港股收評：中美大消息！科技股、金融股尾盤爆拉，黃金崩了！
5月12日，中美日內瓦經貿會談聯合聲明，全球風險資產聞聲大升，港股尾盤爆拉。
截至收盤，恒生科技指數收升5.16%，恒生指數、國企指數分別上升2.98%及3.01%，恒指上揚近700點。
盤面上，大型科技股拉昇走強，其中，京東、阿里巴巴升超6%；大金融股(銀行、保險、券商)、中字頭等權重股齊升；由於中美貿易戰緩和，蘋果概念股、汽車股、家電股、海運股尾盤升幅進一步擴大；軍工股、手遊股、航空股、半導體股、光伏股紛紛上升。反之，黃金股逆勢大跌，藥品股普遍走低。
具體來看：
科技股尾盤拉昇，嗶哩嗶哩、京東、快手、阿里均收升超6%，百度升超5%，騰訊升超4%，網易、美團紛紛跟升。消息面上，今日下午三點，中美中美日內瓦經貿會談聯合聲明：中美各取消了共計91%的加徵關税，暫停實施24%的反制關税。
蘋果概念大爆發，高偉電子大升超18%，瑞聲科技升超15%，舜玉光學科技升超14%，比亞迪電子、丘鈦科技升超13%。消息面上，5月10日，蘋果首次在週六向渠道商下發了調價通知。蘋果 iPhone 16 Pro Max 所有容量版本降價 160 美元（約合1313.06 元人民幣）；iPhone 16 Pro 的 128GB 版本降價 176 美元（約合1445.27 元人民幣），其他版本同樣降價160美元。
大金融發力，中資券商股走強，中金公司升超7%，中國銀河、招商證券升超6%，中信證券、華泰證券升超5%。消息面上，上週，國新辦發佈會介紹了“一攬子金融政策支持穩市場穩預期”有關情況；同時，證監會發布《推動公募基金高質量發展行動方案》，有望影響機構投資行為，引導長期投資、鼓勵權益基金髮展，長期有助於資本市場健康發展。國金證券指出，政策加碼+市場活躍度較高，券商業績有望延續雙位數增長。
航運股大升，中遠海控升超8%，中遠海發升超5%，東方海外國際、中遠海能升超4%，中遠海運港口、永豐集團控股跟升。
黃金股重挫，靈寶黃金、赤峯黃金跌超11%，招金礦業跌超7%，山東黃金跌超6%。消息面上，中美關税大幅降低、國際地緣衝突緩和，導致避險情緒降温，現貨黃金加速暴跌，日內跌超3%。
生物醫藥股下挫，百濟神州跌超8%，康方生物、再鼎醫藥跌超5%。消息面上，特朗普日前宣佈，美國處方藥和藥品價格幾乎將立即下降30%至80%，美國將以全球最低價格國家的價格購買藥品。
今日，南向資金淨賣出185.28億港元，其中港股通（滬）淨賣出80.09億港元，港股通（深）淨賣出105.19億港元。
展望後市，摩根士丹利表示，出於對貿易談判取得進展的樂觀預期，對沖基金加大了對中國股票的多頭押注。美國對沖基金通過增持在美上市的中概股和國內A股，重新“擁抱”中國市場。
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