港股收評：恆指高開低走跌0.94% 午後科技股再度回調
1月29日，港股受隔夜美股收漲影響高開，但市場未能保持強勢行情，且白天亞太股市集體走弱，港股恆指高開低走收跌0.94%報28283點，恆生科技指數跌0.16%報9358點。本週內，恆指累跌3.95%；國指累跌4.01%；恆科指累跌4.17%。本月恆指先揚後抑，最終收漲3.87%。
盤面上，重型機械股逆勢領漲，物業股、生物醫藥股、航空股、電池股普遍上揚；上午盤大多科技股走強支撐大市上漲，午後全線回調，騰訊、美團一度漲超4%，收盤抹平漲幅；在線教育股跌幅靠前，保險股、風電股、保險股、汽車股、中資券商股等多數下跌。
具體行業板塊方面，內地物業管理板塊全天強勢。恆大物業午後停牌，有待公司刊發一份載有內幕消息的須予披露交易公吿，停牌前最後報價為17.18港元，漲幅10.84%。另外，板塊內創毅控股、融創服務、寶龍商業漲幅靠前。
航空股早盤集體反彈。南航尾盤小幅回落，收漲4.43%，東航、國航、美蘭空港漲幅均超過2%。
重型機械股概念漲幅靠前。中聯重科漲近5%，中國重汽、三一國際漲超2%。
衞星及無線通訊概念全線飄綠。亞太衞星跌近7.5%。
風電概念走弱，中國航天萬源跌超10%。去年12月1日，公司間接全資附屬公司北京萬源工業有限公司收到北京市第一中級人民法院書面通知。根據該通知，北京萬源債權人向法院申請對北京萬源進行破產清算。
服裝零售板塊跌幅靠前。利邦跌近7.5%；滔博跌逾6%。
渣打銀行已於2020年12月8日向百慕達最高法院提交對利邦的清盤呈請。目前百慕達法院命令延後百慕達呈請至2021年2月26日上午10時30分（百慕達時間）。
恆生科技指數成分股中，心動公司收漲13.61%，華虹半導體、明源雲漲幅靠前。大型科技股如騰訊、美團一度漲超4%，收盤抹平漲幅。
比亞迪電子、易鑫集團、聯想集團、新東方在線跌幅超過3%。
港股通方面，今日南向資金合計淨流入124.61億港元，其中港股通（滬）淨流入60.59億港元，港股通（深）淨流入64.02億港元。月內南向資金已累計淨買入超3000億。
快手科技今日截止申請認購，孖展部份已高達4900億元，大概超額認購470倍。估計最終凍結資金可超越萬億元，有望成為今年最大凍資王。
花旗發表報吿指，近期中資體育服飾商股價表現疲弱，主因市場憂慮低線城市及冬季服飾類別零售銷售或會放軟，及部分品牌或有新一輪渠道庫存問題。該行預期，李寧去年第四季零售銷售表現鞏固，線下渠道料可有雙位數增長，較第三季錄介乎低單位數下跌至持平表現有改善。另外，雖然2019年下半年的基數較高，但該行料集團的電商渠道銷售在去年下半年仍有逾20%的按年增長，可維持上半年的勢頭。花旗重申李寧股份買入評級，目標價62.15港元，相信集團較少受到低線城市及冬季服飾類別銷售疲軟影響。
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