中铁建(01186.HK)弹11.7%。但比亚迪(01211.HK)急吐14.9%收157元。
【成交两年高 阿里美团挫】
内地市场监管总局发布关於平台经济领域的反垄断指南，科技股续有沽压，腾讯(00700.HK)跌7.4%报551元，阿里巴巴(09988.HK)跌9.8%报248.4元，美团(03690.HK)跌9.7%报271元，而京东(09618.HK)跌9.2%。摩根大通发表报告表示，该指南是对现有互联网「反垄断法」的一种阐释，对电商平台领导者，如阿里巴巴及美团的影响较大，但其他主要的互联网运营商，如百度(BIDU.US)，携程(TCOM.US)及腾讯则相对有限，有可能会因财务影响而改变其运营策略，至於实际影响则要取决於相关规则的执行。
花旗则认为，内地互联网股捱沽，相信并非完全是担心所涉及平台经济领域触及属反垄断，也可能是新冠疫苗的进展，令市场情绪由行业从技术取向，转向价值取向。不过，从上述平台经济领域的反垄断指南建议的准则来看，该行认为，如果其中一些准则能够通过和实施，料可能通过以下方式影响行业发展，首先是在产品/内容推荐方面使用个性化定位工作的货币化进程可能将放慢，此会拖累所有电商平台，特别是阿里巴巴和拼多多(PDD.US)，考虑到京东(09618.HK)的自营电商(1P)零售模式，料所受影响较少。
【沽空率下降 港交所走弱】
港股主板今日市宽略转弱，主板股票的升跌比率为21比23(上日22为21)；恒指成份股今日33只股份上升，15只股份下跌，升跌比率为66比30(上日74比26)。大市今日录沽空285.56亿元，占可沽空股份成交2,413.8亿元的11.83%(上日13.339%)。
港交所(00388.HK)全日股价跌近4%收365.4元。瑞银发表报告指，港交所第三季纯利按年增长52%至33亿元，大致符合该行预期，收入亦大致符合预期，其现货及衍生产品核心业务处於正轨。现金收入按年增长98%，增幅略高於市场成交，部分原因是受到互联互通推动。北向及南向的日均成交额同样创有纪录以来新高，分别按年增长2.03倍及1.83倍。债券通交易量按年增长36%。
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