港股收評：恆指漲1.7%上揚近300點，地產、物管股攜手大漲
港股全天保持強勢行情，三大指數午後略有回落，但最終全線收漲，延續上週反彈行情。恆指漲1.7%上揚近300點，國指漲1.92%，6000點得而復失，恆生科技指數一度大漲4.5%，收漲1.8%。南下資金全天淨賣出港股40.95億港元，創2021年8月31日以來新高。
盤面上，大型科技股部分衝高回落明顯，美團跌近2%，京東、百度、騰訊漲幅收窄；房地產支持政策不斷，內房股與物管股攜手大漲，碧桂園盤中一度飆漲超50%，龍光集團、富力地產等漲幅居市場前列；醫藥類股持續活躍，互聯網醫療股領銜上揚，中醫藥股午後漲幅擴大。另一方面，在線教育股逆勢下跌，新東方重挫逾11%表現最差，航空股尾盤跌勢明顯擴大，豬肉概念股、蘋果概念股普跌。
具體來看：
大型科技股部分衝高回落，京東漲超4%，百度漲3.8%，騰訊、阿裏小幅上漲；美團跌近2%，快手跌1.57%。
內房股再度爆發，碧桂園漲超45%，龍光集團漲超38%，富力地產漲超35%，合景泰富、時代中國控股漲超32%，融信中國、寶龍地產、正榮地產等紛紛上漲。
11月11日，央行和銀保監會發布《關於做好當前金融支持房地產市場平穩健康發展工作的通知》，共涉及16條具體舉措。
物管股隨內房股強勢走高，碧桂園服務漲超26%，旭輝永升服務、雅生活服務漲超17%，新城悅服務、時代鄰裏、合景悠活等漲超10%，寶龍商業漲超9%。
抗疫概念股表現活躍，開拓藥業漲超37%，騰盛博藥漲超34%，東陽光藥漲超21%，歌禮制藥漲超16%，君實生物、康希諾生物、中國中藥等漲超10%。
中醫藥概念股走高，神威藥業漲超18%，中國中藥、同仁堂國藥漲超10%。
水泥股普漲，華潤水泥控股漲8.36%，海螺水泥、亞洲水泥（中國）漲超6%，華新水泥張1.68%。
天風證券稱，10月份以來，需求弱復甦以及價格向上修復趨勢較爲明顯，疊加基建實物工作量形成或對水泥需求提供一定支撐，錯峯生產+成本壓力下水泥企業提價意願較強，Q4水泥企業盈利環比或出現好轉，但由於去年Q4高基數問題，同比情況仍然存在一定壓力。
在線教育股逆勢下跌，新東方重挫逾11%表現最差，思考樂教育跌2.7%。
航空股尾盤跌勢明顯擴大，中國國航跌超6%，國泰航空跌4.2%，中國南方航空跌超3%。
煤炭板塊表現低迷，兗礦能源跌4.35%，伊泰煤炭跌3.6%，蒙古焦煤跌2.66%。
南下資金全天淨賣出港股40.95億港元，創2021年8月31日以來新高。
展望後市，中信證券指出，隨着國內基本面修復預期企穩、美聯儲貨幣緊縮預期差出現、地緣政治風險邊際緩和，看好未來港股市場的全面估值修復行情。建議關注受益外資重新流入、政策利好及銷售轉暖預期、防疫政策精細化三條主線。
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