港股午評：恆指跌超500點，恆生科指大跌近4%，汽車板塊領跌
格隆匯4月11日丨港股上午盤主要指數全線大跌，市場情緒低落。恆指跌2.45%下挫535點，恆生科技指數大幅下跌3.97%跌破4300關口。
盤面上，大型科技股繼續領跌大市，美團、百度、小米皆跌超4%以上，騰訊跌近3%，鋰電池股、汽車股大跌居前，長城汽車、贛鋒鋰業領銜下跌；餐飲股、風電股、航空股、半導體股、大金融股、藥品股、內房股與物管股等普遍走低。另一方面，惟重型基建股、農業股、黃金股部分走強，中國中鐵、中國交建逆勢上漲。南下資金半日逆勢淨流入18.63億港元，大市成交額為621億港元。
汽車股全線大跌，長城汽車(2333.HK)領跌。乘聯會數據顯示，3月第四周總體狹義乘用車市場零售達到日均3.9萬輛，同下降29%，表現相對異常，相對今年2月第四周銷量下降46%。3月一至四周的零售日均3.9萬輛，同比下降18%，走勢偏低。3月第五週總體狹義乘用車市場零售11.0萬輛 同比下降5%。
海運股普跌，BDI連續四周錄得下跌。波羅的海乾散貨運價指數週五下跌6點或0.3%，至2055點，為2月28日以來最低水平；本週累計下跌12.8%，連續四周錄得周線跌幅。海岬型船運價指數上漲27點或1.9%，至1444點；本週累計下跌22.5%。海岬型船日均獲利上漲226美元，至11979美元。巴拿馬型船運價指數下跌1點至2777點；本週累計下跌約10%。巴拿馬型船日均獲利下跌6美元，至24997美元。超靈便型船運價指數下跌45點，至2502點。
黃金股部分走強，機構指高通脹預期下黃金板塊吸引力增強。中信證券研報指出，當前金價同時受到高通脹和利率水平上升正反兩方面因素的影響。受到俄烏衝突和疫情反覆的影響，該行預計高通脹預期以及避險情緒對金價的正面影響將佔據上風，繼續支撐金價高位運行。同時疫情造成的其他金屬供需雙弱的局面也使得黃金的吸引力上升。維持對黃金板塊“強於大市”的評級。
舜宇光學科技(2382.HK)跌超6%，3月手機鏡頭出貨量同比下降8.1%。該公司上週五盤後公佈2022年3月各主要產品出貨量，2022年3月，於光學零件分部，玻璃球面鏡片出貨量384.2萬件，同比增長33.5%；手機鏡頭出貨量1.2011億件，同比下降8.1%，環比增長10.2%；車載鏡頭出貨量584.9萬件，同比減少9.9%；其他鏡頭出貨量830.2萬件，同比增長4.5%。
俄鋁(0486.HK)跌5%，力拓全面控制俄鋁持有20%股權的合營企業QAL。有文章報道，由於營運架構不符合澳洲政府的制裁導致Queensland Alumina Ltd.(QAL，公司於其中間接持有20%股權的合營企業)管理層請求力拓介入及全面控制資產，力拓已全面控制QAL。
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