港股收評：重啟大升行情！恒科指暴升4%，半導體、重型機械股集體活躍
3月5日，港股三大指數午後持續攀升，市場再度迎來大升行情，短暫回調後或重啟升勢。截止收盤，恒生科技指數一馬當先，最終大幅收升4.02%，恒生指數、國企指數分別上升2.84%及3.14%。
盤面上，以明星科技股為首的權重股全線拉昇回暖助力大市上揚，小米大升7.22%表現搶眼；大金融股（銀行、保險、券商）尤其是農行、建行、中行創歷史新高；半導體、重型機械、建材水泥、蘋果概念、手遊、汽車股紛紛上升。另一方面，內房股多數走低，龍光集團、碧桂園、融創中國、雅居樂集團均下跌；奢侈品權重股普拉達績後逆勢下跌3.73%。
具體來看：
作為市場風向標的大型科技股全線上升，小米大升7.22%表現搶眼，美團升超6%，百度、京東升超3%，騰訊升2.95%，阿里巴巴升1.64%。
半導體板塊普遍上升，華虹半導體升7.4%，中芯國際、英諾賽科升超6%，宏光半導體升4.84%，晶門半導體升3.7%，上海復旦升0.78%。
重型機械股、建材水泥股齊升，中國建材升超7%，海螺水泥、華潤建材科技、中聯重科升超6%，西部水泥、中國龍工升超5%，華新水泥、三一國際跟升。政府工作報吿提出，積極擴大有效投資。緊扣國家發展戰略和民生需求，發揮好各類政府投資工具作用，加強財政與金融配合，強化項目儲備和要素保障，加快實施一批重點項目，推動“十四五”規劃重大工程順利收官。
蘋果概念股紛紛上行，偉仕佳傑升7.27%，比亞迪電子、丘鈦科技升超5%，瑞聲科技、舜宇光學科技升超3%。
航空股集體飄紅，美蘭空港升5.64%，中國南方航空、中國國航、中國東方航空升超3%。
汽車股部分上升，零跑汽車升6.83%，華晨中國升4.95%，小鵬汽車、比亞迪股份升超3%，吉利汽車、理想汽車、長城汽車、廣汽集團跟升。
電信股活躍，中國聯通升4.46%，中國電信、中國通信服務升超3%，中國移動升2.2%。
黃金股午後走強，靈寶黃金升9.12%，中國黃金國際升7.3%，潼關黃金升6%，招金礦業、山東黃金升超2%。
內房股表現低迷，龍光集團、碧桂園跌超3%，融創中國跌2.87%，雅居樂集團、越秀地產跌超1%。
個股方面：
奢侈品股普拉達績後大跌3.73%。2024年Prada集團取得收益淨額54.32億歐元，按固定匯率計同比增加7.0%；息税前淨利潤12.8億歐元，增長23.6%。
長和大升近22%，報47.1港元。長和在港交所公吿稱，公司向貝萊德財團（BlackRock）牽頭的財團初步達成原則性協議，出售和記港口全部80%權益，其中包括亞歐美洲23個國家的43個港口。
今日，南向資金淨買入83.69港元，其中港股通（滬）淨買入45.80億港元，港股通（深）淨買入37.89億港元。
展望後市，浙商證券指出，港股中長期走勢需迴歸基本面，若3月後政策加碼（如兩會釋放積極信號）與經濟數據（工業、消費、地產）改善形成共振，市場有望開啟長牛行情。科技產業升級（如AI、半導體）與低估值修復是核心驅動力。
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