港股收評：恆指跌0.44%，新能源，汽車股領漲市場
12月14日，香港恆生指數微跌0.44%，報26389.52點，恆生國企指數微跌0.09%，報10443.12點，恆生科技指數漲0.60%，報8128.81點。大市成交1433.07億元。南下資金淨流入0.97億元。
圖片來源：wind
盤面上，生物醫藥股、影視娛樂股板塊漲幅居前，光伏新能源全天強勢，午後漲幅進一步擴大，洛陽玻璃股份大幅收漲24%；汽車股亦全線上揚，長城汽車漲超8%。
恆生科技股漲跌各半，大型科技股分化，小米大漲近6%，美團跌3.8%，騰訊跌近3%；在線教育股、乳製品、軍工股現普漲行情，煤炭板塊領跌，紙業股、鋼鐵股、航空股跌幅明顯。
具體來看，
光伏新能源全天強勢，北控清潔能源大漲19.18%，信義光能漲超3%，夫萊特玻璃也大漲逾10%。
花旗發佈研究報告表示，中國的新目標意味着，未來十年每年新增超過75吉瓦的風力和光伏發電能力，考慮到中國大型電力公司雄心勃勃的可再生能源擴張計劃和地方政府的大力支持，實際數字可能會超過這一目標
影視娛樂股領漲市場，中國三三傳媒大漲18.75%、寰宇娛樂文化、阿里影業漲超5%。
汽車股表現亮眼，長城汽車大漲8.10%，廣汽集團、東風集團股份、比亞迪股份紛紛跟漲。
中國汽車工程學會副祕書長葉盛基表示，通過調研和預測預判，2021年汽車產銷將超過2600萬輛，有望實現3%-5%的增長，來年產銷量水平將超過去年，接近前年。而新能源汽車則可能迎來更大的驚喜，增速或將超過30%以上，銷量很可能會達到180萬輛
煤炭遭遇回調，蒙古焦煤、安域亞洲跌幅超10%，中煤能源、恆鼎實業、首鋼資源跌幅超5%。
港股通方面，洛陽玻璃股份、浙江世寶、明源雲集團、福萊特玻璃漲幅超10%，中煤能源、中石化油服、先健科技跌幅居前。
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南下資金方面，全天累計淨流入僅在9795萬元，港股通（滬）淨流出10.47億元，港股通（深）淨流入11.45億元。
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中金表示，對四季度不宜悲觀，「復甦交易為主線」，要適當增加「老經濟」的配置。近期「順週期」的「復甦交易」幾乎成為一致預期，但市場風格轉換趨弱，市場在連續三週小幅上漲後也出現了回調。臨近年底市場風險偏好可能偏弱，建議投資者在市場的變化中穩守基本面與估值底線，注重低估值、有正面催化等因素，逢低吸納符合產業升級與消費升級主線的優質成長個股。
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