港股收評：恒科指升0.41%，生物醫藥股強勢，晨鳴紙業暴跌超22%
11月20日，港股三大指數延續小幅反彈行情，恒指、國指分別上升0.21%及0.12%，恒生科技指數升0.41%，市場情緒表現平穩。
盤面上，大型科技股升跌不一，軟件類股大幅上升，SaaS概念股升幅居前；生物科技股全天表現強勢，蘋果概念股、重型機械股、教育股、航空股、豬肉概念股齊升。汽車股、汽車經銷商股多數走低，半導體芯片股、黃金股、內房股多數走低。
具體來看：
科技股升跌各異。快手、嗶哩嗶哩、美團、騰訊等升超1%，小米跌超1%，阿里、網易等跟跌。
SaaS概念股強勢，匯量科技大升超37%，醫渡科技升超18%，金山軟件升超9%，金蝶國際升超8%。分析人士認為，AI應用商業化進程啟動一年後，越來越多的跡象表明，海外資金對AI的挖掘正從硬件切換到軟件，垂類軟件公司價值加速兑現，應用側的未來更加清晰。
生物醫藥股大升，榮昌生物大升超11%，康方生物升超9%，諾誠健華、藥明合聯升超6%，泰格醫藥、百濟神州等跟升。消息面上，GLP-1類藥物研討會（成都場）今日舉行，與會人員就全球GLP-1類藥物研發趨勢展開討論。業內人士在會上透露，GLP-1類藥物適應症未來或將拓展至PCOS、腦卒中等領域。GLP、GCG、GIP三靶點藥物開始崛起。
蘋果概念股齊升，瑞聲科技升5%，比亞迪電子升超3%，富智康集團、丘鈦科技跟升。國泰君安表示，以蘋果為代表的手機品牌商提升印度及東南亞地區的代工產能佔比有望拉動新一輪設備資本開支。在蘋果提升印度及東南亞代工份額前，其需大幅提升產線自動化率，當前瓶頸主要在後端組裝及外觀缺陷檢測兩大環節。對3C設備行業維持增持評級。
紙業股跌幅居前，晨鳴紙業暴跌超22%，陽光紙業跌超2%。個股消息面上，晨鳴紙業公吿稱，由於造紙業務低迷，公司正面臨高達23.94億元的債務逾期，受此影響，約71.7%的產能被迫停產、限產。
新能源車股走低，蔚來、長城汽車、小鵬汽車跌超3%。Canalys發文稱，2024年下半年，中國汽車品牌乘用車出口量有望達到250萬輛，全年總量將達450萬輛，同比增長29%。受歐盟關税政策和新能源車需求下降的影響，中國純電動車型出口增速將放緩至9%(86萬輛)，出口佔比將從2023年的22.5%下降至2024年的19.0%。
今日，南下資金淨買入55.71億港元，其中港股通（滬）淨買入30.13億港元，港股通（深）淨買入25.59億港元。
展望後市，國信證券認為，港股或已到達較優買入價格。在業績期、國內財政政策、中美關係預期、美聯儲貨幣政策預期等多重主線因素的影響下，港股如期迎來了一輪估值出清。
從點位上看，恒生指數已經到達前期所預期的恒指19500-19800的加倉點位；恒生指數的風險溢價達到6.9%，接近7%的目標位置。
從量價角度看，恒指在上週的後四個交易日已經呈現出縮量下行狀態，説明市場正在接近下行趨勢的末尾。
從資金的角度看，上週五南向資金的流入量大幅下降，據此反推外資退出的格局可能已經很大程度上得到扭轉。綜上，該機構認為港股在本週有望迴歸上行趨勢。
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