港股午評：科技股震盪加劇，恆指探底回升漲0.12%，汽車走低明顯
格隆匯5月3日丨港股上午盤探底回升，指數漲跌不一。恆指漲0.12%，國指跌0.27%，恆生科技指數跌0.93%，盤初一度大跌4.3%。
盤面上，大型科技股震盪加劇，阿里巴巴、京東一度跌9%，午間分別收跌1.57%及4.22%，美團、騰訊皆由跌轉漲；家電股、教育股、內房股與物管股漲幅靠前，濠賭股、電力股、港口航運股、香港銀行股、煤炭股、餐飲股皆現普漲行情。另一方面，券商一季報業績失速，中資券商股齊挫，國際金價走低，黃金股大跌，汽車股下挫，“蔚小理”4月交付量環比均大跌。
濠賭股普漲，澳門4月份博彩收入勝預期。根據澳門博彩監察協調局公佈2022年4月份博彩收入26.77億澳門元，按年跌68.1%，創逾年半以來最低數額，券商花旗早前預測澳門4月博彩收入25億澳門元。
中資券商股普跌，券商一季報業績失速。數據顯示，一季度A股市場大幅震盪，證券行業的自營與經紀業務受到衝擊，券商一季報業績失速。截至4月28日，已有27家券商發佈了一季報。其中，營收同比下降的券商有22家，淨利潤同比下降的有23家。 權益市場行情震盪，使得2022年一季度鮮有券商維持業績增長態勢。有機構預計，4月上市券商母公司口徑單月整體經營業績或將繼續承壓。
汽車股下挫，“蔚小理”4月交付量環比均大跌。近日，造車新勢力陸續公佈4月份交付數據。4月受疫情和供應鏈影響，多地工廠及供應鏈出現停擺的情況，五家造車新勢力交付量環比均出現下滑，交付量均未過萬。其中，小鵬汽車4月完成9002台交付，同比增長75%；蔚來4月交付量為5074輛，同比下降28.6%；理想汽車4月交付4167輛理想ONE，同比下降24.77%。三家的月度交付量環比均大降，小鵬汽車環比下跌了41.6%，蔚來環比下滑49.18%，理想汽車環比下跌62.23%。
阿里巴巴(9988.HK)盤中翻紅，此前一度跳水大跌超9%。央視9:01發佈消息稱，勾結境外反華敵對勢力，馬某被杭州市國家安全局採取刑事強制措施，隨後，央視新聞頻道將“馬某”改為了“馬某某”。
匯聚科技(1729.HK)創歷史新高，近12個交易日飆漲75%。該股近期連續上漲，近12個交易日累計飆漲75%，在港股大勢的下跌中表現尤為亮眼。 此舉或許得益於立訊持股增至近71%，未來將加強合作給予想象空間。此外據悉，因為匯聚科技與立訊精密在產品、客户、市場方面的協同產生的是全新增量，這或會是匯聚科技產品導入立訊精密體系內最具彈性、增長速度最快的階段。
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