港股午評：三大指數齊升，恒指重回2萬點，大金融股普升
格隆匯4月28日丨受隔夜美股上升影響，港股上午盤三大指數集體走俏，恒生科技指數一度升2.5%，午間收升1.43%，恒指、國指分別上升0.87%和1.07%，恒指重回2萬點上方。
盤面上，美科技股業績超預期股價大升，帶動港股科技股全線反彈，網易升超3%，騰訊、快手升超1%，阿里巴巴、美團、京東皆有升幅；家電股、乳製品股升幅靠前，海爾智家、蒙牛乳業績後走強明顯，大金融股(券商、保險、銀行)紛紛上升，昨日飆升的中國平安續升約2%。 另一方面，電力股跌幅較大，大唐發電績後重挫超9%，特斯拉概念股、航空股保險低迷，贛鋒鋰業跌超3%。南下資金半日淨流入14.35億港元，大市成交額為487億港元。
板塊方面
家電股強勢，海爾智家績後領升。中信建投研報認為，家電公司一季報陸續披露，部分公司表現較為靚麗，需求端與成本端積極變化正處釋放期。家電板塊擁有“相對更好的基本面”、“估值水平整體處於低位”、“公募基金配置少” 三大核心優勢，伴隨地產寬鬆與防疫政策優化的積極效果繼續釋放，家電有望延續板塊性的修復行情。從投資角度看，超配家電板塊將帶來超額收益。
博彩股普升，澳門3月酒店平均入住率升至77%。澳門統計暨普查局資料顯示，3月共有126間向公眾提供住宿服務的酒店，同比增加6間，可提供客房數目增加0.7%至3.9萬間。客房平均入住率同比上升46.3個百分點至77%。今年首季酒店平均入住率同比上升33.9個百分點至74.7%，住客增加96.3%至269.9萬人次，平均留宿時間則減少0.2晚至1.7晚。
個股方面
廣深鐵路股份大升逾14%，一季度淨利潤4.05億元、實現扭虧為盈。廣深鐵路發佈2023年第一季度報吿，實現營業收入61.46億元，同比增長22.96%；歸屬於上市公司股東的淨利潤4.05億元，上年同期為虧損3.98億元；歸屬於上市公司股東的扣除非經常性損益的淨利潤4億元，上年同期為虧損4.13億元；基本每股收益0.057元。
康龍化成升超8%，Q1歸母淨利潤同比增加39.81%。公司昨日盤後發佈23年第一季度業績，取得營業收入27.24億元，同比增加29.53%；歸母淨利潤3.48億元，同比增加39.81%；每股基本收益0.2952元。
贛鋒鋰業逆市跌3.66%，Q1歸母淨利潤下滑32%。該公司昨日披露2023年第一季度報吿，公司營業收入為人民幣94.38億元，同比增長75.91%；歸屬於上市公司股東的淨利潤為人民幣23.97億元，同比減少32.01%；歸屬於上市公司股東的扣除非經常性損益的淨利潤為人民幣21.39億元，同比減少31.07%；基本每股收益為人民幣1.19元。
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