港股收評：恆指跌1.55%，半導體板塊逆勢上漲，華虹半導體漲超3.62%
港股三大指數全天表現低迷，經歷連續上漲後做多情緒謹慎。截止收盤，恆指跌1.55%，國指跌1.65%，恆生科技指數跌2.39%。南下資金逆勢淨流入39.09億港元，大市成交額為1056億港元。
盤面上，大型科技股普跌，百度、阿里巴巴跌超4%，美團、快手、京東、小米、騰訊均跌超2%；昨日領漲的紙業板塊跌幅較大，醫藥類股全線回調；國務院再強調“房住不炒”，內房股走低，建材水泥股跟跌；手遊股、餐飲股、航空股、濠賭股普遍走低。另一方面，旅遊及觀光股全天表現強勢，電力股普漲，半導體股再度活躍，華虹半導體漲3.62%。
昨日領漲的紙業板塊跌幅較大，玖龍紙業跌5.66%，晨鳴紙業跌4.07%。
建材水泥板塊跌幅居前，海螺水泥跌3.45%，華潤水泥控股跌3.04%，華新水泥跌2.53%。
據生意社預計，隨着氣温不斷降低，華東市場需求進一步下滑，短時間內，水泥市場行情以下跌為主。
教育股回調，創聯控股跌超19%，成實外教育跌超16%，光正教育跌超15%，思考樂教育、天立國際控股跌超12%，中國東方教育、東軟教育跌超5%。
內房股集體走低，中駿集團控股跌6.67%，龍光集團跌4.93%，禹州集團、正榮地產跌超3%，合景泰富集團、融信中國、新城發展跌超2%。
中共中央、國務院印發《擴大內需戰略規劃綱要(2022-2035年)》指出，堅持“房子是用來住的、不是用來炒的”定位，加強房地產市場預期引導，探索新的發展模式，加快建立多主體供給、多渠道保障、租購併舉的住房制度，穩妥實施房地產市場平穩健康發展長效機制，支持居民合理自住需求，遏制投資投機性需求，穩地價、穩房價、穩預期。
旅遊及觀光股全天表現強勢，攜程集團漲3.55%，中國中免漲0.93%。
12月15日，攜程集團發佈2022年第三季度財報，報吿期內實現營收68.97億元，同比增長29%；歸母淨利潤2.66億元，上年同期為淨虧損8.49億元，同比扭虧為盈；調整後歸母淨利潤10.35億元，上年同期淨利潤5.23億元。
半導體板塊再度活躍，華虹半導體漲3.62%，中芯國際漲0.11%。
傳聞中國最新擬投資總規模1430億美元(摺合人民幣10046億元)扶持國內芯片企業。中芯國際投資者關係部門相關人士迴應稱，現在媒體都在傳，但是我們公司沒有收到具體的文件通知，我們一直有國家補貼的。
南下資金淨流入39.09億港元，其中港股通（滬）淨流入18.68億港元，港股通（深）淨流入20.41億港元。
展望未來，興業證券表示，2023年是港股值得做多的窗口期。歲末年初，疫情防控、地產和互聯網等政策優化、人民幣壓力減弱。展望中期，美債收益率確認築頂回落，中國經濟復甦的預期提升，中國優質股票將迎來全球投資者特別是長線資金的再配置。
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