港股收評：恒指一度站上23000點創階段新高，AI醫療、DeepSeek概念大升
港股三大指數持續上升，早盤衝高午後小幅回落後再度拉昇，目前三大指數均步入技術性牛市。截止收盤，恒指、國指分別上升1.59%及1.82%，恒指一度站上23000點上方，恒生科技指數升2.54%表現最強，三者繼續刷新階段新高。
盤面上，權重科技股繼續發力大升，小米大升7.2%再創歷史新高市值超1.2萬億港元，快手則大升9.6%；DeepSeek概念股持續引領市場上升，AI醫療概念股升幅明顯，汽車股、雲計算、半導體芯片股、家電股、餐飲股等紛紛上升。另一方面，市場擔心哪吒“票房後勁不足”，連續上升的影視娛樂股集體回落，阿里影業跌超6%，歡喜傳媒、檸萌影視、貓眼娛樂皆走低，中資券商股午後轉跌明顯。
具體來看：
大型科技股大升，快手升超9%，小米集團升超7%，京東健康升超5%，嗶哩嗶哩、眾安在線等跟升。
互聯網醫療股走強，京東健康升超6%，麥迪衞康升超5%，眾安在線、阿里健康跟升。
里昂證券發佈報吿指出，中國互聯網醫療保健行業正乘着人工智能（AI）的浪潮快速發展。報吿強調，隨着AI技術的進步和應用，中國互聯網醫療保健行業將迎來新的增長機遇。
機器人概念走高，地平線機器人升超10%，優必選升超9%，小米集團升超7%，華虹半導體、小鵬汽車等跟升。
DeepSeek概念股繼續活躍，出門問問升超16%，創夢天地升超12%，心動公司、美圖公司升超10%。
消息面上，多家外資機構認為，隨着DeepSeek的技術突破，半導體行業將經歷較大的波動，但長期來看，AI計算能力的需求仍會持續增長，推動芯片和硬件市場的發展。
汽車股普升，吉利汽車升超5%，比亞迪股份、小鵬汽車、蔚來升超3%，理想汽車、長城汽車等跟升。
中國汽車工業協會昨天(17日)發佈數據顯示，2025年1月份，我國汽車行業迎來平穩開局。其中，乘用車延續良好表現，產銷分別完成215.1萬輛和213.3萬輛，同比分別增長3.3%和0.8%，實現同比雙增。
影視股大跌，阿里影業跌超6%，中國星集團跌超5%，歡喜傳媒、稻草熊娛樂、檸萌影視等跟跌。
教育股跌幅居前，希教國際控股跌超7%，中教控股、華南職業教育跌超5%，中國東方教育、中國科培等跟跌。
今日，南向資金淨買入224.23億港元，其中港股通（滬）淨買入135.13億港元，港股通（深）淨買入89.09億港元。
展望後市，中國銀河證券表示，短期內，隨着AI應用場景逐漸落地，投資者情緒較為樂觀。中長期看，港股行情仍取決於基本面情況。隨着新質生產力發展和國內促消費政策實施，港股公司盈利預計穩中有增。總體上，港股預計震盪上行。
配置方面，第一，科技板塊依然具備較高投資機會。特朗普當選後，科技方面中國國內自主可控邏輯的重要性提升。第二，在國內擴內需、穩消費等政策刺激下，港股消費股業績有望大幅改善。第三，在海外不確定因素擾動下，港股高股息策略仍具備吸引力，尤其是積極進行市值管理的央企高股息標的
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