港股收評：恆生科技指數收漲1.14%，光伏、有色板塊大漲
今日港股恆指高開低走，行至尾盤收漲0.13%報26486點，恆生科技指數全日高位震盪漲1.14%，恆生中企指數收漲1.07%報10666點。大市成交額1520億港元，南下資金淨流入52.15億港元。
數據來源：Wind
盤面上，電池股、光伏股全天強勢，尾盤漲幅擴大，保利協鑫能源大幅收漲超25%；有色板塊崛起明顯，中國鋁業大漲超13%；汽車、啤酒、港口航運板塊延續上漲態勢，比亞迪股份大漲8.6%；大型科技股小米大漲8%再創新高價，市值超6600億港元，網易、阿里、京東、美團均上揚；石油、中資券商、煤炭表現活躍；疫情嚴峻致濠賭股、航空股大幅下跌，香港本地股、餐飲股皆下滑。
具體來看：
新能源物料板塊領漲，卡姆丹克太陽能大漲28%，陽光能源、保利協鑫能源均漲超25%，中發展控股、福萊特玻璃、天恩動力等跟漲。
燃料電池板塊漲幅居前，順風清潔能源漲近12%，比亞迪股份、東嶽集團、超威動力跟漲。11月22日，二十國集團領導人在當天舉行的「守護地球」主題邊會上強調，鼓勵採用循環碳經濟方式，全面、綜合地管理排放，以減輕氣候變化的影響，使能源系統更清潔、更可持續，增強能源市場的安全與穩定。
黃金及貴金屬板塊，港銀控股大漲31%，大唐潼金、潼關黃金、紫金礦業等跟漲。
工業零件及器材板塊走強，威雅利大漲46%，洛陽玻璃、天利控股、信義玻璃等跟漲。
博彩股大跌，美高梅中國跌超6%，永利澳門、金沙中國、澳博控股等跟跌。消息面上，香港爆發第四波新冠肺炎疫情，昨日新增68例新冠確診病例，港府不排除推出更嚴厲的防疫抗疫措施，全力遏制疫情。業內人士指出，疫情帶來了諸多不確定因素，直接影響到濠賭行業恢復。
物管股集體走弱，浦江中國跌超7%，時代鄰里、新城悦服務、寶龍商業等跟跌。
恆指成分股方面，小米集團大漲8%，再創歷史新高，中海油、阿里巴巴、中石油漲幅居前；恆隆地產、中國海外發展、友邦保險跌幅居前。
數據來源：Wind
港股通方面，保利協鑫能源大漲超25%，洛陽玻璃、晨鳴紙業、中國鋁業漲幅居前；金斯瑞生物科技跌近15%，康基醫療、美高梅中國、時代鄰里跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入52.15億港元，其中滬港通淨流入21.54億港元，深港通淨流入30.61億港元。
數據來源：Wind
配置方向上，招商基金建議遵循以下三大思路進行行情佈局：一是，順週期板塊具備較好盈利確定性，可遵循製造業投資修復主線，關注先進製造業板塊，以及金融板塊中性價比較高的銀行業。二是，隨着投資者風險偏好回升，前期受壓制的半導體和消費電子板塊，有較好的修復空間。三是，隨着消費數據持續回暖，疫苗進程超預期也會對可選消費有進一步的催化作用，關注汽車、餐飲、博彩等板塊。
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