《半日总结》恒指跌281点 美团受压 阿里及瑞声逆市扬
国家市场监管总局拟增加人手打击反垄断行为，港股早市先升後回。恒指高开93点见28,791点半日高位後向下，曾跌424点见28,274点，中午前跌幅收窄，半日跌281点或1%，报28,417点；国指跌111点或1%，报10,865点；恒生科技指数跌133点或1.6%，报8,172点。大市半日成交总额902.27亿元，沪港通南向交易半日录得净流出金额2.74亿元，深港通南向交易半日录得净流入金额10.38亿元。
国家市场监管总局对阿里巴巴(09988.HK)在境内网络零售平台服务市场实施「二选一」垄断行为处罚182.28亿元人民币，市场认为消除阿里巴巴不明朗因素，阿里巴巴股价升7.2%报233.6元。其余主要科技股下跌。
美团(03690.HK)跌6.2%报294.6元，京东(09618.HK)及百度(09888.HK)各跌3.6%及3.7%，小米(01810.HK)跌2.9%，腾讯(00700.HK)跌1.8%报609.5元。
其他科技股方面，明源云(00909.HK)及微盟(02013.HK)各跌6.8%及5.5%，快手(01024.HK)、新东方在线(01797.HK)、哔哩哔哩(09626.HK)、金蝶(00268.HK)及金山软件(03888.HK)各跌3%至4.2%。同程艺龙(00780.HK)及美图(01357.HK)各升5.1%及4.8%。
手机相关股方面，瑞声(02018.HK)获高盛上调评级至「买入」及目标价至58元，股价升6.1%。通达(00698.HK)及信利(00732.HK)各跌3.6%及3.9%。瑞声中午收市後发盈利预喜，料首季净利介乎5.1亿至5.5亿人币按年增9.6倍至10.4倍。
因芯片供给不确定性增大，乘联会料内地4月生产增量带来风险，汽车股受压，比亚迪(01211.HK)及长城汽车(02333.HK)各跌3.1%及5.4%。吉利(0175.HK)3月销售跑输同业且遭监管约谈，股价跌6.9%报19.28元。锂电池材料商赣锋锂业(01772.HK)跌5.1%。
其余内需股亦普遍受压，呷哺呷哺(00520.HK)挫14.1%，国美(00493.HK)及蓝月亮(06993.HK)各跌6.4%及5.5%，百威亚太(01876.HK)、猫眼娱乐(01896.HK)、海底捞(06862.HK)及统一企业中国(00220.HK)各跌2.8%至3.9%。体育用品股滔搏(06110.HK)跌5.8%。
医药股石药(01093.HK)、中生制药(01177.HK)及信达生物(01801.HK)各跌2.6%至3.4%。出口股敏华(01999.HK)及天虹纺织(02678.HK)各跌8.2%及6%，申洲(02313.HK)亦跌2.8%。航空股东航(00670.HK)、国航(00753.HK)及南航(01055.HK)各跌2.2%至2.8%，航运股中外运(00598.HK)及中远海控(01919.HK)各跌3.1%及4.9%。
资源股向下，紫金(02899.HK)跌7.3%，中国黄金国际(02099.HK)、江铜(00358.HK)、五矿资源(01208.HK)及中铝(02600.HK)各跌3%至4.1%。市场续憧憬碳中和政策影响钢铁产能，马钢(00323.HK)及重庆钢铁(01053.HK)各炒高5.1%及8.6%。
其余蓝筹方面，汇控(00005.HK)跌1.2%报46元，港交所(00388.HK)跌1.2%报457.4元，友邦(01299.HK)跌2.1%报95.75元，中移动(00941.HK)跌0.2%报50.15元。
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