港股午評：恆科指漲4.24%重回4200點，科技股領漲大市，汽車股集體拉昇
格隆匯5月17日丨華爾街巨頭全面看多科技股，港股上午盤科技股爆發領漲大市，致恆生科技指數漲4.24%重回4200關口，恆生指數漲2.23%上揚445點。南下資金半日淨流入23.9億港元，大市成交額為625億港元。
盤面上，權重科技股阿里巴巴、美團均漲超5%，百度、小米、網易漲超4%，美團、騰訊漲超3%；機構料汽車行業最低谷已過，汽車股全線大漲，蘋果概念股亦爆發領漲，舜宇上揚近11%表現最佳；互聯網醫療股、特斯拉概念股、手遊股、香港零售股、銀行股、保險股、半導體股等齊漲。 另一方面，4月份發電量同比下降4.3%，電力股延續昨日跌勢，醫美概念股整體表現低迷。
汽車股走強，機構料汽車行業最低谷已過。中汽協數據顯示，受長三角疫情的嚴重衝擊，4月行業銷量為118萬輛，同比、環比均大幅下滑。招商證券國際料行業最低谷已過，廠家普遍預期5月隨着供應鏈恢復，銷量有望明顯環比改善。預計5月供應鏈部分恢復，6月大部分恢復。大部分汽車股已在相對底部，建議逐步分批次逢低吸納。該行推薦長城汽車、吉利汽車等。
香港零售股普漲，香港5月19日如期鬆綁二階段社交距離措施。香港特區行政長官林鄭月娥17日表示，由於疫情緩和，19日香港將放寬第二階段社交距離措施：酒吧可以重開，餐廳營業限制時間將從22時延長至24時。她指，第五波已過高峯，但目前在低位膠着，疫情仍是穩控，認為現時的情況滿足了經濟需要及市民恢復正常生活的期望。
招商銀行(3968.HK)漲超6%，花旗看高公司股價至65港元。公司昨日獲南下資金淨買入1.7888億港元。花旗研報指，招行風險回報吸引力高，其不良貸款覆蓋率高於同業，可能支持其股本回報率在未來維持在15%以上，對招行H股的目標價為65港元，評級買入。
舜宇光學(2382.HK)大漲超10%，昨日獲北水加倉62.05萬股。昨日，南向資金增持舜宇光學科技62.05萬股。目前，港股通共持有公司15871.48萬股，佔流通股14.46%。另外，日前公佈4月手機鏡頭出貨量符預期，不過仍慢於同行。
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