港股收評：恆指跌1.58%，餐飲、影視股大跌
今日港股主要指數均呈單邊下跌行情，A股牛年首日創業板大跌近3%。值得一提的是，春節期間港股前幾日走牛，但今日受A股影響高開低走。截至收盤，恆指跌1.58%報30595點，恆生科技指數跌3.23%報10591點。
數據來源：Wind
盤面上，前期十分強勢的餐飲股大跌，且尾盤跌幅進一步擴大，影視娛樂股連續回調，光伏股、特斯拉概念股、風電股、軍工股、家電股、汽車股等全線下挫；大型科技股美團大跌超5%，網易跌超3%，阿里巴巴、小米、騰訊均下跌；紙業股逆勢大漲，晨鳴紙業飆升超19%，煤炭股、電信股、在線教育股炒起。新股諾輝健康上市首日收漲215%。今日港股通開市，南下資金逆勢淨流入近150億港元，大市成交量明顯放大至超2800億港元。
具體來看：
新能源物料板塊集體大跌，保利協鑫能源跌超13%，中發展控股、理士國際、卡姆丹克太陽能等跟跌。
前期強勢的餐飲股跌幅居前，海底撈跌9.4%，呷哺呷哺跌5%，千盛集團、譽宴集團、龍輝國際等跟跌。
特斯拉概念股走弱，福耀玻璃跌近9%，耐世特跌8%，贛鋒鋰業、雅迪控股、恆大汽車等跟跌。
影視娛樂板塊繼續回落，阿里影業跌近10%，星宏傳媒跌近19%，英皇文化、拉近網娛、傳遞娛樂等跟跌。國家電影局數據顯示，2021年春節檔全國電影票房達78.22億元，按年增長32.47%，再次刷新票房紀錄。
SaaS概念股回調，移卡、兑吧跌超11%，阜博集團、微盟、樂享互動等跟跌。
紙業板塊領漲大市，綜合環保集團漲23%，正業國際、晨鳴紙業、理文造紙、陽光紙業等跟漲。近期，由於，漿價上漲導致紙價上漲，各大紙企紛紛上調紙製品價格。
服裝板塊逆勢走強，迅銷漲6%，中國派對文化漲10%，拉夏貝爾、愛世紀、長江製衣等跟漲。
港股通方面，民銀資本漲29.66%，晨鳴紙業、天虹紡織、網龍漲幅居前；卡森國際跌20%，心動公司、國美零售、保利協鑫能源跌幅居前。
數據來源：Wind
南向資金方面，今日港股通淨流入142.05億港元，其中滬股通淨買入26.69億港元，深股通淨買入115.36億港元。
數據來源：Wind
中金公司認為，公募基金已成為港股投資的重要力量，從投資偏好來看，相比港股通南向資金整體，公募基金更加偏好新經濟，且持倉逐年提升。展望未來，預期港股的新經濟龍頭特別是優質稀缺標的仍將受到青睞。一是優質互聯網及科技新經濟龍頭公司；二是兩地上市但港股大幅折價、估值偏低、基本面穩健或改善的公司；三是A股相對稀缺或在港股具備特色的獨特公司；四是一些近期受事件影響而估值較低的龍頭藍籌公司。
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