港股收評：絕地大反攻！恒生科技指數一度升5.2%，金融股、遊戲股活躍
今日，港股迎來絕地反擊行情，恒生科技指數盤中大升5.2%，收升3.7%，恒指、國指分別上升2.63%、2.78%，恒指上揚近400點重回萬五關口上方。
盤面上，大型科技股首當其衝，網易升6%，京東、騰訊、百度、美團皆強勢；大金融股、中字頭股等權重亦全線拉昇，招商銀行一度升超7%，中國平安、中金公司等紛紛上升；內房股升幅突出，龍湖集團升超9%領銜；遊戲股表現強勢。另一方面，啤酒股、燃氣股、電池股等部分板塊走低，百威亞太跌近2%，華潤燃氣跌近3%。細價股普遍弱勢，愛帝宮閃崩80%。
具體來看：
遊戲股反彈，網易升超6%，瘋狂體育升超5%，心動公司升超4%。
消息面上，此前引發遊戲股暴跌的《網絡遊戲管理辦法(草案徵求意見稿)》，已經被刪除。海通證券分析師胡曉嶽在一份報吿中表示，取消公吿可能表明“新措施可能會有進一步的變化”。因為以往即使在諮詢期結束後，徵求意見的監管措施也有留有記錄。
內房股升幅居前，龍湖集團升超9%，金輝控股、華潤置地、世茂集團升超7%，碧桂園、越秀地產升超6%，綠城中國等升超5%。
消息面上，近期監管部門明確，納入城中村改造、保障房建設的城市擴圍，由城區常住人口超過300萬的城市分別擴圍至省會城市或城區常住人口超過200萬的城市，省會城市或城區常住人口超過100萬的城市。按照相關指標推算，納入城中村改造、保障房建設的城市將由35個分別擴大至52個、106個。
新能源板塊大升，信義光能升超9%，福萊特玻璃、協鑫科技升超6%，金風科技升超2%。
大金融板塊集體走高，招商銀行、江西銀行升超6%，中國太平升超6%，中國平安、中金公司升超5%，郵儲銀行、中信證券升超4%。
汽車股走強，小鵬汽車升超7%，理想汽車升超6%，蔚來升超5%，北京汽車升超4%，吉利汽車、比亞迪股份、雅迪控股升超3%。
消息面上，比亞迪騰勢銷售事業部總經理趙長江發文，稱“回一下半個月前彼岸的網絡回覆”，特斯拉將在24年遇到智能輔助駕駛系統和車型嚴重的挑戰。
啤酒股走勢分化，百威亞太、青島啤酒跌超1%，香港生力啤、華潤啤酒跌超1%。
燃氣股下跌，北京燃氣藍天跌超4%，華潤燃氣、港華智慧能源跌超2%。
個股層面，東方甄選大升近6%，報24.9港元/股。近日市場傳聞稱東方甄選可能與TikTok進行合作，知情人士迴應“消息屬實”。
今日，南向資金淨賣出53.2億港元，其中港股通（滬）淨賣出24.77億港元，港股通（深）淨賣出28.42億港元。
展望未來，未來一至兩個季度，在美債利率見頂回落及國內政策發力的共同推動下，或出現類似於2023年初的修復式反彈。但中長期來看，能否破局反彈變為反轉，則有待更多政策推動。配置上，短期反彈關注港股成長，中長期增配高股息。
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