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港股午評:科技股大跌,恆生科技指數跌3%,內房股繼續走強

港股三大指數弱勢整理,恆生指數午間收跌1.4%報22181點,成交額706.6億港元,國指跌1.5%,恆生科技指數跌3.17%,南下資金淨買入1.2億港元。

行業板塊多數下跌,科技股成下跌主力,舜宇光學跌7%、金蝶國際跌6%,華虹半導體、聯想跌5%,阿里巴巴、京東跌4%;家電、傢俱、港口航運、汽車零件等板塊大跌靠前,中遠海控、創科實業跌約7%。石油板塊大漲,中國海洋石油漲4.8%;內房股延續近期強勢,富力地產漲8%;醫藥股走勢分化,生物醫藥B類股表現強勁,開拓藥業漲146%。

蘋果概念股全軍覆滅,舜宇跌7.6%,高偉電子、比亞迪電子跌5%,富智康集團、丘鈦科技、瑞聲科技跌3%。

港口航運板塊下跌,中遠海控跌7%。於所有型號船隻運價下跌,波羅的海乾散貨運價指數週二跌4%,為連續第9天下跌。

石油板塊逆勢走強,中國海洋石油漲4.8%,創2020年1月份以來新高,中國石油股份漲2.7%。歐盟對俄羅斯制裁加大,將採取包括石油進口在內的額外製裁措施。

內房股繼續走強,富力地產漲8%。中信建投指,為發揮地產行業經濟穩定器作用,近期支持性政策頻出,有星火燎原之勢:多地放鬆限購、限貸、限售等政策;2022年首輪集中供地規則改善,為房企提供更多利潤空間;金穩委會議將房地產企業風險防範化解工作上升到新高度,優質房企、AMC等相繼獲得併購貸額度,部分出險房企債務重組獲階段性成效。

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