港股收評：恒科指升3.57%，中資券商股全天強勢，科技股、半導體股齊升
11月5日，港股三大指數全天呈單邊上升行情，恒生科技指數最終大幅收升3.57%領跑，恒指、國指分別上升2.14%及2.56%，市場做多情緒高升。
盤面上，大型科技股全線上升，蘋果概念股走高，中資券商股全天強勢，稀土概念股午後回升，半導體芯片股表現十分活躍，權重股中芯國際升超6%。另一方面，教育股逆勢走低，豬肉概念股普跌。此外，超20只細價股跌幅在20%以上。
具體來看：
科技股全線走強，快手大升超10%表現尤其搶眼，嗶哩嗶哩升超4%，小米、美團升超3%，阿里、百度、騰訊升超2%。
中資券商股大爆發，華泰證券升超10%，招商證券升近10%，中信建投、光大證券、中國銀河升超8%。財信證券指出，券商行業集中度偏低、政策支持打造“航母級券商”、存在較強併購重組預期，受益於本次市值管理及併購重組市場改革的利好政策落地，疊加資本市場成交額持續回暖，預計券商仍有反覆活躍的機會。
半導體股強勢，晶門半導體升超7%，華虹半導體、中芯國際、宏光半導體升超6%，上海復旦升超5%。華福證券表示，半導體行業業績增長迅速，各環節營收恢復良好，而在AI、HPC、端側AI/摺疊屏等創新驅動下，半導體行業有望延續增長態勢。
內房股拉升，融創中國升超10%，富力地產升超9%，旭輝控股集團、遠洋集團、中國金茂等跟升。消息面上，11月4日，十四屆全國人大常委會第十二次會議在北京舉行第一次全體會議。會議審議了國務院關於提請審議增加地方政府債務限額置換存量隱性債務的議案。受國務院委託，財政部部長藍佛安作了説明。全國人大財政經濟委員會副主任委員許宏才作了關於該議案的審查結果報吿。
蘋果概念股上揚，舜宇光學科技升超14%，高位電子升超13%，丘鈦科技、瑞聲科技、比亞迪電子跟升。消息面上，知情人士稱，蘋果公司向印尼政府提出投資近1000萬美元建廠方案，希望印尼解除對蘋果最新款iPhone 16在當地銷售禁令。該項計劃除蘋果投資外，也包括蘋果供應商，將在雅加達東南的萬隆建廠。印尼工業部上月以蘋果未達至四成產品零件需由印尼生產為由，禁止iPhone 16在當地銷售。
教育股逆勢走低，大山教育跌超10%，民生教育跌超4%，思考樂教育、新東方-S跟跌。
今日，南下資金淨買入94.26億港元。其中，港股通（滬）淨買入46.54億港元，港股通（深）淨買入47.71億港元。
展望後市，高盛最新“唱多”中國資產。高盛研究部首席中國股票策略師劉勁津及團隊維持對中國A股和H股的“超配”評級，預計這兩大市場未來12個月的潛在回報率約20%。
劉勁津團隊表示，從行業上看，他們更青睞消費導向型行業，而非製造業。因此對(A股和H股)互聯網行業(消費科技)、服務業和餐飲業持“超配”評級。
從主題上看，主張槓鈴策略（注：指投資者購買短期和長期債券，但不購買中期債券）。
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