港股午評：恒指跌0.58%，電力股集體回吐，新冠藥概念股逆勢走俏
格隆匯5月23日丨港股三大指數上午盤高開低走，恒生科技指數跌0.25%，恒指、國指分別下跌0.58%和0.41%。南下資金半日淨流入18.88億港元，大市成交額為409億港元。
盤面上，大型科技股多數由升轉跌，快手績後逆勢升4.67%%，美團升1.58%，網易跌近3%，百度、京東、小米、阿里巴巴小幅走低；昨日領銜上升的電力股集體回吐，華能國際、華電國際均跌4%；高盛下調半導體龍頭台積電目標價及收益預測，半導體表現低迷，中芯國際跌近3%，黃金股延續跌勢，軍工股、體育用品股、航空股、內險股、內房股表現低迷。 另一方面，鍾南山料6月底新冠再現高峯，新冠藥概念股上升，開拓藥業升10%表現最佳，短視頻概念股多數上升，煤炭股中煤能源、中國神華皆有升幅。
板塊方面
鍾南山料6月底新冠再現高峯，新冠藥概念股上升，開拓藥業升超11%。消息面上，近日中國工程院院士鍾南山表示，基於seirs 模型的預測顯示，2023年新冠第二波疫情高峯發生在6月底，每週約6500萬人感染。
昨日大升的電力回吐。中銀國際發佈研究報吿稱，發改委上週出台輸配電價政策，該行認為這標誌着電力系統邁出了市場化改革的重要一步。准許成本+合理收益的輸配電價模式的確立，以及系統運營成本的傳導機制將有助於建立一個動態的電力系統，更好地應對高可再生能源比例所帶來的挑戰。
半導體普跌，中芯國際跌近3%。消息面上，高盛下調台積電目標價2.8%至新台幣615元，仍維持“買入”評級；理由是庫存調整週期慢於預期，需求復甦疲軟。報吿表示，鑑於2023年下半年主要來自智能手機和個人電腦的終端需求復甦疲軟，我們將台積電2023-2025收益預測削減3%-5%；將台積電2023年和2024年的資本支出預測分別下調至310億美元、270億美元。
個股方面
快手升約5%，Q1營收超預期+宣佈40億港元回購計劃。公司昨晚公佈業績顯示，2023年一季度營收252.2億元，同比增長19.7%，高於市場預期的246.2億元；經調整淨利潤達4200萬元，為上市後首次實現集團層面整體盈利。另外，公司還宣佈40億港元回購計劃。
美團連續第二日上升，機構稱在港外賣平台KeeTa比競爭對手更具價格競爭力。消息面上，美團正式在香港推出全新外賣平台KeeTa。目前，KeeTa同名獨立App已在各大手機應用商城上架，並於昨日早8時正式開啟服務。KeeTa在香港採取逐步擴區策略，人口密集的旺角及大角咀地區為落地首站，隨後將逐步拓展新區，計劃在今年以內完成全港覆蓋。 大和表示，美團攻港外賣平台KeeTa比Deliveroo及Foodpanda更具價格競爭力，加上年底前將覆蓋全港，重申“買入”評級，目標價205港元。 另外，美團將於5月25日(本週四)公佈業績。
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