港股收評：恆指放量大跌2.06%，石油重挫，新能源強勢崛起
11月30日，恆生指數高開低走，截至收盤，恆生指數大跌2.06%，報26341.49點，恆生國企指數大跌2.26%，報10546.47點。南下資金淨流入49.97億元，大市成交額為2406.87億港元
圖片來源：wind
盤面來看，大型科技股紛紛大跌，阿里巴巴收跌3.04%(拖累恆指跌37點)，騰訊跌3.43%(拖累恆指跌95點)，即將於盤後公佈業績的美團大跌7.05%；
石油股重挫，中海油暴跌14%，中石化大跌7%；光伏概念股表現亮眼，且尾盤漲幅擴大，保利協鑫能源飆漲近34%；有色板塊持續活躍，中國鋁業升近8%；SaaS概念股全線上漲，多股創新高價。
具體來看，
光伏概念股表現亮眼，保利協鑫能源飆漲近34%，水發興業、卡姆丹克、北控清潔、協鑫新能源，陽光能源、順風清潔均漲超10%。
近期，天合光能、通威股份等8家光伏企業27日聯合發佈《關於推進光伏行業210mm硅片及組件尺寸標準化的聯合倡議》指出，當前產業鏈上下游企業均看到210尺寸發展的巨大空間和機遇。通過硅片210尺寸，以及硅片、組件尺寸等的標準化，產業鏈可以實現最好的規模化效應，強有力的幫助上下游企業提高生產效率，優化供給，快速推進行業技術創新，降低產業鏈製造、光伏系統初始投資和光伏發電度電成本，實現全面平價。
有色板塊持續活躍，中國鋁業、江西銅業股份漲幅超4%；華安證券指，國務院開展新一輪汽車下鄉和以舊換新，汽車產銷量將在未來保持攀升節奏，光伏產業及城軌交通穩步發展，為用鋁需求提供支撐強勁。
SaaS概念股全線上漲，多股創新高價。其中阜博集團大漲超15%。金蝶國際、移卡、中國有贊紛紛跟漲。
石油股遭遇重挫，中海油田暴跌15.05%，中海油暴跌14%，中石化大跌7%。
在今日，援引英國路透社消息稱，特朗普政府計劃將中國最大的芯片製造商中芯國際（SMIC）以及中國海洋石油天然氣生產商中國海油(CNOOC)列入所謂的與中國軍方有聯繫的企業名單，限制他們與美國投資者的聯繫。
科技股普跌，美團跌幅超7%，盤後公佈業績，阿里巴巴收跌3.04%(拖累恆指跌37點)，騰訊跌3.43%(拖累恆指跌95點)。
港股通方面，保利協鑫能源、遠大醫藥、中國鋁業漲幅居前，中海油田、中國海洋石油、濰柴動力跌幅居前。
圖片來源：wind
南下資金方面，全天淨流入49.97億元，港股通（滬）淨流入23.52億元，港股通（深）淨流入26.45億元。
圖片來源：wind
中金公司：展望2021年，海外將會迎來「主動補庫存」的新一輪庫存週期，驅動全球需求復甦，預計定價邏輯更偏向實體經濟且出口比例較大的品種，價格表現有望向好。同時，考慮今年主要西方國家M2增速較大，明年美聯儲與歐洲央行有望繼續推進較寬鬆的貨幣政策，流動性環境或維持現狀，偏宏觀屬性定價的品種仍將受益，同時考慮實體經濟復甦的共振影響，價格或繼續維持高位。明年有色金屬板塊將多點開花，建議繼續進行順週期板塊標的配置。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
