港股午評：指數高開低走，科技股分化，餐飲股逆勢走高
格隆匯5月16日丨受美股止跌反彈疊加國內疫情好轉，港股早盤高開。市場憂慮經濟下行壓力加大，上午盤指數呈高開低走行情，恆指跌0.37%，國指跌0.49%，恆生科技指數跌0.28%。
盤面上，大型科技股表現依舊影響大市走勢，美團跌超3%，騰訊跌超1%，網易、京東走低，盤初漲幅均超2%，阿里巴巴、百度漲約2%；受利好影響高開的內房股與物管股部分轉跌，4月份發電量同比下降4.3%，風電股齊挫；家電股、手遊股、中醫藥股、大金融股表現低迷。另一方面，內地疫情持續好轉，餐飲股、旅遊股、濠賭股走強明顯，印度禁止小麥出口，農產品股普遍走高，互聯網醫療股繼續反彈，燃氣、煤炭等能源股普漲。
餐飲股走強，內地疫情持續好轉，上海分階段復商復市。國家衞健委通報，昨日新增新冠肺炎本土確診病例140例，新增本土無症狀感染者1019例。上海今日起將分階段推動復商復市，下一步防控分為三個階段，6月1日至中下旬全面恢復正常生產生活秩序。 東吳證券看好九毛九等餐飲龍頭後疫情時代業績向上彈性。平安證券首予海底撈“推薦”評級，指其仍為國內最佳連鎖餐飲品牌之一，建議持續關注疫後復甦和企業改革帶來的經營數據修復及新業務探索進展。
博彩股普漲，澳門修訂《博彩法》 拓非內地客可寬免税率5%。消息面上，澳門政府5月13日向立法會提交博彩法修改文本，當地立法會第二常設委員會陳澤武引述文件指，若澳門賭場可吸引中國內地以外的賭客，可以獲多最多5%的的税務扣減。目前澳門賭場税率為其賭收的35%，另外再加上5%的税率支付文教及社保等領域撥款。陳澤武表示，若行政長官認為澳門賭場打入外地市場，符合公眾利益，可以全部或部分豁免相關在文教、社保部分的費用。此外，新文本亦取消衞星場在3年過渡期後，需要在設於賭牌承批公司物業內經營規定，改為現時衞星賭場經營可按現行方式三年不變，但在3年過渡期後須按新《博彩法》經營，以後管理公司只能收取管理費。
電力板塊走弱，4月份電力生產由增轉降。國家統計局公佈，4月分電力生產由增轉降：發電6086億千瓦時，同比下降4.3%，上月為增長0.2%，日均發電202.9億千瓦時。1—4月份，發電2.6萬億千瓦時，同比增長1.3%。
機構唱好，華住集團-S(1179.HK)一度大漲超10%。國盛證券首予公司“買入”評級，目標價29港元。該行指，行業中的中小單體酒店加速出清，長期龍頭有望受益於格局優化，隨需求恢復，公司有望享受格局改善及復甦雙重紅利。在今年一季度公司展店及恢復均領先，未來公司將以經濟型為主要產品，重點進行下沉市場佈局。
日清食品(1475.HK)跌3.6%，首季股東應占溢利同比降3.09%。該公司上週五公佈，截至2022年3月31日止三個月，實現收入約10.62億港元，同比增長10.09%。公司擁有人應占溢利約9031.1萬港元，同比減少3.09%。每股盈利8.7港元。期內毛利約3.33億港元，較2021年同期增加7.4%。毛利率為31.3%，與去年同期之32.1%相比，下降0.8個百分點，主要歸因於原材料價格及其他生產成本按年上漲。
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