港股午評：指數大跌，恆科指跌3.4%失守4200點，光伏板塊逆勢揚升
格隆匯5月19日丨受隔夜美股暴跌影響，市場悲觀情緒進一步抬升。港股上午盤集體大跌，權重科技股、大金融股齊挫，致恆指跌2.25%，盤中一度跌破2萬關口，國指跌2.28%，恆生科技指數3.4%再度失守4200點。 南下資金半日逆勢淨流入41.53億港元，大市成交額為732億港元。
盤面上，Q1業績不及預期，騰訊大跌6.62%，阿里巴巴跌6%，小米、美團、京東、百度均有跌幅；家電股、體育用品股、濠賭股跌幅居前，餐飲股、黃金股、石油股、燃氣股紛紛走低，保險、銀行、券商板塊均表現低迷。 另一方面，歐盟計劃到2025年太陽能光伏發電能力增一倍，光伏板塊逆勢上揚，電力股延續昨日上漲態勢，農產品股、鋰電池部分活躍。
歐盟披露能源轉型細節促光伏股逆勢走強。行業消息面上，歐盟在週三披露 “REPowerEU”能源轉型計劃細節，其中提出了一項專門的光伏策略，提出到2025年將320吉瓦的太陽能光伏併網，這個數字較2020年翻一倍，而到2030年併網數量達到600吉瓦。根據歐盟自己的推算，如果要達到這個目標，未來數年，每年的裝機量至少要達到45吉瓦。歐盟還提出了一項“漸進式”的屋頂光伏立法，即到2026年所有新建公共建築和商業樓，在屋頂面積大於250平方米的背景下必須安裝屋頂光伏。
香港零售股普跌，隔夜美股消費零售股大跌。美國大型零售商最新發布的一系列令人失望的業績，加劇了投資者對經濟衰退的擔憂，隔夜美股迎來了拋售潮。美國第二大零售百貨集團塔吉特一季報“爆雷”， 昨日股價暴跌24.9%，昨日跌超11%的美國第一大零售商沃爾瑪，週三再跌近7%。
濠賭股集體下跌，花旗下調澳門5月博彩總收入預期。花旗發表報吿，將今年5月澳門博彩總收入預測從70億下調至45億澳門元。
持續獲北水青睞，協鑫科技(3800.HK)逆勢漲超7%。5月17日, 南向資金增持協鑫科技240.80萬股，錄得連續5日增持。截止當日收盤，港股通共持有公司454539.66萬股，佔流通股16.77%。另外，在5月11日-13日亦獲南下資金連續3日增持。
創科實業(0669.HK)大跌7%，市值跌破1800億港元。該股自去年底以來反覆受壓，主因是其主要客户來自北美，而市場擔憂美國經濟放緩。 近日，多家機構指出，創科實業股價走弱與市場對美國按揭貸款利率上升的影響有關。早前，興業證券對美聯儲加息對公司股價影響進行復盤。興業表示，美聯儲過往數次超預期加息導致創科股價短期急跌，歷時1-5個月最大回調30%。
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