港股收評：恆指跌0.69%，光伏、風電板塊逆勢走強
港股主要指數全日表現疲弱，市場情緒較為低迷。截至收盤，恆指跌0.69%報26207點，國指跌0.42%報10399點，恆生科技指數跌0.42%。大市成交額為1440億港元，南下資金淨流入5.18億港元。
數據來源：Wind
盤面上，光伏、風電板塊逆勢大漲，生物醫藥股、航運及港口股走強；體育用品股表現活躍，李寧漲5.12%再創新高，市值達1200億港元；蘋果計劃明年上半年將iPhone產量提升30％，蘋果概念股午後拉昇明顯。半導體板塊大幅下挫，濠賭股、軍工股、香港本地股全天弱勢。大型科技股多數下跌，美團、京東跌近3%，阿里、騰訊均下跌。
具體來看：
半導體概念領跌，中芯國際跌3.85%，華虹半導體跌5%，瑞鑫國際、中電華大、太睿國際等跟跌。
博彩股走弱，銀河娛樂跌2.39%，新濠國際、永利澳門、美高梅中國等跟跌。匯豐證券指，澳門12月份首13日賭收表現仍然呆滯，收入較去年同期跌65%；同期貴賓廳收入跌幅按年收窄，中場收入則按年仍跌約7成。在入境措施放寬後，中國4個一線城市旅客吸納率短期料只介乎4-9%。
家電股跌幅居前，創科實業跌3.57%，JS環球生活、蜆殼電業、華訊等跟跌。
新能源物料板塊領漲大市，卡姆丹克太陽能漲超16%，保利協鑫能源漲14%，鋭信控股、陽光能源、綠色能源科技等跟漲。12月12日召開的氣候雄心峯會上，我國宣佈到2030年非化石能源佔一次能源消費比重將達25%左右，風電、太陽能發電總裝機容量將達到12億千瓦以上。
醫療保健板塊延續漲勢，阿里健康漲3.14%，先鋒醫藥、新世紀醫療、瀚森製藥等跟漲。近期，國家醫保局在北京召開醫藥集中採購工作座談會，確定了第四批藥品集採名單，合計44個品種90個品規；同時，市場預期12月中下旬，或將進行2020年醫保創新藥談判，市場對談判結果持相對悲觀態度。
汽車零件板塊漲幅居前，福耀玻璃漲近6%，京西國際、正道集團、雙樺控股等跟漲。國家統計局公佈的數據顯示，11月汽車製造業工業增加值同比增長11.1%，高於同期全國規模以上工業企業增加值4.1個百分點。
港股通方面，保利協鑫能源漲14%，中遠海控、龍源電力、第一太平漲幅居前；中集集團跌近11%，心動公司、慕尚集團、祖龍娛樂跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入5.18億港元，其中滬港通淨流入1.59億港元，深港通淨流入3.59億港元。
數據來源：Wind
國信證券認為，時值12月，或有聖誕節前的賣出止盈壓力，但恆指的估值與形態上都指向了2021年機遇更大。鑑於商品的強勢，羅列了港股通中的資源板塊，並根據歷史上基欽週期的估值波動，測算了這些股票在2021年的估值區間，結論表明，煤炭> 鋼鐵 > 石油石化 > 造紙 > 有色金屬。
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