港股收評：三大指數均大漲，恆生科技指數收漲2.8%，醫藥外包概念表現強勢
今日，受隔夜美股大幅反彈帶動，港股全天表現強勢，三大指數均大幅收漲，恆指漲2.89%報20697點，國指漲2.98%報7082點，恆生科技指數跌3.8%報4186點。
盤面上，阿裏概念股亦全線走強，體育用品股、家電股、汽車股、保險股、手遊股、石油股等紛紛上漲。另一方面，電力股尾盤跌勢擴大明顯，昨日強勢的軍工股集體回調，紙業股、菸草概念股普跌。
具體來看：
科技股表現亮眼，百度漲近14%，阿裏漲超11%，攜程漲超7%，嗶哩嗶哩漲超6%，京東集團、平安好醫生漲超5%，網易漲超4%，京東健康漲超3%，美團漲超2%。
消息面上，阿裏巴巴、百度昨日發佈的業績報告超出市場預期，隔夜美股中概股大漲。中信證券最新研報指出，1）疫情向好趨勢下消費有望迎來複蘇，各流量平臺下半年廣告業務有望迎來高彈性；2）隨着互聯網監管政策趨於常態化，市場對於監管政策變動的邊際敏感性料將減弱。目前互聯網行業估值處於低位，政策導向有望趨於穩定，公司核心業務基本面保持穩健，建議佈局業績和估值層面有望迎來改善的互聯網公司。
醫藥外包概念大漲，藥明生物漲超7%，康龍化成漲超6%，藥明康德漲超5%，凱萊英、泰格醫藥漲超3%。
今年2月8日，美國商務部工業與安全局(BIS)掛網公開了更新的“未經證實名單(Unverified List，簡稱UVL)”，其中藥明生物和藥明生物(上海)就在其列，這在當時給了CRO企業一記重擊。昨晚，美國國務卿布林肯發表對華政策演講時稱，美國決心避免與中國發生“新冷戰”，市場或認爲這對此前受創的CRO企業是個好消息。
汽車股走高，蔚來漲超8%，理想汽車漲超6%，小鵬汽車張超4%，廣汽集團、比亞迪股份漲超1%。
中信證券認爲，購置稅減免對汽車銷量有望產生顯著的拉動作用，看好汽車板塊整體的恢復與發展。該政策將會明顯利好銷量彈性大，邊際利潤好的車企，特別是以傳統燃油車爲盈利核心的車企。此外，長期來看，新能源滲透率提升仍是最值得把握的投資主線。
石油股普漲，中國油氣控股漲超6%，中國海洋石油漲超3%，中海油田服務、中石油漲超2%，中石化超1%。
消息面上，由於美國原油和汽油庫存下降加劇夏季需求高峯燃料短缺，擔心歐盟將很快通過分階段石油禁令，隔夜歐美原油期貨大幅度上漲，布倫特原油期貨漲至兩個月來最高價位。
電力股跌幅居前，中國電力、大唐新能源跌超3%，信義能源、金風科技、大唐發電跌超2%，華潤電力跌超1%。
餐飲股大跌，千盛集團跌超2%，未籤中國跌超1%，九毛九、海底撈等跟跌。
今日，南下資金淨流入16.68億港元，其中港股通（滬）淨流入0.52億港元，港股通（深）淨流入16.16億港元。
展望未來，平安證券認爲，港股近期明顯反彈，與美股等全球股市的顯著下行形成了鮮明對比。雖然海外流動性趨緊、全球經濟出現趨弱跡象，但港股估值已經接近歷史底部，港股下行空間極爲有限，而在互聯網、地產等領域迎來“政策底”後，“困境反轉”成爲近期主線，帶動港股反彈。往後看，港股在全球股市中的高性價比還將繼續凸顯，除了互聯網、地產的“困境反轉”之外，還需要關注高端製造、消費、公用事業等領域。
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