港股午評：三大指數齊跌，汽車股走低，內房股再度活躍
格隆匯6月8日丨美加息預期升温疊加人民幣匯率持續走弱，港股上午盤三大指數集體下跌，恒生科技指數跌1.29%表現最差，恒指、國指分別下跌0.39%和0.75%，三者止步連續反彈行情。
盤面上，大型科技股全線走低，快手跌超3%，小米跌1.7%，美團、阿里巴巴、百度、騰訊跌超1%；汽車股、鋰電池股、特斯拉概念股紛紛下挫，長城汽車、比亞迪股份皆表現低迷；半導體股、手遊股、中醫藥股、濠賭股等熱門股普遍下跌。 另一方面，多家官媒預計房地產業6月或迎新政策出台，內房股再度活躍，建材水泥股聞風跟升，機構預期下半年油運價格企穩回升，港口及海運股反彈，料中期利潤翻倍，中煙香港飆升逾22%。
板塊方面
內房股集體上升，合景泰富升超10%，多家官媒預計房地產業6月或迎新政策出台。6月7日，證券日報引述易居研究院研究總監嚴躍進稱，4月份至5月份銷售數據不好的情況下，6月份的購房政策應該給予更多支持。整體上，後續政策寬鬆的預期會強化，預計6月份會有新的政策出台，而且部分政策工具可能超出過去的常規工具範疇。《中國經濟時報》6月6日發文指，業內預計中央和地方政府6月有望加快推進穩樓市政策的出台，進一步探索豐富的政策工具箱，以支持居民合理住房需求的釋放，修復市場信心和預期。其中，一線城市房地產限購等限制性政策調整值得關注。
汽車股集體走弱，小鵬汽車跌超3%，長城汽車跌2.5%，比亞迪股份跌2%，吉利汽車、蔚來、理想跌超1%。貝萊德於6月2日以每股均價8.0427港元售出長城汽車2,076.05萬股股份，價值約1.67億港元。
個股方面
料中期利潤翻倍，中煙香港飆升逾22%。公司昨晚發盈喜，預期截至2023年6月30日止六個月取得收入同比增幅不低於95%，及公司所有者應占利潤同比增幅不低於100%。原因是期間煙葉類產品進口數量有較大幅度增長，使業務收入及毛利錄得較大幅度增長；及跨境遊客數量逐步恢復，捲煙出口業務出現恢復性增長。
匯豐控股創近5年新高，美聯儲6月加息預期升温。匯豐控股一度升近1%至60.2港元，股價創近5年新高。加拿大央行加息後，期貨市場對美聯儲6月加息25個基點的押注升温，從一天前的22%變為38%，暫停加息的概率從78%降至62%，7月加息的概率高達70%。
攜程集團升超4%，Q1歸母淨利潤33.75億元，同比扭虧。該公司一季度淨營業收入92億元人民幣(13億元美元)，同比上升124%，環比上升83%，超過2019年疫情前同期；歸屬攜程集團股東的淨利潤33.75億元人民幣，2022年同期淨虧損為9.89億元，環比增長64.07%。
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