港股收評：三大指數衝高回落，黃金股延續跌勢，汽車股活躍
12月17日，港股三大指數午後一度直線拉昇轉升，但隨即持續回落再度轉跌。恒生科技指數一度升超1.1%，最終收跌0.58%，恒指、國指分別下跌0.48%及0.38%，市場情緒依舊低迷。
盤面上，大型科技股普遍下跌，汽車經銷商股、互聯網醫療股下跌明顯；市場聚焦本週美聯儲議息會議結果，黃金股延續下跌行情，濠賭股、啤酒股、內房股、在線教育股多數下跌。港股特斯拉概念股多數逆勢上升，汽車股、鋰電池股、餐飲股、軍工股部分表現相對活躍。
具體來看：
科技股午後拉昇，後又震盪回落，小米、京東、阿里、百度紛紛收跌超1%，網易、騰訊、美團等小幅收跌。
黃金及貴金屬股跌幅居前。集海資源跌超5%，山東黃金跌超3%，招金礦業、紫金礦業、潼關黃金等跟跌。市場在重要的美聯儲政策會議召開前，出現了謹慎觀望情緒。目前普遍預期，美聯儲可能不會做出過於鴿派的政策調整，這意味着美國經濟強勁的背景下，利率進一步下調的空間受限。這一預期推高了美國國債收益率，尤其是10年期美國國債收益率已創下自11月22日以來的新高，為美元提供了支持，而黃金作為無收益資產，受此壓制。
博彩股走低，澳門勵駿跌超6%，世紀娛樂國際跌超3%，美高梅中國、新濠國際發展跌超2%。里昂將今明兩年澳門博彩收入全年預測下調1%，預測2025年賭收按年增4%至2358億澳門元，2026年增速料回升至10.4%，達到2602億澳門元。里昂將2025及2026年澳門博彩行業經調整EBITDA預測分別下調2.5%及4%，至增長8%及10.2%。
汽車股表現活躍，長城汽車升超3%，比亞迪股份、廣汽集團升超1%。統計局據顯示，11月份，規模以上工業增加值同比實際增長5.4%，比上月加快0.1個百分點。其中，新能源汽車、工業機器人、集成電路產品產量同比分別增長51.1%、29.3%、8.7%。
餐飲股上升，海底撈、力寶華潤升超3%，特海國際、譚仔國際等紛紛跟升。
今日，南向資金淨買入79.72億港元，其中港股通（滬）淨買入60.68億港元，港股通（深）淨買入19.04億港元。
展望後市，華泰證券指出，港股或維持震盪走勢，五點考慮：
1）中央經濟工作會議整體符合預期，後續期待政策落地效力；2）港股盈利仍處於下修通道；3）本週FOMC會議後，海外流動性或面臨收緊壓力；4）恒指沽空交易佔比當前來到歷史低位；5）會議的日曆效應顯示會後港股或呈震盪格局。
配置上建議以穩為主，配置今年盈利預期較穩健的保險/電信，並關注會議催化的小件消費/AI+等。
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