港股收評：恆指漲1.16%重上29000關口，騰訊全天成交額超1486億創新高
今日，港股主要股指數低開高走，全線收漲。截至收盤，恆指漲1.16%報29008.07點，重返兩萬九關口，國指漲0.35%報11109.48點，恆生科技指數微漲0.07%報8458.11點。大市成交額為2811.27億港元，相較昨日增量千億，明顯放量。南向資金淨流入47.29億港元。
盤面上，有色銅板塊、酒精飲料，乳業股、生物技術股漲幅居前。鋼鐵股、半導體股午後漲幅收窄，盤中一度大漲約16%的重慶鋼鐵最終收漲6.82%，中芯國際午後翻綠收跌2.21%。保險股、影視股等板塊走強，友邦大漲超6%帶動恆指漲177點。昨日全線爆發的港口航運股集體走低，中遠海控跌逾9%。紙業股、濠賭股明顯走低。大型科技股漲跌不一，網易漲超1%，京東跌逾1%，大股東宣佈減持套現千億，騰訊收跌1.51%，全天成交1486億港元創歷史新高。
具體來看，有色銅板塊漲幅居前。海亮國際漲超8%，江西銅業漲近5%，中國有色、中國鋁業漲超4%，紫金礦業、中國大冶有色、興業合金等跟漲。
華泰證券指出，預計21年銅精礦供需缺口將較大，銅價有望高位運行。金融屬性來看，通脹壓力持續、美元不會趨勢性上升將對銅價形成支撐。
酒精飲料股表現活躍。王朝酒業漲超6%，青島啤酒漲超4%，百威、華潤啤酒、香港生力啤漲超3%。
分析人士稱，在經歷了前期大幅調整之後，食品飲料板塊整體逐漸企穩，近期受到糖酒會及一季報業績的催化出現反彈。
乳製品板塊延續昨日漲勢，中國飛鶴漲超5%，蒙牛漲超4%，現代牧業、中國聖牧等個股跟漲。
生物技術股漲勢明顯。昊海生物科技漲超7%，金斯瑞、再鼎醫藥漲超5%，錦欣生殖、永泰生物、昭衍新藥、雲頂新耀漲超3%，康方生物、藥明巨諾、藥明康德等個股跟漲。
航運及港口板塊今日回調，跌幅居前。中遠海控跌超9%，中遠海發跌超7%，東方海外國際跌近5%，中遠海能、金輝集團、太平洋航運等個股跟跌。
汽油設備與服務板塊集體走弱。中海油田、中集安瑞科、能源國際投資跌超4%，漢思能源、勝利管道、宏華集團、巨濤海洋石油跟跌。
紙製版塊今日回調。晨鳴紙業跌超6%，玖龍紙業、陽光紙業、理文紙業跟跌。
恆生科技指數微漲0.07%，大型科技股漲跌不一。網易漲超1%，阿里巴巴微漲0.45%。嗶哩嗶哩收跌2.17%，京東、百度跌逾1%，小米微跌0.38%。騰訊收跌1.51%，全天成交1486億港元創歷史新高。機構普遍認為，騰訊遭大股東減持會令股價短期受壓，但同時也是給予投資者買入的機會。
港股通方面，南向資金淨流入47.29億港元，其中，港股通（滬）淨流入22.42億，港股通（深）淨流入24.87億。
港股通個股方面，寶龍商業、石四藥漲超10%，建滔集團、申洲國際漲超7%，重慶鋼鐵、復星醫藥、統一企業、耐世特、友邦保險漲超6%。華虹半導體、中國飛鶴漲超5%。
國美零售跌超11%，中遠海控跌超9%，中遠海發、晨鳴紙業跌超6%，比亞迪電子、信義能源、中海油田跌超4%，萬科跌超3%。
華西證券認為，從宏觀流動性層面分析，當前A股藍籌估值高企的背景下，港股市場具備明顯投資價值：在海外經濟體受疫情影響和中國企業高速成長的背景下，港股市場兼具美股的流動性溢價和企業資產的高成長性。
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