港股午評：恒指跌0.5%2萬點失而復得，內房股大肆回落
格隆匯4月13日丨受隔夜美股下跌影響，港股今日大幅低開，上午盤指數跌幅明顯收窄，恒生科技指數一度跌2.7%，午間收跌1.11%，恒指、國指分別跌0.5%和0.62%，恒指2萬點失而復得。 南下資金半日淨流入27.68億港元，大市成交額為618億港元。
盤面上，大型科技股低迷拖累大市走低，京東跌3%，阿里巴巴跌超2%，美團、網易、小米、百度皆有跌幅，騰訊逆勢飄紅；近日連續走強的內房股大肆下跌，融創中國復牌領銜下挫，碧桂園等均回落，建材水泥股、濠賭股、餐飲股、汽車股、半導體股等熱門板塊齊跌。 另一方面，藥品股逆勢走俏，中醫藥股方向領升，機構預計Q2油運公司業績有望大幅增長，港口及海運股普升，煤炭股、電信股、石油股部分走強。
板塊方面
內房股大肆回落，行業復甦持續性仍待觀察。中金公司指出，居民貸款的明顯反彈是消費和房地產恢復的必然結果，但是更重要的可能是信貸增長的持續性。該機構認為，居民貸款增長可能仍面臨反覆。從高頻數據來看，4月份地產銷量已經有所放緩，預計4月份居民貸款增量會再度回落。
港口及航運股普升，機構預計Q2油運公司業績有望大幅增長。國泰君安發佈研報稱，隨着對俄製裁執行，俄歐油運貿易“捨近求遠”驅動油運需求顯著增長，疊加中國煉廠開工率提升，下半年市場迎來超預期復甦。該行預計一季度油運公司業績將有望超市場預期。考慮VLCC運價自2月上衝並維持高位波動，且MR運價自3月開始回升，預計Q2油運公司業績料將大概率環比Q1大幅增長。
石油股走強，隔夜油價創今年新高。市場憧憬美國政府將要回補戰略石油儲備，國際油價連續第2天上揚，創下今年新高。隔夜美油升逾2%，報83.26美元/桶創五個月新高，布油逾十週高位。
個股方面
中集車輛盤中大升超14%，預計一季度淨利潤增239%至314%。中集車輛昨日盤後公吿，公司預計截至2023年3月31日止三個月集團合併歸屬於上市公司股東的淨利潤區間為人民幣42,201.5萬元至人民幣51,579.6萬元，比上年同期增長239%至314%；歸屬於上市公司股東的扣除非經常性損益的淨利潤預計盈利人民幣41,756.8萬元至人民幣51,134.9萬元，比上年同期增長303%至393%。
明源雲跌超6%續刷階段低價，年內累跌高達35%。瑞銀報吿指出，中國一季度住房銷售仍同比下降7%，由於樓市由一、二線城市領升，故銷售額超預期。個別低線城市的開發商3月應占銷售額同比下降50%，一季度銷售額降幅達38%。公司此前公佈的2022年股東應占虧損11.54億元，同比大增2.36倍。期內開工下降，數字化投入減少，公司收入下降。
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