港股收評：恒指升1%站上26000點大關，科網股、大金融股全面走高
9月10日，港股三大指數繼續走強，均錄得4連升行情，皆刷新階段新高位。截止收盤，恒生指數升1.01%站上26000點大關，國企指數升0.93%，恒生科技指數升1.27%亦站上9200點上方。
盤面上，作為市場風向標的大型科技股持續上升助力大市上揚，京東升3.6%，百度升2.8%，美團升2%，騰訊升1%，阿里巴巴升0.6%4連升，創近4年新高；大金融股普遍上升，內銀股升幅相對明顯，農業銀行升3.5%，建設銀行升2.84%；半導體芯片股全天表現活躍，龍頭中芯國際升3.6%，腦機接口概念股、影視娛樂股、濠賭股、內房股、蘋果概念股、手遊股、電信股、煤炭股齊升。另一方面，鋼鐵股、家電股、光伏股等反內卷相關板塊走低；鋰電池股大跌，天齊鋰業跌近8%，贛鋒鋰業跌7%，生物醫藥股、新能源車企、重型機械股集體弱勢。
具體來看：
作為市場風向標的大型科技股持續上升助力大市上揚，京東升3.6%，百度升2.8%，美團升2%，騰訊升1%，阿里巴巴升0.6%4連升，創近4年新高。
加密貨幣概念股升幅居前，雲鋒金融升超27%，華興資本控股、藍港互動升超6%，博雅互動升5.8%，雄岸科技升3.88%，國泰君安國際、OSL集團、歐科雲鏈升超2%。
半導體板塊普升，中電華大科技、美佳音控股升超4%，中芯國際、上海復旦升超3%。
內銀股表現活躍，農業銀行升3.49%，建設銀行升2.84%，招商銀行升2.21%，中國銀行升2.06%，工商銀行升1.87%。
影視娛樂股齊升，樂華娛樂升超11%，網易雲音樂升4.76%，大麥娛樂、騰訊音樂、稻草熊娛樂升超3%。
博彩股部分飄紅，金沙中國升3.46%，永利澳門、匯彩控股、美高梅中國升超2%。
蘋果概念股上揚，鴻騰精密升超12%，富智康集團、舜宇光學科技升超3%，通達集團升超2%。
光伏及太陽能板塊下跌，協鑫科技跌4.32%，協合新能源跌3.61%，信義光能、福萊特玻璃、新特能源、山高新能源跌超2%。
鋰電池股大跌，天齊鋰業跌7.97%，贛鋒鋰業跌7.02%。
消息面上，今日早盤碳酸鋰期貨大幅跳空低開，最低觸及68600元/噸，臨近跌停。寧德子公司宜春時代召開復產會議，推進梘下窩礦復工復產。另據消息人士透露，梘下窩礦採礦證審批進展順利。分析人士指出，綜合而言，短期來看，梘下窩礦如果快速復產，則碳酸鋰將重回過剩格局，對鋰價造成一定下行壓力，預計鋰價偏弱運行。
生物醫藥股集體弱勢，復宏漢霖、君實生物跌超5%，康方生物、科倫博泰生物-B跌超4%，榮昌生物、泰格醫藥跌超2%。
今日，南向資金淨買入75.66億港元，其中港股通（滬）淨買入25.36億港元，港股通（深）淨買入50.30億港元。
展望後市，華泰證券認為，後市港股流動性寬裕環境並未改變，基本面預期回升也起到了重要支撐。市場盈利修復一方面來自科技、新消費和醫藥等板塊能夠實現超越經濟週期的增長，另一方面因國內政策較去年力度更大，經濟和政策穩定性更強，推動了企業穩健盈利。
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