港股收評：恆指漲0.27%，銀行、保險股全天強勢
今日港股主要指數收盤漲跌不一，恆指收漲0.27%報28573點，再刷新階段新高。恆生科技指數盤中大跌近3%，收跌1.35%報8775點。今日南下資金淨流入133億港元，大市成交額為2540億港元。
數據來源：Wind
盤面上，銀行、保險股全天表現強勢，郵儲銀行大漲10%盤中創新高，中國平安、友邦保險亦創新高；中資券商股多數上揚，富士康概念股全線回調，在線教育股延續跌勢，家電股、手機概念股、光伏新能源股普跌。大型科技股小米大幅收跌逾10%，美團跌近2%，阿里漲2.55%，騰訊收漲2.46%再創新高。廣汽埃安宣佈石墨烯基超級快充電池即將量產，廣汽集團飆漲19.49%。
具體來看：
保險股走強，中國太保漲近6%，中國太平、中國平安、中國財險等跟漲。昨日晚間，中國平安發佈公吿，2020年該公司控股子公司平安財產保險、平安人壽保險、平安養老保險及平安健康保險的原保險合同保費收入合計7973.4億元，同比增長約0.3%。
黃金股午後拉昇，紫金礦業漲3%，灣區黃金、金山能源、招金礦業等跟漲。
銀行股早盤強勢拉昇，午後有所回落。郵儲銀行漲10%，招商銀行漲超6%，錦州銀行、中國光大銀行、民生銀行等跟漲。昨日，招商銀行與興業銀行先後披露2020年業績快報，均超預期，其中招行去年實現營業收入2905.08億元，同比增長7.71%；歸母淨利潤973.42億元，同比增長4.82%。
影視娛樂概念漲幅居前，稻草熊娛樂上市首日大漲83%，比高集團、橙天嘉禾、中國創意數碼等跟漲。
SaaS概念漲幅居前，中國有贊漲7%創新高，移卡、微盟集團、阜博集團等跟漲。
日前大漲的富士康概念回調，富智康集團跌超13%，鴻騰精密跌10%，雲智匯科技跌近8%。
家電板塊弱勢延續，海爾智家跌4%，JS環球生活、建溢科技、創科實業等跟跌。
汽車股午後大幅反彈，吉利汽車收跌5%，雅迪控股、長城汽車、北京汽車等跟跌。
港股通方面，廣汽集團漲20%，德昌電機、祖龍娛樂、郵儲銀行漲幅居前；富智康跌超13%，FIT HON TEN、小米集團跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入134.33億港元，其中滬港通淨流入66.95億港元，深港通淨流入67.38億港元。
數據來源：Wind
興業證券研報稱，2021年以來南向資金淨買入總額已達1222.96億港元，考慮到未來港股基本面向好、新經濟成分提升、估值具備吸引力；目前公募基金配置港股的倉位比例不高；中美科技反壟斷或使流入情況低於預期，預計2021年有望吸引3000億左右資金南下，也將助力內地公募基金增厚。
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