港股午評：行業板塊齊挫，恆生科指大跌5%，國產軟件股逆勢飄紅
格隆匯5月6日丨港股上午盤大跌，指數臨近午盤加速下挫，恆指跌3.57%險守2萬點大關，恆生科技指數跌5.03%。南下資金半日逆勢淨流入26.49億港元，大市成交額為634億港元。
盤面上，權重科技股重挫，京東、阿里巴巴跌超6%，百度、快手、美團皆跌超5%，騰訊、小米跌近5%；美元走強大宗商品承壓，有色金屬板塊領銜下跌，啤酒股、餐飲股齊挫，體育用品股、汽車股、蘋果概念股、手遊股、電力股、內房股與物管股等紛紛下跌。另一方面，惟國產電腦軟件股逆勢飄紅，聯想集團盤中一度漲約5%，午間收漲1.7%。
有色金屬股大跌，美元走強大宗商品承壓。美聯儲加息75個基點的想法可能再次出現，市場人士預計美元未來將繼續温和走強。對於持有美元以外貨幣的人來説，商品變得更加昂貴，這對商品需求產生負面影響，價格也會出現下降。目前美元指數逼近104，昨日盤中再度刷新階段高位。國內商品期貨早盤開盤大面積飄綠，滬鎳、國際銅等皆下挫。
內房股走低，離岸人民幣兑美元跌破6.73關口。離岸人民幣兑美元今日跌破6.73關口，為2020年11月以來首次。當匯率有貶值預期時，資本便傾向於流出，這樣則會導致包括房地產在內的國內資產價格下跌。此外，不少房地產企業有大量美元債務，人民幣貶值也加大了償債壓力。
創科實業(0669.HK)續跌超7%，股價創17個月新低。美國抵押貸款利率昨晚飆升至5.27%，為2009年8月以來的最高水平。美國按揭貸款月供增加，借貸成本的急劇上升將對美國樓市造成負面影響。該股主要客户來自北美，而市場擔憂美國將會大幅加息，影響當地樓市，並對家裝工具的需求下降。 此外，供應鏈緊張，以及原材料價格上升，亦使製造業面對成本壓力，創科的最大客户家得寶最新季度毛利率下跌，並預吿將持續受壓，市場憂慮創科經營前景也難免面臨壓力。
和黃醫藥(0013.HK)再跌10%，索凡替尼赴美上市遭拒。該公司此前公吿，美國FDA已就索凡替尼用於治療胰腺和非胰腺神經內分泌瘤的新藥上市申請發出完整回覆函。FDA認為當前基於兩項成功的中國III期研究以及一項美國橋接研究的數據包尚不足以支持藥品現時於美國獲批。
啟明醫療-B(2500.HK)創歷史新低，遭GIC減持82.75萬股。根據聯交所最新權益披露資料顯示，2022年4月29日，啟明醫療遭GIC Private Limited在場內以每股均價14.0727港元減持82.75萬股，涉資約1164.5萬港元。減持後，GIC Private Limited最新持股數目為2578.67萬股，持股比例由6.03%下降至5.85%。
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