港股收評：恆指漲0.49%，光伏、煙草持續活躍
今日港股大盤震盪上行，主要指數均收漲，恆指漲0.49%報26544點，國指漲0.85%報10640點，恆生科技指數漲0.49%。大市成交額1338億港元。
數據來源：Wind
盤面上，煙草概念股領漲，華寶國際大幅收漲20%；體育用品股與汽車股持續活躍。黃金股、乳製品、蘋果概念股普遍上漲，恆生科技股漲跌各半，騰訊漲1.3%，美團、京東、網易小幅收跌；紙業股大跌居前，玖龍紙業跌8%；建材水泥股、水務股、消費電子板塊全天弱勢。
具體來看：
煙草概念全天走強，華寶國際大漲20%，中國波頓、中煙香港、思摩爾國際、天長集團紛紛跟漲。西部證券指出，日韓是我國電子煙主要出口國，在近日簽署的RCEP框架下，隨着關税的大幅縮減，日韓市場需求將進一步提升，有望為我國電子煙出口提供較大增量。
體育用品板塊漲幅居前，滔搏尾盤升至7%創新高，李寧、安踏體育、中國動向等相繼走強。國泰君安此前研報稱，隨着疫情後周期到來，各地區旅遊、户外運動景點陸續開放，居民的出遊與户外運動需求也將逐漸釋放，運動服飾將有望迎來進一步的反彈。
新能源物料板塊今日大幅反彈，保利協鑫能源漲14%，陽光能源、中發展控股、福萊特玻璃等跟漲。有機構認為，RCEP的簽訂將逐漸降低協約國之間的關税，推動區域內自由貿易，為中國光伏產業深入東南亞市場提供有利契機。
汽車股表現活躍，吉利汽車升超6%創2018年7月以來新高，比亞迪股份漲3.6%，長城汽車、雅迪控股、華晨中國等跟漲。
紙業股跌幅居前，玖龍紙業盤中一度大跌近12%，創五年來最大跌幅，收跌7.9%，理文造紙、綜合環保集團均下行。近期，國內各大紙企再次密集調價，業內均看好紙價接下來的走勢，表示在2021年三季度前業內新增產能無法就位，依然呈現供應較緊張的狀況，紙價大概率會維持上漲態勢。
軟件開發板塊繼續走弱，神州數字跌超7%，瑞斯康集團、奧柏集團、金山軟件等跟跌。
恆指成分股方面，吉利汽車領漲6.87%，太古股份、華潤置地、蒙牛乳業漲幅居前；恆隆地產領跌，領展房產基金、中國生物製藥、中國石油化工跌幅居前。
數據來源：Wind
港股通方面，華寶國際大漲20%，保利協鑫能源、希瑪眼科、移卡漲幅居前；康龍化成跌9%，藥明康德、玖龍紙業、泰格醫藥跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入18.01億港元，其中滬港通淨流入7.92億港元，深港通淨流入10.09億港元。
數據來源：Wind
興業證券全球首席策略分析師張憶東認為，2021年港股將迎來久違的指數牛市，性價比好於A股。行業配置方面，王德倫認為，應佈局景氣復甦的三條主線。第一、比較看好銀行、保險、地產這些傳統核心資產；第二、先進製造業，像新能源車光伏為代表的中國的先進製造業的龍頭，長短皆宜；對於 TMT、消費、醫藥，要精選阿爾法，現在還是有點貴，當然從全球的角度來説，港股的性價比還可以。
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