港股收評：恒生科技指數升3.24%，芯片、汽車紛紛走強，理想汽車飆升25%
今日，港股探底回升，恒生科技指數收升3.24%，刷新反彈新高，恒指、國指分別上升0.94%、1.46%。
盤面上，大型科技股普升，阿里巴巴升1.82%，嗶哩嗶哩升1.65%，騰訊跌0.91%。
由於業績超預期，理想汽車飆升超25%，帶領汽車股強勢上攻。多方消息提振國產半導體預期，半導體股大幅拉昇，上海復旦飆升逾23%，龍頭中芯國際大升超10%。生物科技股、零售股、軍工股、餐飲股、教育股、體育用品股等表現活躍。
另一方面，春節假期過後日均入境旅客回落至約8萬人次，濠賭股全天表現萎靡，乳製品股、重型機械股、內房股與物管股逆勢走低。
具體來看：
半導體領升，上海復旦升超23%，中芯國際升超10%，晶門半導體升超9%，華虹半導體升超7%。
汽車股暴升，理想汽車升超25%，零跑汽車升超6%，小鵬汽車、比亞迪股份升超5%，蔚來、長城汽車升超4%，吉利汽車升超2%。
消息面上，理想汽車業績大超預期，隔夜美股收升18%，盤後升超7%。
香港零售股大升居前，新秀麗升超13%，周生生升超3%，周大福升超1%。
消息人士稱，新秀麗在收到潛在買家的收購意向後，正在考慮各種選擇，包括私有化在內的可能性。消息又指，一些私募股權公司一直在研究與新秀麗達成收購交易後，以更高的估值在美國等另一個市場重新上市。
影視娛樂板塊走強，力天影業升超21%，數字王國升超5%，騰訊音樂升超3%，樂華娛樂升超1%。
博彩股走弱，金沙中國跌2%，澳博控股、銀河娛樂、永利澳門跌超1%。
啤酒股下跌，青島啤酒跌超3%，華潤啤酒、百威亞太微跌。
重型機械板塊回調，三一國際跌超3%，中國龍工跌超2%，中聯重科跌超1%。
個股層面，海信家電盤中升超8%，最高報25.1港元續創新高，最終收升6.25%。消息上，公司管理層預計2024Q1收入同比增長雙位數左右，利潤同比增長15%左右，行業數據好於預期。
鼎益豐控股盤初暴跌超40%，最終收跌23%，至1.1港元/股。消息面上，香港證監會表示，已對鼎益豐前主席隋廣義等人就涉嫌操縱鼎益豐股份展開法律程序，並尋求向投資者作出賠償。鼎益豐控股今早公吿稱，隋廣義已於四年前辭職，仍為公司主要股東。
今日，南向資金淨買入13.29億港元，其中港股通（滬）淨買入11.82億港元，港股通（深）淨買入1.48億港元。
展望未來，國泰君安認為，港股底部夯實中，中期震盪向上，紅利風格佔優。隨着國內增加經濟動能的政策繼續出台，經濟增長預期企穩；雖海外流動性大趨勢是轉寬鬆，但短期受美國通脹數據反彈的擾動，海外流動性預期出現反覆，港股成長風格受到更大的影響。此外，海外風險事件較多，包括全球多地大選，地緣政治摩擦此伏彼起，美國衰退預期或升温並擾動港股市場，具備低估值和穩定現金流等低風險特徵的高分紅風格仍是當前優選，建議關注港股低風險特徵的紅利資產，如通信運營商、能源和公用事業等。此外，年中成長股的行情將出現，新能源板塊將率先啟動，但行情重點在科技製造。
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