港股午評：指數迎過山車行情 國家新聞出版署出手 遊戲龍頭騰訊、網易直線下挫
格隆匯12月21日丨港股上午盤衝高回落，三大指數走出過山車行情，恒指、國指盤中一度升至1.4%，臨近午盤快速跳水轉跌，午盤分別收跌0.43%及0.69%，恒生科技指數跌1.52%，此前一度大升1.7%。
盤面上，國家新聞出版署發佈《網絡遊戲管理辦法（草案徵求意見稿）》。權重遊戲股大跌帶動大市走低，網易更是大跌超12%，騰訊跌超7%，權重科技股美團、小米、快手均轉跌超1%；教育股、電影概念股、生物科技股、內房股與物管股多數走低。 另一方面，宏觀利好疊加淡季強去庫，鋁板塊升幅居前，稀土概念股、煤炭股等能源股表現活躍；集運指數本月已升近70%，各航司即期報價已顯著提高，海運股強勢。
板塊方面
遊戲股暴跌！網易大跌超12%，騰訊跌超7%，國家新聞出版署出手,。消息上，國家新聞出版署發佈《網絡遊戲管理辦法（草案徵求意見稿）》，其中指出，網絡遊戲不得設置每日登錄、首次充值、連續充值等誘導性獎勵，所有網絡遊戲須設置用户充值限額。
港口航運股全線上升，歐線集運指數合約觸及升停。消息面上，12月22日，集運指數（歐線）期貨再度跳空高開，開盤即升超4%，隨後迅速拉升，主力合約觸及升停，升幅14.99%，報1391.2點，為連續五個交易日觸及升停，本月迄今升近70%。
鋁業股逆勢上升，宏觀利好疊加淡季強去庫，鋁價維持高位。華福證券表示，整體看，全球鋁錠顯現庫存呈去庫狀態，支撐電解鋁價格。短期看，宏觀利好疊加淡季鋁錠強去庫帶動市場情緒好轉，目前鋁錠社會庫存已處於歷史同期最低水平，支撐鋁價上移；長期看，國內天花板+歐洲復產緩+印尼產能落地不確定性較強，而新能源需求仍保持旺盛，電解鋁供給缺口打開帶動鋁價中樞上移。
個股方面
寶龍地產一度升近19%，公佈債務重組方案。消息面上，寶龍地產昨晚公佈，與特別小組成員訂重組條款書，有關成員持債務及票據未還本金總額約27%和35.6%，擬通過安排計劃實施整體解決方案，並於明年2月23日或之前商定重組支持協議的進一步詳細條款。 集團指，解決方案框架包括計劃代價將由一個或多個不同選項組成，包括現金及證券，如包持寶龍商業(9909.HK)股權、強制可轉換債券、為期5年的新中期票據、為期7.5年的新長期票據及新貸款，並以現金支付的提早同意費用，金額為參與債務的0.3%、以現金支付的基本同意費用，金額為參與債務的0.15%，而重組生效日期將不遲於明年9月30日。
恒大汽車回落逾10%，昨日曾飆升近50%，紐頓集團戰投事項仍在磋商。消息面上，恒大汽車近日公吿稱，紐頓集團戰投事項仍在磋商。此外，據恒馳公眾號消息，12月10-18日期間，恒馳在廣州、重慶、雲南開設了4家銷售展示體驗中心。恒馳汽車近期還推出限時優惠政策，用户購買恒馳5車型定金1萬元可抵2萬元，同時還有限量特惠車，車價直減1.5萬元，兩項優惠疊加可以直降2.5萬的價格。
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