港股午評：恆生科技指數重挫4%再創新低，科技股集體大跌
俄烏局勢惡化，港股主要指數盤中跳水，恆指午間收跌3.1%報22925點，成交額872.36億港元，國指跌3.4%，恆生科技指數4.25%，南下資金淨買入11.06億港元。科技股集體大跌，嗶哩嗶哩約8%、微盟跌7.8%，阿里健康、阿里巴巴、京東健康跌超6%，快手、京東、網易跌逾5%。
行業板塊近乎全線下跌，軟件開發板塊重挫居前，火巖控股挫逾20%，商湯跌10%；教育板塊跌幅緊隨其後，中教控股跌7%；旅遊板塊大跌，攜程集團跌5%；汽車板塊亦大跌，小鵬汽車跌7%；物業、汽車零件、博彩、醫療美容等板塊大跌靠前。受俄烏局勢局勢影響，黃金貴金屬板塊逆勢走強，招金礦業漲5%；石油股活躍，中國石油漲1%。
黃金概念股逆勢走強，招金礦業漲5%。消息稱，俄羅斯總統普京已經授權在烏克蘭的頓巴斯-利亞進行特別軍事行動。現貨黃金盤中站上1920美元/盎司關口，創逾一年來新高。
燃氣股衝高回落，新奧能源漲2%。根據上海石油天然氣交易中心的數據，由卡車運往工廠或汽車加油站的液化天然氣的全國平均價格在上個月上漲了近80%，在週二創下了每噸8114元的記錄。
元宇宙概念大跌，商湯跌10%。繼此前銀保監會發布關於防範以“元宇宙”名義進行非法集資的風險提示後，經濟日報文章再度指出，近期，一些不法分子以“元宇宙投資項目”“元宇宙鏈遊”為名目吸收公眾資金，用元宇宙虛擬幣投機炒作，甚至幹起了非法集資、詐騙的勾當。對於監管部門來説，要不斷強化數字監管手段和完善金融法治建設，充分利用大數據鑑別出那些打着元宇宙旗號進行非法集資的當事人，必要時還要聯合公安部門依法開展專項行動，切實維護投資者的切身利益。
汽車股再度大跌，小鵬汽車跌7.8%。中汽協數據顯示，1月汽車銷量為253.1萬輛，按月下降9.2%，按年小幅增長0.9%。其中，新能源汽車銷量為43.1萬輛，按月下降18.6%，按年增長135.8%。 招證指首月汽車銷量平穩，短期需警惕供應鏈受疫情擾動風險。2月處於節後淡季，1月透支部分銷量，疊加疫情擾動，該行預計2月銷量較平淡。
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