《半日总结》恒指升48点 百威亚太涨逾5% 疫苗股挫
内地股市「五一」长假期後复市偏软，美股期货亚洲时段偏淡，港股早市个别发展。恒指高开229点後，早段曾升335点一度高见28,753点，其後曾全数蒸发升幅，并一度倒跌33点见28,384点，最终半日升48点或0.17%，报28,466点；国指跌19点或0.18%，报10,702点；恒生科技指数跌14点或0.17%，报8,093点。「北水」回归，大市半日成交总额929.97亿元，沪港通南下交易半日录得净流出3.93亿元人民币，深港通南下交易半日录得净流入金额15.72亿元人民币。
科技股方面，小米(01810.HK)首季欧洲智能手机出货量升85%，市占第二跑赢苹果，小米股价升2.4%报25.3元。传腾讯(00700.HK)与美国监管机构磋商，以维持对美游戏开发商投资，腾讯半日跌0.8%报605.5元。阿里巴巴(09988.HK)升0.3%报220.6元，美团(03690.HK)跌1.7%报282元，京东(09618.HK)平收报296元，百度(09888.HK)跌3.4%报187.6元。携程(09961.HK)早市股价升4.1%。
此外，恒腾(00136.HK)及京东健康(06618.HK)各跌4.2%及4.3%，新东方在线(01797.HK)跌5.7%。祖龙娱乐(09990.HK)升5.1%。据报赤子城(09911.HK)与字节跳动旗下流量平台达成全线合作，赤子城股价升4.7%报6.85元。
内需股方面，百威亚太(01876.HK)首季亏转赚2.33亿美元，早市股价升5.4%报25.6元。海尔智家(06690.HK)斥3,290万元回购103万股H股，早市股价升5.7%。
体育用品股方面，瑞信报告指「中国李宁」近周天猫旗舰店销售按年升近4.2倍，4月大升逾8倍，李宁(02331.HK)早市股价升5.8%。361度(01361.HK)及特步(01368.HK)各升3.9%及7.3%，安踏(02020.HK)亦升2.4%。
医药股受压，美国支持豁免对新冠疫苗知识产权保护，国药(01099.HK)、开拓药业(09939.HK)及复星医药(02196.HK)各挫10.1%、12.1%及18%，康希诺生物(06185.HK)跌20.9%，复星国际(00656.HK)亦被拖累跌6.2%。此外，中生制药(01177.HK)及白云山(00874.HK)各跌5.8%及5%。
濠赌股下跌，券商引述澳博(00880.HK)料「上葡京」次季尾分期开业，中介人需数月後才营运，澳博挫5.6%。澳门「五一」黄金周首五天入境旅客共18.6万人次，仅为2019年同期25%，永利澳门(01128.HK)、金沙中国(01928.HK)、美高梅中国(02282.HK)及新濠国际(00200.HK)各跌3.4%至4.8%。
金融股方面，汇控(00005.HK)升0.7%报48.75元，恒生(00011.HK)升1%报158.8元，港交所(00388.HK)跌0.3%报467.6元，友邦(01299.HK)升1.4%报98.5元，中银香港(02388.HK)升1.8%。创兴银行(01111.HK)中途停牌，股价停牌前升30.3%报13.76元。
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