港股午評：科技股反彈，恆指漲0.66%重上21000點上方
格隆匯5月5日丨美國加息符預期促市場情緒向好，港股上午盤維持高位震盪，恆指漲0.66%重上21000點關口，恆生科技指數漲1.69%。南下資金半日淨流入3.38億港元，大市成交額為596億港元。
盤面上，大型科技股反彈助力大市上揚，百度漲4.33%，快手漲3.9%，小米、美團漲超3%，阿里巴巴漲近2%；國際油價、黃金上漲，石油股與黃金股攜手拉昇，汽車股、軍工股、鋰電池股、半導體股、餐飲股、煤炭股等多數走高。另一方面，連續反彈的教育股走低，電力股、高鐵基建股、家電股走勢萎靡。
黃金股走強，美元指數走低，黃金現貨短線拉昇。美元指數在美聯儲宣佈加息50個基點後下滑，黃金現貨漲超1%，站上1900美元關卡。
國際油價上漲，石油股走強。歐盟公佈逐步禁運俄羅斯石油的計劃，國際原油期貨加速上漲，美國WTI原油昨日漲超5%，創三週來最大單日漲幅。早盤上期所燃油期貨主力合約一度漲超5%。此外，美國至4月29日當週EIA戰略石油儲備庫存為2001年12月28日當週以來最低。
煤炭股多數走高，央行增加1000億元支持煤炭開發使用。消息上，人民銀行增加1000億元支持煤炭清潔高效利用專項再貸款額度，專門用於支持煤炭開發使用和增強煤炭儲備能力。新增額度支持領域包括煤炭安全生產和儲備，以及煤電企業電煤保供。早盤動力煤主力合約一度大漲8%。
獲投行看好，長飛光纖光纜(6869.HK)漲7.2%。瑞信研報指，上調公司2022-24年每股盈利預測1%-2%，以反映一季表現勝於預期和較好營運開支，看好行業情緒改善、多元化策略、新業務貢獻和風險回報，目標價由13.4港元至13.6港元，維持跑贏大市評級。
新華製藥(0719.HK)放量升超9%，A股錄得5連板。新華製藥A股目前錄得5連板漲停，股價創逾12年新高價。 4月27日，公司與真實生物簽署《戰略合作協議》，成功奪取阿茲夫定產銷權，業內指或迎來新利潤增長點。值得注意的是，此前一季報數據顯示，淨利潤同比大降99.99%至1.09億元。
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