港股收評:恆指跌3.73%失守20000點,金融、資源股大跌
美聯儲或激進加息疊加內地疫情嚴峻,以及人民幣貶值影響,港股市場大跌,恆指跌3.73%,再度失守20000點,恆生科技指數跌4.87%險守3800點關口,國指跌4.13%報6684.73點。

盤面上,權重科技股齊挫,百度跌7%,快手跌6.75%,小米跌6%,阿裏巴巴、騰訊、京東均下跌;餐飲股大跌居前,大金融股、港口航運股、體育用品股、汽車股、半導體股、教育股、生物科技、內房股與地產股股紛紛下挫,招商銀行、新華保險領銜走低。
權重科技股齊挫,百度跌超7%,快手跌6.75%,小米跌逾6%,阿裏巴巴跌5.54%,騰訊跌3.88%。

餐飲股大跌,海底撈重挫逾15%,九毛九、呷哺呷哺跌超10%,海倫司跌8.78%,奈雪的茶跌8.23%。

數據顯示,3月份,餐飲收入2935億元,佔社會消費品零售總額的8.6%,同比下降16.4%。
航運港口股普跌,中遠海能跌16%,太平洋航運跌超9%,中遠海控跌超8%,中遠海發跌3.85%。

體育用品表現低迷,安踏跌8.26%,李寧、特步跌7.26%,波司登跌5.46%。

汽車股集體下跌,長城汽車、理想汽車跌超8%,小鵬汽車跌7.25%,吉利汽車跌6.9%。

據乘聯會稱4月調研顯示,各大廠商零售目標同比大幅下滑,初步推算本月狹義乘用車零售市場在110.0萬輛左右,同比下降31.9%。主要廠商零售第一、二週的日均同比分別爲-32%、-39%,車市受生產停滯、終端閉店等影響,下滑幅度較大。
大金融股重挫,中資券商股中,招商證券跌超11%,中金公司、廣發證券跌超6%,中信建投、海通證券、華泰證券等紛紛下跌。

保險股中,新華保險重挫近13%,中國太平跌7.36%,中國太保、中國人壽跌超4%。

消息面上,新華保險預計今年一季度歸屬於母公司股東的淨利潤爲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。
鋼鐵股齊挫,鞍鋼股份跌超12%,西王特鋼跌超9%,重慶鋼鐵股份跌7.56%,馬鞍山鋼鐵股份跌5.9%。

一季度,國內主要用鋼行業實際鋼材消費同比下降5%,其中建築業下降7%,製造業下降2%。同期,中國鋼表觀消費量約2.35億噸,同比下降9.5%。在4月19日發改委表示,2022年國內將繼續實施粗鋼產量壓減政策,以確保確保全國粗鋼產量同比下降。
煤炭股下跌,蒙古焦煤跌超11%,伊泰煤炭跌超9%,兗煤澳大利亞、首鋼資源跌超8%,兗礦能源、中煤能源跌超7%。

今日,南下資金淨流入億9.33億港元,其中港股通(滬)淨流入1.35億港元,港股通(深)淨流入7.98億港元。

展望後市,中金公司表示,預計市場將在短期內繼續盤整,直到出現更多支持性行動和催化劑。從長期來看,國內有利的政策環境和較低的估值水平仍將爲港股市場帶來更多機會。板塊方面,建議短期關注高股息標的和低估值標的,如部分金融、電信和能源板塊。前期跌幅較大的優質成長股也值得關注。另外,隨着香港疫情緩解,香港本地消費和金融標的也值得關注。
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