港股收評：三大指數四連升，中芯國際升近10%領跑半導體，石油股、內銀股下跌
1月17日，港股上午盤三大指數衝高午後維持震盪行情，錄得4連升行情，市場情緒持續回穩。截止收盤，恒指、國指分別上升0.31%及0.14%，恒生科技指數升1.4%。
盤面上，大型科技股升跌不一，京東升4.71%，小米升1.75%，阿里巴巴、美團飄紅，網易跌2%，騰訊、百度走低；半導體芯片股全天強勢，龍頭中芯國際大升超9%續刷階段新高；鋁業股延續昨日上升行情，權重股中國宏橋升超5%；建材水泥股、家電股、啤酒股、內房股、汽車股多數表現活躍。另一方面，內銀股、石油股低迷大市相對承壓，工農中建四大行，以及中國石油、中國石化均跌超1%，稀土概念股、光伏股、體育用品股普跌。
具體來看：
大型科技股升跌不一，京東升4.71%，小米升1.75%，阿里巴巴、美團飄紅，網易跌2%，騰訊、百度走低。
半導體板塊升幅居前，中芯國際升9.58%，晶門半導體升超5%，華虹半導體、上海復旦升超4%。消息面上，調查機關將依法對美進口芯片啟動調查，半導體國產化進程有望加速。
建材水泥股普升，西部水泥升4.79%，海螺水泥升2.43%，中國建材、華新水泥、東吳水泥升超1%。
券商指鋁板塊利潤快速修復，鋁業股上揚，榮陽實業升超7%，中國宏橋升超5%，中國鋁業升超2%，俄鋁、興發鋁業跟升。
內房股部分活躍，中國金茂升3.41%，越秀地產、綠城中國、龍湖集團、新城發展、華潤置地、遠洋集團升超2%。
石油股低迷，中國石油化工股份、中國石油股份跌超1%，中國海洋石油、上海石油化工股份跟跌。
內銀股飄綠，中原銀行跌7.81%，工商銀行、建設銀行、招商銀行、農業銀行跌超1%。
太陽能光伏板塊普跌，北京能源國際、福萊特玻璃、陽光能源跌超2%，協鑫科技、福耀玻璃、協鑫新能源跌超1%。
博彩股下跌，澳門勵駿跌近6%，美高梅中國、永利澳門跌超2%，金界控股、新濠國際發展、金沙中國跟跌。
今日，南向資金淨買入83.25億港元，其中港股通（滬）淨買入51.24億港元，港股通（深）淨買入32.01億港元。
展望後市，東吳證券研報稱，2025年預計港股將進一步回升，主要理由是：1）全球仍處在美元降息週期，上半年繼續降息，這對於新興市場的股票，包括中國資產來説仍然有利；2）港股估值相對全球主要股指依然偏低；3）國內政策發力下港股盈利將會進一步改善等。
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