港市速睇 | 恆指大漲超5%站上18000點，科技股、地產股集體爆發，美團漲超11%，萬科企業漲超13%
11月29日 | 港股三大指數尾盤漲幅進一步加大，恆指漲5.24%上揚905點，收復18000關口，國指漲6.2%，恆生科技指數更是大漲7.66%。南下資金全日淨流出10.98億港元。
截至收盤，港股上漲1393只，下跌512只，收平1040只。
板塊方面，科網股集體走高，嗶哩嗶哩漲超13%，美團漲超11%，京東漲近11%，阿裏巴巴漲超9%，快手漲超8%。
內房股、物管股全天強勢，融創服務漲25%，萬科企業、碧桂園服務漲超13%，龍湖集團漲超11%。
抗疫概念股強勢拉昇，歌禮制藥漲超15%，康希諾生物漲超6%，三葉草生物漲近6%，騰盛博藥漲超4%。
汽車股午後走高，理想汽車漲近13%，長城汽車漲超10%，吉利汽車漲超6%，小鵬汽車、蔚來漲超5%。
博彩股延續漲勢，新濠國際發展漲近14%，永利澳門漲近13%，銀河娛樂、澳博控股漲超6%。
個股方面，$京東集團-SW(09618.HK)$漲近11%，中信建投指今年整體跨境電商步入穩定發展階段。
$康希諾生物(06185.HK)$漲超6%，國務院印發《加強老年人新冠病毒疫苗接種工作方案》。
$海底撈(06862.HK)$大漲近12%，市值重回900億港元上方。
$錦欣生殖(01951.HK)$再漲近14%，兩日累漲超20%。
$光大證券(06178.HK)$漲超6%，機構指市場交投階段性回暖，看好板塊估值修復價值。
機構觀點
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大和：重申對中資互聯網股看法正面，行業首選騰訊控股
大和發表研究報告指出，遊戲公司第三季在中國的主要遊戲流水呈弱，可能將拖累明年上半年的整體遊戲收入。該行重申對中資互聯網板塊的正面看法，本月行業喜好依次爲$騰訊控股(00700.HK)$、其次是$美團-W(03690.HK)$、$阿裏巴巴(BABA.US)$、$拼多多(PDD.US)$和$攜程網(TCOM.US)$。當中，認爲騰訊早過預期推出主要遊戲，以及明年視頻賬戶收入好過預期將是股價催化劑。看好美團提高外賣效率。另認爲宏觀經濟改善、股票回購等，都將成爲阿裏股價近期催化劑。
富瑞發表研究報告指出，面對刺激措施到期，相信明年整體乘用車銷量將按年跌10%至約2000萬輛。另一方面，預期明年新能源車銷售按年增長31%至850萬輛，推動內地新能源車滲透率升至約39%。該行偏好原設備生產商(OEM)股份，當中首選$比亞迪股份(01211.HK)$及$理想汽車-W(02015.HK)$，看好明年比亞迪於大衆市場定價能力，以及作爲進軍歐洲的先峯出口商。至於理想則是該行最喜歡的新能源車初創公司，認爲其於混合動力市場上具有先發優勢，產品定位精確，具營運效率。
美銀證券發表報告指，內地保險業未來增長前景改變，重點將從之前的高利潤產品和中產階級客戶轉變爲低利潤產品和大衆市場，更多的基本產品和服務將被鼓勵以可承受的價格提供給大衆市場，由於中產階級也可以購買類似的產品和服務，高利潤產品的銷售可能更具挑戰性。該行指，優先選擇$友邦保險(01299.HK)$和$中國太保(02601.HK)$，目標價分別91港元及27.7港元，評級均爲買入。該行對$中國財險(02328.HK)$維持中性評級，財險業務性質則具有防守性。予目標價8.4港元。
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