港股收評：恒指升0.49%，恒生科技指數升超1%，蘋果概念、教育表現活躍
今日，港股三大指數維持震盪行情，恒指、國指分別上升0.49%、0.36%，恒生科技指數升1.09%，盤中曾大升至2.8%。
盤面上，大型科技股多數普遍活躍，京東、百度、網易、美團升超2%，小米升超1%，阿里巴巴、騰訊均有升幅。
蘋果AI上線在即，機構看好AI落地帶來需求提振，蘋果概念股全天維持強勢，高偉電子放量升超8%領跑，舜宇光學、丘鈦科技皆上升；教育股普遍上升，在線教育龍頭新東方升2.6%；10月汽車銷量預計同比增長8.2%，汽車銷量增速有望進一步向上，蔚來汽車大升近9%領銜汽車股上升。
另一方面，昨日大幅飆升的鋼鐵股全線回調，重慶鋼鐵股份大跌超12%，鞍鋼股份跌近7%；國際油價短線急挫，“三桶油”盤中均跌超2%；三胎概念股呈現高開低走行情，錦欣生殖收跌8.8%，早盤一度大升15%；內房股、紙業股、風電股、重型基建股多數走低。
具體來看：
蘋果概念股大升，高偉電子升超8%，舜宇光學科技升超3%，比亞迪電子升超2%，丘鈦科技、瑞聲科技升超1%。
消息面上，蘋果公司發佈配置M4芯片和蘋果人工智能的新款iMac，起售價1299美元。iPhone、iPad、以及Mac可以使用Apple Intelligence功能，MacOS Sequoia 15.1版本也可以使用Apple Intelligence。新的Apple Intelligence功能將於12月份發佈/上線。
教育股上升，光正教育升超5%，21世紀教育、新東方-s升超2%。
消息面上，職業教育重磅支持政策發佈，機構看好行業長期發展。
汽車股大升，蔚來汽車升超10%，零跑汽車升超3%，北京汽車、小鵬汽車、雅迪控股升超2%，比亞迪股份升超1%。
加密貨幣概念普升，OSL集團升超16%，美圖公司升超12%，新貨科技控股升超7%。
消息面上，週二，比特幣一度突破7萬美元大關，為7月以來首次。
三胎概念股呈現高開低走行情，錦欣生殖轉跌近9%，盤初曾大升15%，中國飛鶴、好孩子國際皆轉跌。
鋼鐵股大跌居前，重慶鋼鐵股份跌超12%，鞍鋼股份跌超6%，馬鞍山鋼鐵股份跌超5%，中國東方集團跌超2%。
綠電概念、電力設備多數下跌，協鑫科技跌超7%，福萊特玻璃跌超5%，龍源電力、天能動力、上海電氣跌超3%，哈爾濱電氣、金風科技、信義光能跌超2%。
內房股走弱，融信中國跌超4%，中國海外發展、富力地產跌超3%，萬科企業、龍光集團、建發國際集團、融創中國、新城發展跌超2%。
石油股下跌，中石化、中石油跌超2%，中海油田服務、中國海洋石油跌超1%。
今日，南下資金淨買入67.53億港元，其中港股通（滬）淨買入38.99億港元，港股通（深）淨買入28.54億港元。
展望未來，華泰證券認為，隨美國大選進入衝刺階段，海外擾動或加劇，11月上旬前港股大概率延續震盪格局，或需留意美元走高帶來的AH溢價中樞上移風險。配置上，建議穩中求進（公用、電信、互聯網）。
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