港股午評：恆科指重挫逾7%續刷新低，恆指跌破兩萬點，回港中概股暴跌
上週五中概股再度大跌，港股三大指數低開低走，恆指自2016年以來首次跌破兩萬點關口，恆生科技指數重挫續創新低。截止午間收盤，恆指跌3.8%報19771點，成交額1061.3億港元，國指跌5.3%，恆生科技指數跌7.58%，南下資金淨買入52.3億港元。個股方面，碧桂園服務重挫18%領跌恆指成分股，海底撈跌近15%、京東、碧桂園、藥明生物、美團跌幅均在10%以上。
行業板塊近乎全線飄綠，口味監管趨嚴，煙草概念股重挫，思摩爾跌超19%；回港中概股暴跌，萬國數據跌超25%、小鵬汽車、理想汽車、嗶哩嗶哩跌幅均在15%以上；物業管理股全線下跌，寶龍商業、旭輝永生服務跌17%；教育、電力、體育用品、鋰電池等概念大跌靠前。
濠賭股大跌，澳博控股跌10%。消息面上，澳門《博彩法》修訂草案建議承批公司及其子公司上市流通股總數不能超過公司總股份30%，持有5%的公司股東，更不可交叉持有其他承批公司股份。澳門行會成員陳澤武表示，目前六家承批公司均沒有上市，而是其母企上市，並不是條文監管範圍內，然而將來若承批公司上市後，其餘持70%非流通股股東的資料須每年向政府提交，包括股東身份及出資額等，以防有人控制承批公司。
煙草概念大跌，思摩爾跌逾19%。電子煙管理辦法正式落地(同時，電子煙國標進行二次徵求意見)，較前稿核心變化在於禁售除煙草口味外的調味電子煙，以防止青少年及不吸煙者使用，並將於5月1日起執行。 中信證券最新點評稱，長期看最嚴的“防擴散”政策，有利於行業“強減害”功效的社會認可和價值創造。對於佔思摩爾國際收入比重70%左右的海外市場，目前經營穩健構築思摩爾國際估值底部，密切關注PMTA進展。國內外強監管帶來供給格局優化，鞏固思摩爾國際全球龍頭地位。
回港中概股暴跌，萬國數據跌26%。上週五，5家中概股被SEC列入“預摘牌名單”持續發酵，中概股再度大跌。
中信證券發研報稱，中概監管趨嚴由來已久，此次“預摘牌清單”事件只是美監管部門執法的正常程序。由於主營業務在國內而在美國上市的特殊性，股價易受國際形勢的影響，此次回調更多是受到俄烏地緣衝突影響引發情緒波動，美國“預退市名單”的公佈挫傷了部分投資者對於中概股未來走勢的信心。考慮到港美兩地上市標的的傳導機制，短期仍需警惕近期多重因素影響下市場情緒承壓導致海外中資股回調的風險，但該行認為中概股整體上基本面並未出現較大問題，相關財務披露問題並非新的事件。
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