熱點掃描 | 科技股強勢反彈，週期股盤中跳水
uSMART盈立智投5月12日消息，截至發稿，恆指漲0.20%，報28069.15，成交額666.79億；國企指數漲超0.88%，恆生科技指數漲2.44%，港股通淨流入43.71億。
恆生科技指數成分股強勢反彈，截至10:47，微盟集團大漲超10%，公告稱一季度訂閱解決方案收入同比增長超100%；祖龍娛樂漲超8%，閱文集團、金山軟件均漲超6%，網易漲超5%，百度、比亞迪電子、京東、阿裏巴巴、萬國數據均漲超4%，美團、快手漲超3%，騰訊、小米漲超2%；ASM太平洋跌超3%，被剔出MSCI半年度指數成分股，改入香港小型股指數。
零售板塊表現亮眼，截至10:47，周大福漲超6%，獲納入MSCI香港指數；歐舒丹漲超4%，此前大和上調歐舒丹目標價至26.3港元，評級“買入”；周生生漲超3%，六福集團漲幅不足1%。
餐飲股走高，截至10:47，聚利寶控股漲超6%，海底撈漲超4%，九毛九、呷哺呷哺均漲超2%，其中大和升九毛九目標價，重申“買入”評級。
汽車股拉昇，截至10:47，五菱汽車大漲超7%，比亞迪股份漲超6%，比亞迪擬將子公司比亞迪半導體分拆至創業板上市；長城汽車漲超4%，雅迪漲超4%，此前中國自行車協會稱，首季電動自行車規模以上企業產量按年增86.3%；廣汽漲近3%，東風集團、吉利均漲超2%。
港口航運板塊跳水，截至10:47，海豐國際跌近9%，太平洋航運跌超5%，中遠海運港口跌超4%，該公司遭執行董事張達宇減持12萬股；中遠海控跌超3%，中遠海發、中遠海能均跌超2%，招商局港口跌超1%。
有色金屬板塊同樣盤中下挫，截至10:47，五礦資源、中國黃金國際跌超5%，中國大冶有色金屬跌超4%，中國鋁業、中國有色礦業、江西銅業跌超2%。
濠賭股走弱，截至10:47，金沙中國、銀河娛樂、永利澳門均跌超2%，其中永利澳門首季股東應佔虧損淨額約1.61億美元，同比擴大約4.58%；澳博控股、新濠國際、美高梅中國均跌超1%。板塊上，大和近日指，澳門4月博彩復甦慢於預期，並質疑5月賭收趨勢可否持續。
個股方面，截至10:47，嗶哩嗶哩-SW漲超7%，摩根大通予嗶哩嗶哩港股超配的初始評級。阜博集團漲超7%，該公司與快手附屬公司簽署長期技術服務協議。福萊特玻璃漲近6% 實控人方面擬合計增持不超1000萬股。
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