港股午評:指數齊挫,科技股普跌,汽車股逆勢走高
格隆匯5月18日丨港股上午盤主要指數全線走低,科技股熄火,市場未能延續昨日反彈行情。恆指跌0.64%,國指跌0.88%,恆生科技指數跌1.73%。 南下資金半日淨流入15.38億港元,大市成交額為599億港元。

盤面上,大型科技股普遍走弱,快手跌約4%,阿里巴巴、騰訊、美團、京東均跌超2%;餐飲股、黃金股、手遊股跌幅靠前,互聯網醫療股止步反彈,乳製品股、內險股、濠賭股、煤炭股紛紛走低。 另一方面,連續下跌的電力股反彈領漲,汽車下鄉政策6月初有望出台,汽車股、汽配股逆勢走高,燃氣股、家電股、電信股普漲。 個股方面,佳源國際控股、佳源服務閃崩,分別跌超40%及70%,且都臨時停牌。
博彩股走弱,澳門法院裁定博彩公司須為中介人承擔債務責任。澳門終審法院在今年1月至2月,共完成審理9宗在娛樂場幸運博彩的承批公司旗下娛樂場中的娛樂場幸運博彩中介人寄存籌碼的案件。其中,8宗案件涉及多金與永利,1宗涉及太陽城與美高梅中國。案件涉及多名貴賓廳會員擬取回存放賭廳款項被拒引發訴訟,寄存金額由100萬至6000萬元不等,澳門終院合議庭裁定,博企須就賭廳中介人業務承擔連帶責任。

汽車股逆勢走強,汽車下鄉政策6月初有望出台。有媒體稱汽車下鄉政策有望於6月初出台,鼓勵車型為15萬元以內的汽車(含燃油車及新能源汽車),每輛車補貼範圍或在3000元-5000元。業內專家預計,汽車下鄉將促進燃油車20萬-30萬輛銷量,促進新能源汽車30萬-50萬輛銷量。

利好疊加,開拓藥業-B(9939.HK)大漲超11%。新冠口服藥VV116臨牀研究公佈,抗疫概念股再次躁動。數據顯示,公司普克魯胺有效降低新冠患者的住院/死亡率,特別是對於服藥超過7天的全部患者,以及伴有高風險因素的中高年齡新冠患者達到100%保護率。公司正在積極推進向中國、美國及其他國家和地區的國家藥物監督機構申請緊急用藥EUA許可。日前,公司獲納入MSCI中國指數,變動將於5月31日收市後生效。此次獲納入充分體現出國際資本市場對公司研發實力和創新潛力的高度認可。

長江生命科技(0775.HK)盤中大漲近10%,疫情使旗下產品需求增加。長江生命科技主席李澤鉅在股東會上表示,疫情令市場對免疫力、睡眠及抗壓、維他命及能量產品之需求增加,集團保健產品業務的相關公司均有推出此類型的新產品。

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