港股收評：恆指大跌2.55%，半導體、新能源、科技股集體下挫
今日全球金融市場一片哀嚎，港股同樣迎來一波深度調整，全線大跌。截至收市，恆指大幅收跌2.55%報28550點，恆生科技指數下挫4.43%報9372點，國指跌2.72%報11334點。南下資金逆勢淨買入港股102.19億港元，已連續27個交易日呈淨買入狀態。
數據來源：Wind
盤面上，科技股、大金融股(保險、銀行、中資券商)、半導體、汽車股、SaaS概念皆大幅回落，騰訊、美團創新高後，連續3日累跌超11%；手遊股、家電股、高鐵基建股、區塊鏈等近期熱門板塊亦全線萎靡，食品股集體逆勢大漲。個股方面，中遠海發大跌近20%，華虹半導體跌近10%，中芯國際、京東健康跌近8%，阿里巴巴、美團跌近3%。
具體來看：
半導體板塊領跌，上海復旦跌超10%，華虹半導體、中芯國際跌超8%，ASM太平洋、中電華大科技、康特隆等跟跌。
黃金及貴金屬板塊跌幅居前，大唐潼金跌近17%，紫金礦業跌8%，中富資源、龍資源、中國黃金國際等跟跌。近期美元指數走強，現貨黃金價格繼續承壓。
光伏板塊全線下跌，彩虹新能源跌近26%，卡穆丹克太陽能、順風清潔能源、保利協鑫能源等跟跌。
受特斯拉財報不及預期影響，特斯拉概念股集體下跌，贛鋒鋰業跌8%，耐世特、比亞迪、雅迪控股等跟跌。
港口運輸股弱勢延續，中遠海控跌8%，中遠海發跌19%，中遠海能、天津港發展、中國外運等跟跌。
醫療保健概念集體走弱，中國再生醫學跌超9%，微創醫療、啟明醫療、先健科技等跟跌。
汽車股繼續回調，比亞迪跌7%，吉利汽車、雅迪控股、廣汽集團等跟跌。大和總研發表研究報吿指，比亞迪計劃推出獨立高端品牌，以及新的分銷網絡，而將於今年下半年推出的新純電動車平台將成為潛在催化劑；該行維持其買入評級，目標價290港元。
食品股整體上行，維他奶國際漲超15%，康師傅控股、中國旺旺、統一企業等跟跌。
受疫情及春節“就地過年”新規影響，“宅經濟”概念表現活躍。影視娛樂板塊漲幅居前，阿里影業漲5%，寰亞傳媒大漲23%，橙天嘉禾、歡喜傳媒、國藝娛樂等跟漲。
零售概念走強，高鑫零售、利亞零售漲超7%，聯華超市、永旺跟漲。
港股通方面，卡森國際漲近17%，VITASOY INT’Y、閲文集團、高鑫零售漲幅居前；中遠海發跌19%，保利協鑫能源、康哲藥業、晨鳴紙業跌幅居前。
數據來源：Wind
南下資金方面，今日淨流入102.19億港元，其中滬港通淨流入33.85億港元，深港通淨流入68.33億港元。
數據來源：Wind
銀河證券推薦港股投資的兩大主線。一是港股中估值不是極端高+成長性好的優質稀缺標的；二是港股中的特色資產，伴隨快手、B站等更多中概股迴歸，港股有望聚集更多的中國頭部科技資產，推薦互聯網、新能源、消費電子等港股相較於A股的特色資產。
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