港股收評：恒科指升2.86%，科技股強勢領銜，新能源股狂歡
3月11日，港股全天表現強勢，科技股助推大市走強，恒生科技指數大幅收升2.86%，恒指、國指分別上升1.43%及1.63%，市場情緒活躍。
盤面上，權重科技股領銜大市上揚，光伏股、鋰電池股全天大升，軟件類股午後衝高，汽車股、半導體股、手遊股、生物科技股、航空股、餐飲股等齊升。煤炭股則逆勢走低，重型機械股表現萎靡，石油股多數回調。
具體來看：
科技股集體大升，嗶哩嗶哩大升超11%，京東升6.43%表現搶眼，美團升超5%，快手、騰訊升超3%，阿里巴巴、網易、百度皆上升。招銀國際指出，重申對科技板塊的積極看法。展望1Q24，隨着終端需求復甦和新品發佈，行業創新正在加速，看好上半年摺疊機/AIPC/VisionPro帶動新一輪景氣週期。看好AI/MR終端創新、需求/庫存改善和國產替代三大投資主線，同時看好份額提升、週期回暖、創新確定性較高的上市公司。
光伏、鋰電等新能源股大爆發，彩虹新能源大升超18%，陽光能源、信義光能升超11%，贛鋒鋰業升超9%，天齊鋰業升超8%。消息面上，近期英偉達創始人黃仁勛和OpenAI的創始人山姆·奧特曼都強調了AI發展與儲能技術進步之間的緊密聯繫，AI的盡頭是光伏和儲能。此外，寧德時代引領新能源浪潮，摩根士丹利表示強烈看好。
汽車股升幅居前，小鵬汽車、比亞迪股份大升超5%，蔚來升超4%。交銀國際表示，2024年2月，乘用車零售銷售在春節假期的影響下取得109.5萬輛，同比/和環比回落21%/和46.2%。2024年1-2月零售銷售累計約313.3萬輛，同比成長17%，因去年年初基數較低。預計3月的銷量將隨著新車型上市和促消費的政策刺激有所回升。
半導體股走強，中電華大科技升超10%，上海復旦升超4%，中芯國際、華虹半導體等跟升。
煤炭股大跌居前，蒙古焦煤跌9%，兗礦能源跌超5%，南戈壁、中國神華跌超4%。中信期貨指出，節後供需逐步恢復，但隨着淡季逐步來臨，電廠日耗重心逐步下移，總體供需仍偏寬鬆，庫存或將逐步累積，市場情緒仍偏悲觀，煤價存在下行壓力。
重型機械股走低，宏信建發跌超11%，德利機械跌超3%，中聯重科、三一國際等跟跌。
今日，南向資金淨買入30.01億港元，其中港股通（滬）淨買入22.35億港元，港股通（深）淨買入7.67億港元。
展望後市，華泰證券認為，近期港股在區間內盤整震盪，短期海外降息預期邊際變化相對有限下，港股修復的節奏或對應後續政策出台的節奏。配置型外資尚未轉向下，以南向資金仍以尋求確定性為主，聚焦年報預喜+高分紅的交集板塊：①年報角度，消費/公用事業等“困境反轉”的板塊歸母淨利回升，其中交運/汽車/社服歸母淨利有所改善；②分紅角度，交運/煤炭/石油/通信分紅比例較高且相對穩定。結合年報交叉來看，交通運輸、通信在高分紅&歸母淨利改善的可預見性較高。
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