港股午評：恆科指跳水跌1.89%，鴻騰精密逆勢漲26%
格隆匯1月12日丨港股上午盤三大指數跳水轉跌，恆生科技指數一度跌近3%，午間收跌1.89%，恆指、國指分都跌0.33%和0.54%。南下資金半日淨流入11.31億港元，大市成交額為936億港元。
盤面上，大型科技股紛紛下跌拖累大市走低，快手跌超4%，騰訊、阿里巴巴跌超3%，美團、百度、京東均下跌，惟網易逆勢漲約5%；餐飲股跌幅居前，海底撈險守1200億港元，內房股與物管股下跌明顯，手遊股、家電股、電力股、教育股、航空股齊跌。 另一方面，汽車股多數上漲，比亞迪股份漲超6%表現最佳，石油股、豬肉概念股、銅業股走強，中糧家佳康大漲9%。鴻騰精密科技漲26%，郭明錤稱公司或取代歌爾成為AirPods新組裝廠商。
個股方面
汽車股走強，比亞迪漲6%創近4個半月新高。消息面上，2023年印度車展正在新德里郊區舉行，比亞迪(1211.HK)計劃大舉進軍印度電動汽車市場，比亞迪希望到2030年佔領印度電動汽車市場40%份額。比亞迪印度子公司高級副總裁Sanjay Gopalakrishnan指，比亞迪將在2023年最後一個季度推出其第三款電動車型，即海豹豪華轎車。公司去年推出了首款電動汽車Atto 3 SUV。而公司計劃今年銷售1.5萬輛。 此外，乘聯會發布2022年銷量數據及排名前十車企榜。比亞迪以186.3萬輛(批發量)超過一汽大眾的180.2萬輛，首次成為中國汽車市場銷量冠軍。2022年，比亞迪汽車憑藉新能源車實現彎道超車，乘用車累計銷售1862428輛，全年同比猛增155.1%；含子出口的11320輛在內，12月乘用車銷量234598輛，同比增長139.4%。
銅業股大漲，倫銅連漲5天創半年新高。消息面上，倫銅連漲5天，一度逼近9200美元，創逾6個月新高。高盛集團大宗商品分析師Currie預計LME銅價到2023年年底將達到11500美元/噸。
個股方面
網易一度漲7% 與央視合作搭建網絡春晚元宇宙分會場。網易宣佈，公司與央視網達成合作，調動網易雷火、網易伏羲、網易互娛AI Lab、網易區塊鏈等多個部門，集合數字孿生、區塊鏈、AI作畫、AI歌聲合成等技術，為網絡春晚觀眾搭建首個元宇宙會場，可實現萬人實時互動。
鴻騰精密直線拉昇大漲26%，郭明錤稱其或取代歌爾成為AirPods新組裝廠商。知名蘋果分析師郭明錤表示，最新調查顯示，鴻騰精密 (FIT) (鴻海集團子公司) 可能將取代歌爾，成為AirPods新組裝廠商並因此顯著受惠。下一代AirPods機種預計將在2H24或1H25大量出貨，包括低價版AirPods (Apple的目標是定價在99美元) 以及新款AirPods Max，組裝廠商包括立訊與鴻騰。
APOLLO出行高開低走跌6%，將以20.2億美元收購威馬汽車子公司。APOLLO出行今早在港交所公吿，將以20.2億美元收購WM MOTOR子公司，將透過以每股0.55港元配發288億股的方式進行結算。WM Motor即威馬汽車，成立於2015年，是國內新興的新能源汽車產品及出行方案提供商。
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