港股收評:3連升!三大指數均升超2.4%,醫療、地產板塊全線上揚
港股收盤恒指升2.48%,國指升2.73%,科指收升3.71%,三大指數均實現3連升。科網股全天強勢,萬國數據升超14%,理想汽車、小鵬汽車升約6%,京東升超5%;醫療板塊強勁反彈,地產、消費、有色行業全線上揚,半導體概念股集體拉升。

具體來看
大型科技股全線大升,萬國數據升超14%,眾安在線、平安好醫生、閲文集團升超10%,金山軟件、阿里健康、小鵬汽車等跟升。

酒店及度假村板塊升幅居前,華大酒店升超15%,華住集團升超10%,大酒店、復星旅遊文化升幅居前。

美團數據顯示,今年春節“旅遊過年”的羣體越來越多,旅遊消費迎來強勁復甦。截至1月21日,年三十至大年初八的旅遊消費(含酒店民宿、景點門票、交通等)提前預訂量較去年增長約7倍。
內房股集體走高,雅居樂集團升超15%,遠洋集團升超14%,世茂集團、旭輝控股集團升超12%,融創中國、富力地產升超11%,新城發展、碧桂園跟升。

消息面上,春節期間中國城市房地產融資協調機制不斷傳出新進展。據工、農、中、建、交、郵儲六大國有銀行最新披露,其對接的房地產融資“白名單”項目已超過8000個。
汽車股午後升幅擴大,廣汽集團升超7%,零跑汽車升超6%,小鵬汽車-W、理想汽車-W升超5%,長城汽車、北京汽車等跟升。

消息面上,據記者不完全統計,今年2月以來,福建、陝西、瀋陽、濟寧、麗水、南陽等多地省市政府相繼掏出真金白銀鼓勵汽車消費。
醫藥外包概念表現活躍,藥明生物升超11%、泰格醫藥升超9%、康龍化成、凱萊英升超8%,昭衍新藥、藥明康德等跟升。

華金證券研報指出,當前醫藥行業處於築底階段,無論從估值角度、升跌幅角度等都處於低位行業基本面需求端穩定向好,行業生態不斷優化。
影視股走高,阿里影業、貓眼娛樂、檸萌影視升超6%,稻草熊娛樂、歡喜傳媒跟升。

據《燈塔專業版》數據顯示,截至今日(16日)13時15分,2024年度大盤票房(含預售)已突破100億元人民幣(下同),其中春節檔(2月10日至17日)總票房(含預售)已突破70億元。
航空貨運及物流跌幅居前,極兔速遞跌超12%,鷹輝物流、萬勵達、春能控股跟跌。

個股異動
宏利金融升超8%,報191.7港元,總市值3462.33億港元。消息面上,該公司的2023年核心盈利同比增長13%至66.84億加元,主要由於保險體驗的提升、利率上升的淨影響以及業務增長所致。

展望後市,業內人士認為,港股龍年前三個交易日向好,在美國CPI數據超預期,美聯儲降息並不明朗的背景下,仍出現“利空跌不動”的走勢,預示着全年走勢有望向好;也有市場人士認為,2月14日、2月15日港股成交額均不到600億港元,投資者還要繼續觀察,接下來各行業彙總數據將會逐步主導港股行情。
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