港股午評：恆指上揚近500點，恆生科指漲超3%，科技、有色股大漲
格隆匯2月9日丨港股上午盤大漲，恆指漲1.97%上揚478點，國指漲2.35%，恆生科技指數漲3.13%，三大指數均收復近2日跌幅。
盤面上，權重科技股領銜反彈，阿里巴巴漲超6%，百度漲超5%，京東、快手皆漲超4%，騰訊漲2.2%；有色板塊集體拉昇上揚，鋁業股領漲，中國鋁業大漲13.6%創階段新高，汽車股、體育用品股、電力股、教育股、電信股、內房股、體育用品股紛紛走高，小鵬汽車-W勁升超11%，三大運營商齊漲。 另一方面，昨日大跌的生物科技股繼續走低，基建類股回調，濠賭等少數板塊下跌。南下資金半日淨流入26.76億港元，大市半日成交額為785億港元。
鋁業股大漲，廣西百色疫情，海外海德魯電解鋁廠減產。廣西百色市2月7日開始實施“封城”，廣西是我國鋁重要產區之一，而廣西百色地區電解鋁建成產能達231.5萬噸，佔廣西總產能的82.2%。海外歐洲能源危機仍在發酵，海德魯電解鋁廠再度減產，現產能為60%；由於3月開春前海外天然氣供應存在較大不確定性，減產或再度擴大。
內房股集體走強，世茂和融創領漲，保障性租賃住房將成樓市新增長極。 央行、銀保監會聯合發文，明確保障性租賃住房有關貸款不納入房地產貸款集中度管理。分析人士指出，新規的落地，不論是對減輕房企負債投資壓力，還是打消銀行發放涉房貸款諸多顧慮都有積極作用。對房企而言，隨着近期一系列樓市調控政策的微調，房企銷售和資金壓力有望逐步緩解，從而推動市場預期逐步改善。可以預見，已落地的糾偏政策會持續發力，而在穩地價、穩房價、穩預期的總體要求下，各地還會因城施策繼續出台有利於促進房地產業良性循環和健康發展的相關舉措。
體育用品股部分走強，安踏(2020.HK)漲7%創階段新高。冬奧會提升運動品牌關注度。安踏作為官方體育服裝合作伙伴為冬奧會工作人員提供製服裝備，並以科技比賽裝備助力12支中國國家隊。中金看高其至159.49港元，維持 “跑贏行業”評級。 國泰君安指出，受冬奧會催化的運動鞋服：推薦國產運動鞋服龍頭安踏體育、李寧、特步國際等。
廣汽集團漲6.5%，1月銷量同比增9%，埃安銷量再創歷史新高。廣汽集團發佈1月銷量數據，本月公司批售23.72 萬輛，環比增長1.52%，同比增長9.16%。其中，埃安批發銷量為16031輛，環比和同比分別增長10.56%和117.43%，銷量再創歷史新高；傳祺實現批發銷量36564輛，環比和同比分別增長13.73%和6.29%，創2020年以來新高；廣豐批售99900輛，環比和同比分別增長1.40%和11.25%，在上月基礎上再次刷新銷量記錄。
高鑫零售(6808.HK)反彈逾9%，市值重回300億港元上方。該股去年12月創下歷史新低價以來持續在低位徘徊。 春節黃金週期間，江蘇省累計實現銷售額約137.5億元，與2019年相比增長23%。高鑫零售品牌大潤發有23%的門店位於江蘇境內。 中金早前維持公司“跑贏行業”評級。預計2022下半財年公司同店有望控制在低單位數負增長水平，認為其有望利用阿里體系內數字化能力提升會員運營效率。
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