港股午評：恆生科技指數跌超1%，內房股大跌
港股三大指數弱勢震盪，恆指午間收跌0.71%報24155點，成交額680億港元，國指跌0.84%，恆生科技指數跌1.4%，南下資金淨買入28.47億港元。科技股普跌，京東健康跌6%，百度、明源雲、嗶哩嗶哩、快手、阿里巴巴跌約3%，騰訊跌2.7%。
行業板塊多數下跌，恆大概念股集體下跌，恆大物業跌4%；特斯拉概念股近乎全線下跌，贛鋒鋰業跌4.7%；官方提示防範以“元宇宙”名義進行非法集資，元宇宙概念大跌，心動公司跌5.8%；內房股大跌，融創中國、正榮地產跌幅均在10%以上；電力、短視頻、雲計算、抗疫概念跌幅靠前。5G、煤炭股活躍，中煤能源漲、中興通訊漲約3%。
煤炭股活躍，中煤能源漲3.5%。消息面上，動力煤、焦煤期貨漲4.7%。開源證券指，當前煤炭股低估值特徵明顯，在當前穩增長、寬信用的宏觀政策預期下，我們認為煤炭板塊具備較高配置價值，看好板塊估值修復。
5G概念活躍，長飛光纖漲5%。西部證券策略團隊2月20日發佈研報指出，“東數西算”數字經濟時代的基礎設施建設工程，將是長週期、持續性投資方向。穩增長預期下，“東數西算”高投資額，將直接拉動新基建建設。
內房股大跌，正榮地產、融創中國跌超10%。消息面上，正榮地產發公吿稱，預計其現有的內部資源可能不足以解決其於2022年3月即將到期的債務(包括於2022年3月5日悉數贖回證券)。 另外，國家統計局今日公佈的數據顯示，2022年1月份，70個大中城市新建商品住宅和二手住宅銷售價格環比降勢減弱，同比漲幅總體回落。
汽車股普跌，五菱汽車、恆大汽車跌逾3%。2022年1月，汽車產銷形勢總體平穩，環比有所下降，同比保持小幅增長。1月汽車產銷分別完成242.2萬輛和253.1萬輛，環比下降16.7%和9.2%，同比增長1.4%和0.9%。1月新能源汽車產銷環比有所下降，同比繼續保持高速增長，分別完成45.2萬輛和43.1萬輛，環比下降12.6%和18.6%，同比增長1.3倍和1.4倍。
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