港股收評：恒指跌0.86%，蘋果概念股大幅走低，舜宇光學科技跌超7%
1月8日，港A兩地市場午後持續回升，A股較強上證指數拉昇收紅，港股三大指數仍舊維持較大跌幅。截止收盤，恒指、國指分別下跌0.86%及0.84%，恒生科技指數跌1.09%，三者盤中均跌超1.7%。
盤面上，大型科技股多數繼續下跌，小米、騰訊分別再度下跌3.95%及2.74%，快手、美團跌超1%，網易逆勢升近3%；手機等3類數碼產品購新補貼落地，手機產業鏈股、消費電子概念股跌幅尤為明顯，舜宇光學、瑞聲科技均下挫超7%；煤炭運銷協會指焦煤生產將進入階段性的供應收縮期，煤炭股全天弱勢；稀土概念、生物醫藥、中資券商股紛紛走低。另一方面，國家發改委加碼以舊換新補貼政策，家電股升幅搶眼，海信家電大升近8%；豬肉龍頭萬洲國際升約3%，石油股、光伏股表現相對活躍，三桶油均上升。
具體來看：
大型科技股多數下跌，小米跌3.95%，騰訊跌2.74%，快手、美團跌超1%，網易逆勢升近3%，京東勉強飄紅。
蘋果概念股持續下行，東江集團控股、舜宇光學科技、瑞聲科技跌超7%，高偉電子跌超6%，丘鈦科技跌超4%。消息面上，國家發展改革委、財政部發布通知稱，實施手機等數碼產品購新補貼。對個人消費者購買手機、平板、智能手錶手環等3類數碼產品，按產品銷售價格的15%給予補貼，每位消費者每類產品可補貼1件，每件補貼不超過500元。不過，補貼要求數碼產品單件銷售價格不超過6000元。
煤炭股集體表現弱勢，兗礦能源跌4.73%，力量發展跌3.94%，中國神華、蒙古焦煤、易大宗跌超2%。
半導體股部分飄綠，晶門半導體、華虹半導體跌超3%，上海復旦跌2.51%，中芯國際、宏光半導體跌超1%。
中資券商股集體下挫，招商證券跌超4%，國聯證券、申萬宏源、中信建投跌超2%，中州證券、中金公司、中信證券、光大證券、中國銀河跌超1%。
航空股走低，美蘭空港跌5.36%，中國南方航空股份跌3.37%，北京首都機場股份、中國東方航空股份、中國國航跌超2%。
部分家電股逆市上升，海信家電升7.9%，海爾智家升2.85%，TCL電子升1.61%。消息上，國家發展改革委副主任趙辰昕在國務院政策例行吹風會上表示，享受以舊換新補貼的家電產品，由去年的8類增加到12類，單件最高可享受銷售價格20%的補貼。
油價上升助推石油股逆勢走強，中國油氣控股升4.55%，中國石油股份升1.47%，中國石油化工股份、中國海洋石油跟升。
港口運輸股部分飄紅，中遠海能升超11%，中國外運、太平洋航運升超1%。
今日，南向資金淨買入148.73億港元，其中港股通（滬）淨買入95.06億港元，港股通（深）淨買入53.67億港元。
展望後市，東吳證券指出，全球仍處於美元降息週期，預計上半年將繼續降息，這對新興市場股票，包括中國資產，將是一個利好因素。目前港股的估值相較於全球主要股指仍然較低，在國內政策的推動下，港股的盈利能力有望進一步提升。
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