港股午評：恆指漲5.8%重返21000點，科技股再度大漲，地產股全面爆發
格隆匯3月17日丨港股三大指數高位震盪，恆指午間收漲5.79%報21250點，成交額1766億港元，國指漲6.28%，恆生科技指數7.29%，南下資金淨買入13.8億港元。科技股全線上漲，明源雲暴漲51%，百度漲17%、嗶哩嗶哩漲15%，美團、京東、阿里巴巴漲幅均在10%以上。
行業板塊全線上漲，金融委提出要及時研究化解地產風險應對方案，地產、物管全面爆發，融創中國暴漲47%，龍光集團、新城發展、融創服務、時代中國控股漲幅均在30%以上；醫藥、醫療板塊大漲靠前，復星醫藥大漲16%；餐飲股再度大漲，呷哺呷哺漲12%；博彩股集體上漲，新濠國際發展漲14%；鋼鐵、重機械、有色金屬等板塊漲幅靠前。
地產、物管全面爆發，融創中國暴漲47%。消息面上，國務院金融委表示，要及時研究和提出有力有效的防範化解風險應對方案，提出向新發展模式轉型的配套措施。銀保監會表示，鼓勵機構穩妥有序開展併購貸款，重點支持優質房企兼併收購困難房企優質項目；財政部表示，今年內不具備擴大房地產税改革試點城市的條件。
醫美概念大漲，復鋭醫療科技漲38%。中銀證券指，國內醫美市場處於滲透率快速提升階段，終端需求較為旺盛。同時隨着國內企業的研發、技術不斷提升，國產品牌以更高性價比不斷拓展國內市場。在當下政策監管趨嚴，嚴厲打擊不合規不合法醫美市場的情況下，利好國內龍頭企業。
博彩股強勁，新濠國際發展漲14%。大摩最新發研報指，濠賭股自2019年12月以來按市值計已累挫62%，相信市場反映了賭牌續期及新冠疫情影響旅客的兩大因素，從長線投資角度視此為短暫性因素。該行表示，假設澳門特區政府能正常地落實延長賭牌，估計濠賭股可潛在回升20%至30%，料EBITDA於2023年下半年至2024年可錄正常化，但同時料濠賭今年年底的淨負債，會由目前190億美元升至230億美元，對估值水平構成利淡影響。
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