港股午評：恆指漲0.69%，教育股大爆發，半導體股高開低走
格隆匯12月14日丨港股上午盤三大指數開盤衝高後明顯回落，盤中曾全部轉跌。恆生科技指數午間小幅上漲0.06%，恆指、國指分別漲0.69%和0.92%。南下資金半日淨流入2.48億港元，大市成交額為747億港元。
盤面上，大型科技股普遍上漲，網易漲超3%，百度、美團、騰訊、阿里巴巴等權重齊漲；又有教育股進軍直播行業，教育股集體大爆發，光正教育飆升80%表現最佳；中金指當前漿價下落拐點明確，紙業股走強明顯；煤炭股、黃金股、手遊股、風電股表現活躍。 另一方面，互聯網醫療股繼續大肆回落，半導體股高開低走，汽車股、濠賭股、保險股、軍工股普跌。
板塊方面
又有教育股進軍直播行業！教育股集體爆發。 有了新東方直播帶貨的成功經驗，思考樂教育也開始轉型直播帶貨。12月12日，思考樂教育正式開啟直播帶貨，瞄準抖音本地生活賽道，旗下首位達人“文鮮生”也在12日上線抖音直播間。
內銀股多數上漲，機構指銀行估值系統性提升空間巨大。中信證券研報指出，2022年，由於信用需求走弱、息差下降、風險預期抬升，銀行板塊估值創歷史新低。2023年，銀行基本面上述三大要素有望邊際改善，疊加中長期資產質量拐點到來，行業估值系統性提升空間巨大，建議投資者積極配置。
個股方面
復星醫藥(600196.SH)早盤一度大漲12%，阿茲夫定即將開放網售。復星醫藥是國產新冠口服藥阿茲夫定的獨家商業化合作方，復星醫藥昨日向媒體確認，阿茲夫定即將開放網售，將先在方舟健客APP和京東健康發熱門診上實現線上處方，開具處方需要持有核酸檢測陽性或者抗原檢測陽性作為依據，售價為330元/瓶(1mg*35片)。
維達國際13.5%創3個月新高，機構指明年盈利能力得到修復。光大證券最新報吿指，23年木漿成本降低將令維達國際盈利能力得到修復，改善彈性更大，帶來業績高增長，維持“買入”。該行認為公司與全球同類可比公司相比，目前估值水平較低，並且基本面已經觸底，漿價拐點漸行漸近。
中國鐵塔漲超18%，獲三大電信運營商租用通信鐵塔。中國鐵塔發佈公吿，內容有關公司與各通信運營商股東(即中國移動公司、中國聯通公司及中國電信)訂立的2018年服務框架協議，公司向通信運營商股東及其分公司或附屬公司提供為期五年的塔類產品、室分產品、傳輸產品及服務產品相關服務。2018年服務框架協議將於2022年12月31日屆滿。中移動、聯通和中電信均是公司的主要股東，分別持有公司股本約27.93%、約 20.65%和約20.5%。
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