港股午評：三大指數齊跌，科技股走低，中資券商股逆勢大升
格隆匯5月9日丨港股上午盤三大指數集體下跌，恒指、國指盤中一度拉昇翻紅，最終下跌0.53%和0.56%，恒生科技指數跌1.17%表現最弱。南下資金半日淨流入23.28億港元，大市成交額為551億港元。
盤面上，大型科技股普跌拖累大市下滑，騰訊、百度跌近2%，快手、美團、網易、阿里巴巴皆走低；半導體股跌幅最為明顯，中芯國際下挫超6%，該股將於本週四發佈業績；醫藥類股全線下跌，體育用品股、軍工股、濠賭股、手遊股等多數下跌。 另一方面，受A股大金融股帶動，尤其是券商股影響，港股中資券商股在弱勢中升幅尤其亮眼，光大證券勁升近10%表現最佳，內險股、內銀股走勢分化，昨日強勢的石油股繼續上升。
板塊方面
中資券商股逆勢大升，機構指券商板塊估值和機構配置仍在低位，看好板塊機會。開源證券指出，券商一季報同比高增主要受益於自營投資改善，在經紀、投行和資管等業務復甦較弱（同比下降）的數據下，市場對一季報定價相對剋制。從4月數據看，交易量、基金新發和IPO均明顯改善，居民儲蓄向投資遷移或已開啟，當下券商板塊估值和機構配置仍在低位，看好板塊機會。盈利高彈性、大財富管理和金融科技類標的有望領跑。
“三桶油”逆勢上升，中海油再創歷史新高。昨日布倫特原油7月合約收升2.35%，報77.01美元/桶。Vikas Dwivedi等麥格理集團策略師的一份報吿中表示，異常長的煉油廠維護期結束以及OPEC+原油供應減少，應該會支撐油價到第三季度。
半導體下挫，中芯國際跌超6%。消息面上，中芯國際、華虹半導體將於本週四(4月11日)將發佈一季度業績。天風電子潘暕團隊表示，行業處於週期底部，不要對一季度和二季度兩家代工廠的財務信息抱有過高期望。中芯國際此前對一季度業績的指引謹慎。展望2023年一季度，中芯國際預計銷售收入環比下降10%-12%，毛利率在19%-21%之間。展望2023年，公司預計全年營收同比降幅為低十位數。
個股方面
零跑汽車盤中一度升超8%，4月交付位居新勢力第三位。造車新勢力已先後公佈了4月份的交付量，從公佈的數據來看，理想汽車的交付量超2萬輛，穩居造車新勢力交付量第一位。哪吒汽車的4月交付量超1萬輛，位居4月交付量第二位。值得注意的是，零跑汽車當月共計交付新車8726輛，超過小鵬汽車和蔚來汽車，位居新勢力交付第三位。
次新股綠竹生物-B(02480)再跌超10%，較招股價已跌超40%。據悉，綠竹生物是一家致力於開發創新型人類疫苗和治療性生物製劑，以預防和控制傳染性疾病，並治療癌症和自身免疫性疾病的生物技術公司。其產品管線包括三款臨牀階段的在研產品，包括核心產品LZ901，以及四款臨牀前階段的在研產品。目前LZ901尚處於二期臨牀，且預期2027年二季度完成三期臨牀。
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