港股收評：恒指跌近1%，博雅互動領升加密貨幣概念股，醫藥、教育股走低
12月5日，港股三大指數全天維持弱勢行情，主要指數早盤均跌超1.2%以上。截止收盤，恒指跌0.92%，國指跌1%，恒生科技指數跌0.77%，市場情緒總體表現乏力。
盤面上，大型科技股升跌不一，美團跌3.6%，阿里巴巴跌2.44%，快手跌超1%，小米升1.2%，騰訊、網易、百度飄紅；生物醫藥股跌幅較大，互聯網醫療股方向跌幅居前，教育股、汽車股、重型機械股普遍下跌，汽車股、餐飲股、鋰電池股、光伏股、黃金股、內險股等齊跌。另一方面，比特幣突破10萬美元大關，加密貨幣概念股持續大升，博雅互動放量飆升超22%；蘋果概念股表現活躍，丘鈦科技升超6%，航空股、建材水泥股、中資券商股普遍上升。
具體來看：
大型科技股升跌不一，美團跌3.63%，阿里巴巴跌2.44%，快手跌超1%，小米升1.2%。
生物醫藥股跌幅較大，互聯網醫療股方向跌幅居前。阿里健康、叮噹健康跌超3%，京東健康、眾安在線跌超2%。
內地教育股飄綠，成實外教育跌超4%，光正教育、21世紀教育跌超2%，卓越教育集團、中教控股、天立國際控股跌超1%。
汽車股下挫，恒大汽車跌3.33%，理想汽車、比亞迪股份、長城汽車、蔚來跌超1%。
餐飲股普跌，海倫司跌4.76%，海底撈跌3.02%，九毛九、達勢股份、味千跌超2%。
黃金及貴金屬板塊表現較弱，壇金礦業跌3.45%，靈寶黃金跌2.75%，紫金礦業、山東黃金跌超1%。
比特幣突破10萬美元大關，加密貨幣概念股持續大升，博雅互動放量飆升超22%，雄岸科技升14%，美圖公司升超6%。
蘋果概念股表現活躍，丘鈦科技升超6%，比亞迪電子升超5%，瑞聲科技、通達電子、高偉電子升超1%。
航空股普升，中國國航、中國南方航空股份升超3%，中國東方航空股份升超2%。
建材水泥股，山水水泥升超12%，東吳水泥、海螺水泥、西部水泥升超1%。
中資券商股部分活躍，光大證券、東方證券升超2%，中信證券、廣發證券、招商證券、申萬宏源升超1%。
今日，南下資金淨買入37.16億港元，其中港股通（滬）淨買入29.60億港元，港股通（深）淨買入7.56億港元。
展望後市，國泰君安認為，港股將在2025年震盪向上，結構性機會值得重視。2024年港股市場底部抬升，高分紅和成長風格表現良好。2025年市場不確定性降低，但特朗普關税政策構成主要風險；預計海外流動性改善將延續，國內政策持續發力，港股盈利小幅改善；推薦關注互聯網龍頭、政策支持的內需行業和盈利穩定的高分紅行業。
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