港股收評：恆指漲0.31%，金融、石油力撐大市
今日港股高開低走，恆指早盤強勢，午盤持續回落，收盤漲0.31%報26669點。恆生科技指數跌2.29%報7921點，恆生中企指數收跌0.52%報10558點。大市成交額1781億港元，南下資金淨流入6.97億港元。
數據來源：Wind
盤面上，銀行、石油、保險板塊強勢，匯豐控股、中國太保、中海油上漲力撐大市飄紅；鋼鐵、煤炭、濠賭板塊普漲，鞍鋼股份升超7%；大型科技股全部下挫，美團跌超3%，騰訊跌近2%，京東、網易、阿里均跌逾1%；黃金股尾盤跌幅擴大，體育用品股多數低迷，醫療保健股重挫，集中採購種類擴大。
具體來看：
香港銀行股集體上漲，匯豐控股漲6.5%，渣打集團、中銀香港、恆生銀行等跟漲。
保險股上揚，中國太保一度大漲7%，宏利金融、中國太平、中國平安均升超2%。日前，銀保監會官網發佈《保險代理人監管規定》，首次提出了“獨立個人保險代理人”概念，並將保險代理機構中從事銷售保險產品乃至進行損失勘察、理賠等業務的人員都納入監管，取消了許可證3年有效期的設置。
零售概念走強，茂宸集團大漲近18%，恆基發展、金貓銀貓、周生生等跟漲。
新能源物料板塊大幅回調，卡姆丹克太陽能跌近29%，中發展控股、陽光能源、天能動力等跟跌。
酒精飲料板塊跌幅居前，麥迪森控股跌5%，青島啤酒、香港生力啤、華潤啤酒等跟跌。
醫療保健設備集體走弱，春立醫療跌17.7%，愛康醫療、康基醫療、官醖控股等跟跌。消息面上，第二批高值醫用耗材集採公佈，大大擴展了耗材品類數，主要包括：人工髖關節、人工膝關節、除顫器、封堵器、骨科材料、吻合器六大品類。
港股通方面，中石化油服漲近11%，COSMOPOL INT、華寶國際、鞍鋼股份漲幅居前；愛康醫療跌超15%，康基醫療、中國宏橋、先健科技跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入6.97億港元，其中滬港通淨流入13.62億港元，深港通淨流出6.66億港元。
數據來源：Wind
展望後市，瑞銀財富認為，新冠疫苗有機會面世、環球及中國經濟復甦、財政刺激及極低利率等持續對資產價格構成支持，但MSCI香港指數自三季度至今反彈逾10%，已經體現不少利多因素，估值水平不算吸引。當前港股遠期市盈率略高於5年平均值，市淨率則接近5年平均值。估計MSCI香港指數明年盈利增長強勁反彈21%，意味2019至2022年間每股盈利年增長預期5%至6%。但基於基本面缺乏亮點，限制了估值顯著走高，港股明年預計將温和上漲8%至10%。
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