港股午評：恆生科指漲近2%，科技股、醫藥類股大漲
格隆匯1月10日丨丨港股上午盤主要指數集體上揚，恆指漲0.82%，國指漲1.16%，恆生科技指數漲1.95%。南下資金半日淨流入27.03億港元，大市半日成交額為797億港元。
盤面上，大型科技股繼續反彈，快手盤中大漲超12%表現最佳，騰訊漲2.44%，網易、小米、百度漲超1%；互聯網醫療股連續第二日大漲，阿里健康漲超11%，京東健康、平安好醫生漲幅超8%；中醫藥股繼續活躍，豬肉概念股、餐飲股、醫美股、SaaS概念股、在線教育股、生物醫藥B類股紛紛上漲。 另一方面，家電股、軍工股、啤酒股表現最弱，電力股持續回調，石油股、汽車股下跌明顯。
科技股繼續反彈。對近期多家機構頻發研報稱，看好港股科網股未來的估值修復空間。其中，光大證券表示，在穩增長政策的背景下，港股市場的風險偏好有望得到改善，從而開啟港股“春季躁動”節奏，其中，快手被選為其1月港股金股。富瑞日前也稱，科網股回調後提供切入點，重申對科網股前景和2022年首選股的樂觀看法。中信證券此前預計港股在科網股和大金融的走強帶動下迎來20%的年度級別估值修復。
互聯網醫療股連續第二日大漲：阿里健康漲11.6%。有機構認為，目前互聯網醫療股的估值已反映了市場對公司基本面在此環境下偏悲觀的預期；短期內行業依舊存在較高的政策風險，但醫藥電商盈利模式明確，且長期有望受益於處方藥外流、藥物網售滲透率提升及互聯網醫療接入醫保支付系統。
機構集體吹風，豬肉股集體走強。國泰君安週末發研報稱，聚焦低估值，把握消費與基建修復。其中稱消費正加速邁出預期底部，推薦業績有支撐且負面預期淡化的生豬、家電、傢俱以及社服/旅遊、白酒等方向。國泰君安此前還稱本輪生豬週期的價格拐點預計在2022年4到6月份。國海證券近日稱，生豬板塊已具備長期投資空間。而興業研究則稱新一輪豬週期可能在2022年第二季度開啟。
快手(1024.HK)新年3連漲，機構看好科網股估值修復空間。公司12月底宣佈與美團達成戰略合作，用户今後可直接點擊短視頻中的美團小程序下單，發佈內容的創作者也會獲得收益。雙方合作將在2022年元旦、春節消費旺季進入落地試運行階段。
當代置業(1107.HK)復牌跳水跌近40%，境外優先票據未償還本金總額13.48億美元。當代置業公吿稱，境外優先票據未償還本金總額13.48億美元，公司一直在與相關票據持有人磋商，以就集團與境外優先票據有關的未償還債務責任採取可能的債務重組計劃，相關磋商仍在進行中。
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