港股午評：三大指數齊刷調整新低，醫藥類股繼續上漲
格隆匯10月17日丨港股上午盤低開低走，恆生科技指數一度跌至3.6%，午間收跌2.46%，恆指、國指分別跌1.13%和1.35%，三者均刷新調整低價。南下資金半日淨流入35.34億港元，大市成交額為513億港元。
盤面上，大型科技股跌勢不止，百度大跌超7%，快手、京東跌超4%，美團、騰訊跌超2%，阿里巴巴、網易、小米皆走低；汽車股持續大跌，“蔚小理”領銜走低；光伏股、體育用品股、餐飲股、手遊股、海運股、在線教育股、內房股與物管股等齊跌。 另一方面，軍工股逆勢拉昇明顯，上週五大漲的醫藥類股(藥品、醫療器械、中醫)繼續走俏，建材水泥股、銀行股止跌小幅反彈。
板塊方面
醫藥類股繼續走強，微創醫療漲超10%。消息面上，近期國家醫保局明確創新醫療器械暫不納入集採。中信證券研報指出，受集採預期利好政策集中釋放，貼息貸款以及醫藥板塊低配等因素影響，醫療器械和科研裝備估值逐步迎來重估。
海運股集體下跌，BDI錄得七週以來最差的一週。波羅的海乾散貨運價指數週五上漲，結束連續六個交易日下跌。波羅的海整體幹散貨運價指數上漲20點，或約1%，至1838點，該指數本週下跌6.3%，為8月底以來的最大跌幅。
汽車股再度下跌，“蔚小理”領跌。上週五中概汽車股大跌，拖累今早港股造車新勢力集體下挫。小鵬汽車、蔚來均跌超7%，理想汽車跌近7%。
個股方面
騰訊跌近3%向下逼近240港元關口，創2017年5月以來新低。騰訊近日加大回購力度，已連續3日單日回購超6億港元。自2022年8月19日以來，騰訊已連續39個交易日回購，共計5002萬股，耗資144.72億港元。騰訊年內累計回購次數已達76次，回購金額為244.85億港元。 另外還值得注意的是，知名投資者段永平在10月13日上午稱他再度出手以32.05美元買入10萬股騰訊ADR，耗資約2500萬港元。這是段永平年內第五次出手加倉騰訊。
李寧(2331.HK)一度暴跌超13%，時裝週設計奇葩引爭議。近日，李寧時裝週上的奇葩設計引爭議，被網友吐槽。李寧今日盤中股價一度大跌超13%至50.15港元，股價一度創今年5月底以來新低。截至半日收盤，李寧跌幅收窄至7.24%報53.85港元。
上海石化H股連續6日上漲，北水增持。上週五，南向資金增持上海石油化工股份318.40萬股，錄得連續3日增持。截止當日收盤，港股通共持有上海石油化工股份70873.60萬股，佔流通股20.26%。另外，公司將於10月26日董事會審議及批准第三季度業績。
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