港股午評：三大指數走低 恆生科技指數跌超2% 燃油車、汽配股走強
美股股指期貨開盤跳水，納指期貨跌1.36%。港股三大指數受影響走低，恆生指數跌1.38%，報20187.37點；恆生科技指數跌2%，跌破4100點；國企指數跌1.33%，報6928.97點。
科技股普跌，攜程、金蝶國際跌超4%，百度、美團、聯想、京東、嗶哩嗶哩跌超3%，阿里巴巴跌2%；小鵬汽車Q2營收指引68億-75億元，不及市場預期，新能源汽車和鋰電池股走低，小鵬汽車跌7.37%，蔚來跌6.19%，比亞迪跌5.62%，天能動力跌3.42%，比亞迪電子跌2.53%；博彩股普跌，金沙中國跌5.68%，美高梅中國跌4.16%；國常會決定階段性減徵部分乘用車購置税600億元，燃油車、汽車零配件股普漲，長城汽車漲7.78%，吉利汽車漲5.28%，五菱汽車漲5.17%，敏實集團、福耀玻璃漲超6%，東風集團和廣汽集團跟漲；煤炭、航運、電力股走強，兗礦能源漲超5.12%，中遠海能漲5.84%，海豐國際漲4.52%，華電國際、大唐發電漲超2%。
國常會決定階段性減徵部分乘用車購置税600億元 燃油車、汽車零配件股走強
國務院常務會議日前召開，進一步部署穩經濟一攬子措施，努力推動經濟迴歸正常軌道，確保運行在合理區間。會議明確，階段性減徵部分乘用車購置税600億元。汽車購置税優惠，是有助於汽油車而非電動車，因後者已經免除購置税。 瑞銀預期，長安汽車、長城汽車及吉利會是政策的潛在主要受惠者。燃油車、汽車零配件股普漲，長城汽車漲7.78%，吉利汽車漲5.28%，五菱汽車漲5.17%，敏實集團、福耀玻璃漲超6%。
新能源汽車、鋰電池股跌幅居前 小鵬汽車Q2營收指引68億-75億元 不及市場預期
小鵬汽車一季度營收74.5億元，上年同期29.5億元，市場預期73.72億元；第一季度淨虧損17.0億元，去年同期淨虧損7.87億元，市場預期淨虧損14.78億元；第一季度汽車總交付量達34,561輛，同比增長159%。小鵬汽車預計第二季度營收為68億元至75億元，市場預期為83.3億元。新能源汽車和鋰電池股跌幅居前，小鵬汽車跌7.37%，蔚來跌6.19%，比亞迪跌5.62%，天能動力跌3.42%，比亞迪電子跌2.53%。
博彩股普跌 據悉有澳門博企高層以股代薪以降企業短期負擔
澳門特區財政局公佈的中央帳目資料顯示，澳門首四個月博彩税收同比跌逾17%。而據澳門日報，早前已有投行預料博企面臨現金流短缺問題，最近有消息指有博企高層自願全部或部分減少今年剩餘時間的基本薪金，換取股票期權或限制性股票。有學者認為是減輕成本的方法之一，疫情下博企虧損嚴重。如巿場經營環境繼續惡化，不排除會再有博企跟隨或推其他類似安排減輕成本壓力。金沙中國跌5.68%，美高梅中國跌4.16%，銀河娛樂跌3.65%，澳博控股、新濠國際發展跌超2%。
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