港股收評:恆指暴力反彈收復2萬點,恆生科技指數漲超22%創記錄最大單日漲幅
3月16日,金融委午後重磅發聲,港A市場直線拉昇。港股迎來報復性反彈行情,恆生科技指數飆漲22.2%,一舉收復4200關口,且為歷史最大單日漲幅;恆生指數大漲9.08%,上揚超1600點收復2萬點大關,行業板塊齊反彈,連續低迷的市場情緒得以恢復。今日南下資金大幅淨流入95.96億港元,大市成交額超3千億港元。
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盤面上,大型科技股引領大市上漲,京東飆升超35%,快手、美團均飆漲逾30%,阿里巴巴、騰訊、百度均大漲超20%;前期持續大跌的汽車股、餐飲股、旅遊股、教育股、濠賭股、醫藥股、航空股、內房股與物管股等均大幅反彈,理想汽車、小鵬汽車均飆漲逾30%,九毛九、海底撈大漲超20%。另一方面,惟香港本地股少數走低,長實集團跌近2%,昨日強勢股回調明顯。
具體來看
大型科技股引領大市上漲,京東飆升超35%,快手、美團均飆漲逾30%,阿里巴巴、騰訊、網易、百度均大漲超20%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_2.png)
抗疫概念股大漲,京東健康漲近33%,歌禮制藥漲22.64%,騰盛博藥漲21%,復星醫藥漲12.2%,中國生物製藥漲8.42%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_3.png)
國家衞健委昨日發佈《新型冠狀病毒肺炎診療方案(試行第九版)》,將國家藥監局批准的兩種特異性抗新冠病毒藥物PF-07321332/利托那韋片(Paxlovid)和國產單克隆抗體(安巴韋單抗/羅米司韋單抗注射液)寫入診療方案。
旅遊、航空、餐飲等經濟復甦概念股集體上漲。餐飲股中,海倫司漲近35%,海底撈、九毛九漲超21%,百勝中國漲超16%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_4.png)
旅遊股中,攜程漲超35%,同程旅行漲超20%,香港中旅漲9.45%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_5.png)
航空股中,美蘭空港漲17.69%,南方航空漲14.81%,中國國航漲11.13%,東方航空漲9.65%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_6.png)
國家衞健委昨日發佈《新型冠狀病毒肺炎診療方案(試行第九版)》,其中提出,對病例實施分類收治。根據各地反映的“奧密克戎變異毒株患者以無症狀感染者和輕型病例為主,大多不需要過多治療,全部收治到定點醫院會佔用大量醫療資源”等意見,進一步完善了病例分類收治措施。
汽車股大漲,理想汽車、小鵬汽車漲超30%,蔚來漲超29%,比亞迪股份漲17.8%,吉利汽車、長城汽車、北京汽車漲超10%。
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濠賭股全線反彈,金沙中國漲超18%,美高梅中國漲超15%,銀河娛樂漲超14%,永利澳門、新濠國際發展漲超9%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_8.png)
教育股表現活躍,新東方漲超37%,希望教育、中教控股漲超20%,新高教集團、中國東方教育漲超18%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_9.png)
地產股飆升,龍光集團、旭輝控股漲超23%,中國奧園漲超20%,中國金茂、龍湖集團漲超19%,新城發展、世茂集團、碧桂園漲超15%。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_10.png)
消息面上,國務院金融穩定發展委員會召開專題會議。會議指出,關於房地產企業,要及時研究和提出有力有效的防範化解風險應對方案,提出向新發展模式轉型的配套措施。
南向資金淨流入95.96億港元,其中港股通(滬)淨流入43.01億港元,港股通(深)淨流入52.95億港元。
![](https://hq-prod-news-server-1257884527.cos.ap-chengdu.myqcloud.com/photo/6909676133961286014_11.png)
展望後市,目前無論從技術指標或回撤幅度來看,港股未來下行空間較為有限,長期配置價值已經凸顯。港股的估值已經位於歷史底部,資金擁擠度也大大降低,市場在經歷了1年有餘的下行週期後還繼續殺跌,已經一定程度上背離了基本面,而是相對更受到情緒因素影響,存在一定的過度反應。目前的港股不論是從估值還是籌碼角度都已經具備相當的性價比,或為穩健的長期投資者提供了上佳的入場機遇,可以從長期角度關注港股資產的戰略配置價值。
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