港股午评：恒指大涨2.07% 恒生科技指数暴涨4% 腾讯等大型科技股齐创新高
港股上午盘主要指数高开高走，恒指涨2.07%报30057点，重回3万点大关；科技股强势，恒生科技指数大涨4.06%，首次站上1万点上方。
盘面上，大型科技股集体暴动，腾讯大涨8.3%破顶，市值超7万亿港元，美团、京东、网易均创历史新高价；光伏股、半导体股、餐饮股、燃料电池股、汽车股持续活跃，恒大汽车暴涨逾60%再创历史新高，市值超4000亿；在线教育股跌幅逆势领跌，香港本地股、重型机械股普遍弱势。南下资金半日大幅净流入124.33亿港元，大市半日成交额放大至1586.99亿港元。
具体来看
腾讯(0700.HK)大涨超8%再创历史新高，市值近7.2万亿港元。腾讯是快手IPO前的第一大股东，持股21.5%，为快手上市的最大受益者。港媒称快手招股价区间为105-115港元/股，筹资额或超480亿港元，估值将介乎556亿至609亿美元(约4337亿至4750亿港元)。 另外，花旗看好未来10年微信前景及游戏份额不断扩大，将腾讯目标价上调至876港元；瑞银认为腾讯手机游戏趋势强劲，广告及云端业务也见发展机会，管理层也或考虑发展金融科技产品，相信以上因素可推动腾讯于末来两年收入增长约25%及近30%的EBIT增长，上调腾讯目标价至830港元。
港交所(0388.HK)涨近7%再创历史新高，获花旗看高至615港元。截至1月22日，南下资金已连续6日净买入港交所，共计84.73亿港元。花旗日前发报告，将港交所目标价由500港元上调至575港元，以反映“北水”持续强劲带动成交，花旗称，若成交额能维持在2150亿港元水平，港交所股价可望高见615港元。
成功引260亿战投，恒大汽车(0708.HK)暴涨60%创历史新高。公司昨晚公布，已与六名投资者分别签订认购协议，以每股27.30港元定向增发共952,383,000股新股，共筹集260亿港元。该认购价较公司股票前五个交易日的平均收市价折让8%，各投资方同意锁定认购股份12个月。这是新能源汽车行业最大规模的股权融资之一。去年9月，恒大汽车已与海通证券签署上市辅导协议于深圳证监局登记备案，正式启动科创板上市流程。
阳光能源(0757.HK)连续两日暴涨，上周向信义光能副主席妻子配股。阳光能源上周五早间公布，以每股0.29港元向资深投资人施丹红配售1.8亿股新股。配售价较上周四收市价0.355港元折让18.31%。施丹红女士为信义光能(0968.HK)副主席董清世的妻子，董清世拥有逾30年从事玻璃制造业务经验。阳光能源指出，拟将配股所得款项净额用作一般营运资金。
部分沪港深基金认为，目前港股性价比较高，随着新兴产业公司到港交所上市，以及中概股大量回归港股，港股吸引力在不断增强，部分基金经理去年四季度已加大了港股资产的配比。
从中国公募基金季报看，公募四季度在港股配置仓位首次突破10%，重仓股集中在腾讯、美团、港交所、小米等。
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