港股收評：V型反轉！恒指收跌1.47%，內房股、物管股領跌
10月3日，港股在連升6日後大幅震盪，恒指跌1.47%報22113.51點，守住22000點，恒生科技指數跌3.46%，國指跌1.58%，大市成交減至3103億港元。內房、醫藥、工業板塊跌幅居前，旭輝控股、融創中國跌超20%。內資券商升跌參半，華泰證券升超12%，中信證券跌超8%。
具體來看：
科網股普遍下跌，京東跌超7%，百度、阿里巴巴跌超4%，美團逆勢升近4%。
內房股領跌，世茂集團跌近27%，旭輝控股集團、融創中國跌超20%，龍光集團跌超17%，雅居樂集團跌超15%，金輝控股、中國金茂、富力地產、越秀地產等紛紛下跌。
物管股跟隨下跌，時代鄰里跌超15%，恒大物業、宋都服務跌超12%，金科服務跌超7%，和泓服務、佳兆業美好、榮萬家、永升服務跌超6%。
紙業股跌幅靠前，晨鳴紙業跌8.91%，玖龍紙業跌7.3%，理文造紙跌5.82%。
教育股表現低迷，成實外教育跌超10%，中教控股、新東方、中國科培跌超6%，思考樂教育、建橋教育跌超3%。
半導體板塊下跌，華虹半導體、中芯國際、晶門半導體跌超4%，上海復旦跌1.22%。
博彩股普跌，澳門勵駿跌超10%，美高梅中國跌超7%，銀河娛樂、新濠國際發展跌超5%，金沙中國跌超3%。
中資券商股升跌參半，華泰證券升超12%，招商證券升超6%，東方證券、中信證券、興證國際跌超8%，申萬宏源、廣發證券跌超3%。
對於今日的震盪走勢，興業證券全球首席策略分析師張憶東表示，港股的震盪來了，恰恰是驗證了反轉邏輯，而不是曇花一現的一波流反彈。10月份港股和A股有望從近期的逼空式反彈轉為更具有持續性的震盪反轉。中短期要放棄熊市思維、堅定多頭思維。10月份的震盪更多是蓄勢、大浪淘沙，震盪是為了尋找到更具持續性、更具反轉性的主線機會。中期的行情空間和時間暫不設限，因為資金動力仍源源不斷，就像我們在5月份預判的那樣，三季度開始才開始出現內外資共振流入的高潮。
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