港股午評：恆指高開低走跌近1%，黃金板塊重挫
格隆匯4月12日丨港股市場主要指數下跌，恆指高開後持續走弱，盤中一度跌1.4%，接近午間收盤小幅回升，收跌0.98%報28417點，成交額902.27億港元；國指跌1.02%報10865點，恆生科技指數跌1.6%，南下資金淨賣出7億。個股方面，阿裏巴巴漲7.16%、瑞聲科技漲6%，居恆指成分股前兩位；吉利、美團跌6%，海底撈跌3.8%。
盤面上，行業板塊普遍下跌，黃金板塊重挫居前，紫金礦業跌7%；汽車股全線下跌，吉利跌6.8%；港口航運、餐飲、軟件板塊大跌靠前。鋼鐵板塊逆勢走強，馬鋼漲5%；化肥、醫療及醫美、電子零件板塊漲幅靠前。
鋼鐵板塊逆勢走強，馬鞍山鋼鐵漲5%。一方面和鋼價連續推漲、需求維持高景氣度有關；另一方面，上市鋼企一季度業績表現不俗，截至4月9日晚，共有7家鋼鐵上市公司披露一季度業績預告，全都預喜，且淨利潤同比增長幅度上限均超過100%。此外，在碳中和背景下，鋼鐵產量預計會得到控制，行業兼併重組有望加速，龍頭公司議價權有望擡升。由於近期鋼價屢創新高，高盛預計，鋼鐵企業的EBITDA利潤率將在未來幾個季度達到峯值，該行建議投資者“保持選擇性，尋找優質的、能夠推動利潤率擴張的鋼鐵板塊標的。”
醫療及醫學美容板塊大漲，必瘦站漲6.7%。發改委發佈關於支持海南自由貿易港建設放寬市場準入若幹特別措施的意見提出，支持海南高端醫美產業發展。鼓勵知名美容醫療機構落戶樂城先行區。海南省有關部門研究提出樂城先行區醫美產業發展需要的進口藥品、醫療器械、化妝品企業及產品清單，協助相關企業開展註冊，國家藥品監督管理部門予以支持。
黃金板塊重挫居前，紫金礦業跌7%。今年以來，金價相較去年的最高點已經下跌20%左右。春節期間，受就地過年等因素影響，黃金銷量一度大增；但近期的金價依舊呈弱勢下跌走勢。
阿里巴巴漲7%，報233.6港元，盤中最大漲幅8.7%。4月10日，市場監管總局依法對阿里巴巴作出行政處罰，責令其停止違法行爲，並處以182.28億元罰款。摩根大通認爲，相信這對阿里股價對此反應正面，因結束投資者對阿里核心商業監管風險的擔憂。重申其增持評級，且爲該行行業首選，目標價爲320港元。
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