港股午評:科技股大幅回落,恆生科技指數跌5.6%
港股三大指數低開低走,恆指午間收跌2.38%報20988點,成交額917億港元,相對本週前幾交易日同一時段明顯下降;國指跌3.26%,恆生科技指數跌5.6%,南下資金淨買入14.6億港元。
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行業板塊普遍下跌,昨日暴漲的物管股大幅回落,金科服務、融創服務等多股跌幅在10%以上;汽車零部件板塊大跌,福耀玻璃跌10%;生物科技板塊亦大跌,藥明生物跌8%;航空貨運、家電、旅遊、餐飲等板塊跌幅靠前。石油及藍籌地產股活躍,信和置業漲4%、中國海洋石油漲3%。
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隔夜中概股回落,拖累港股科技股,嗶哩嗶哩午間收跌16%、明源雲跌13%、京東跌9%,美團、京東健康、阿里健康跌8%,網易跌7%、阿里巴巴跌6.5%。
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化肥股活躍,心連心化肥漲3.4%。眼下正值農忙時節,全國各地春耕備耕正有序展開。種植户搶抓農時,化肥需求上升。中央一號文件特別強調要牢牢守住保障國家糧食安全的底線,為此多部門推出了多項惠農政策,全力抓好糧食生產和重要農產品供給。此外,烏克蘭政府3月13日決定暫時禁止出口所有類型的化肥。烏克蘭為在戰爭期間維持國內肥料市場的平衡,政府決定實施化肥零出口政策,禁令涉及氮、磷、鉀化肥和複合肥料。
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紡織股強勁,天虹紡織漲8.6%。公司16日公吿稱,去年收入上升35.5%至紀錄新高達人民幣265億元;股東應占溢利增加419.3%至紀錄新高達人民幣26.9億元。中金研報指,公司2021業績符合預期,各業務實現快速增長。鑑於公司對於2022年產能擴充、面料銷售規劃超出該行預期,上調2022/23年歸母淨利潤預測值17%/42%至20.5億/21.5億元,予“跑贏行業”評級,目標價14.39港元。
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油氣股活躍,中國海洋石油漲3%。由於市場供需利空轉向利好以及美元指數顯著回落,國際原油期貨價格在隔夜市場上漲。截至當天收盤,紐約商品交易所4月交貨的輕質原油期貨價格上漲7.94美元,收於每桶102.98美元,漲幅為8.35%。5月交貨的倫敦布倫特原油期貨價格則上漲8.62美元,收於每桶106.64美元,漲幅為8.79%。
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