港股午評：三大指數齊漲，餐飲股和汽車股集體走高
格隆匯4月14日丨港股上午盤三大指數上漲，恆指漲0.37%，國指漲0.66%，恆生科技指數漲0.94%。南下資金半日淨流入17.51億港元，大市成交額為491億港元。
盤面上，電子煙標準落地，電子煙板塊領漲市場，思摩爾國際漲超10%表現最佳；國常會強調鼓勵消費、汽車等大宗消費，餐飲股和汽車股集體走高，啤酒股、家電股、航空股、體育用品股、豬肉概念股等普遍上漲；大型科技股多數上漲，百度漲2%，騰訊、美團小幅上漲。另一方面，惟香港銀行股、元宇宙概念股少數下跌，中銀香港、匯豐控股均走低。
汽車股、餐飲股集體走強，國常會強調鼓勵汽車等大宗消費。國常會指出，各地不得新增汽車限購措施，已實施限購的逐步增加增量指標，部署促進消費的政策舉措，助力穩定經濟基本盤和保障改善民生。消費對經濟有持久拉動力，事關保障改善民生。要貫徹黨中央、國務院部署，協同發力、遠近兼顧，穩定當前消費，釋放消費潛力。
電子煙國標落地，思摩爾國際漲超10%。國家市場監督管理總局(國家標準化管理委員會)批准《電子煙》強制性國家標準，自2022年10月1日起實施。國家標準《電子煙》由TC144(全國煙草標準化技術委員會)歸口上報及執行，主管部門為國家煙草專賣局。市監總局在3月中旬發佈的《電子煙》二次徵求意見稿指出，不應對未成年人產生誘導性，不應使產品特徵風味呈現除煙草外的其他風味；電子煙煙具應具有防兒童啟動功能和防止意外啟動的保護功能。
海吉亞醫療(6078.HK)漲12%，中信建投首予其“買入”評級。中信建投指出，公司為民營腫瘤醫療服務龍頭，自建+併購推動牀位數和業績高增長。隨着公司二期項目和自建醫院陸續完工，預計到2023年底，公司可開放牀位數量有望增長到一萬多張。另外，2020年我國腫瘤醫療服務市場規模約為4000億元，該行預計2020-2025年複合增速約為11.5%。首予其“買入”評級。
康師傅控股(0322.HK)漲4.6%，老壇酸菜面重新上架。康師傅老壇酸菜方便麪重返超市貨架登上熱搜，其客服稱，只有四家工廠生產的老壇酸菜面涉及插旗菜業，四家工廠的產品全部下架而且目前沒有再生產方便麪，其他工廠生產的老壇酸菜面可以正常食用。此外，康師傅上海地區業務員稱，老壇酸菜方便麪已在上海重新上架而且賣光了，倉庫都空了。
金風科技(2208.HK)漲約4%，擬188億建温州海上風電產業基地等項目。公司昨日公吿稱，與温州市政府建立戰略合作伙伴關係並簽訂《戰略合作框架協議》。公司與温州甌江口產業集聚區管理委員會就金風科技温州深遠海海上風電零碳總部基地等項目落地甌江口相關事宜簽訂《項目投資協議》，與温州洞頭區政府就打造國際領先的深遠海海工裝備製造及服務產業集羣相關事宜簽訂《項目投資合作協議書》。上述協議約定公司及引入其他企業投資共計約188億元。
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