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港股午評:恆指跌2.6%,行業板塊全線下跌

港股三大指數弱勢震盪,恆指午間收跌2.59%報20103點,成交額645.2億港元,國指跌2.7%,恆生科技指數跌2.86%,南下資金淨買入11.36億港元。科技股集體下跌,商湯跌6%,快手、百度、小鵬汽車跌4%,阿里巴巴跌3%。

盤面上,行業板塊全線下跌,餐飲板塊重挫居前,海底撈跌12%;券商板塊跌幅緊隨其後,招商證券首季營收淨利雙降,股價大跌11%;有色金屬、新能源電力、煤炭、軟件開發等板塊大跌靠前,信義光能跌7%、紫金礦業跌5.5%。

保險股集體下跌,新華保險重挫12%。新華保險預計今年一季度歸屬於母公司股東的淨利潤為12.61億至18.92億元人民幣,同比下降70%至80%。瑞信指,由於期內股市表示疲軟,預計國內同業亦面臨類似的盈利壓力,但嚴重程度較低。

券商板塊大跌,招商證券跌11%。招商證券披露2022年第一季度報吿,期內實現營業收入36.96億元,同比下降38.01%;歸屬於上市公司股東的淨利潤14.90億元,同比下降42.99%。

石油股大跌,中國海洋石油跌4.5%。自4月22日以來,北京市累計報吿42例新冠肺炎病毒感染者,涉及6個區。市場擔憂北京防控措施進一步升級。WTI原油期貨跌2.38%,報99.13美元,布倫特原油期貨跌2.45%,報103美元。

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