港股午評：恒指跌0.59%，科技股疲弱，內房股繼續上升
格隆匯4月12日丨港股上午盤三大指數集體下跌，恒指跌0.59%，國指跌0.79%，恒生科技指數跌1.09%。南下資金半日淨流入21.64億港元，大市成交額為548億港元。
盤面上，大型科技股集體低迷大市承壓明顯，騰訊跌近4%，京東跌超3%，美團、快手、阿里巴巴均跌超2%，網易逆勢飄紅；昨日強勢的手遊股跌幅明顯，汽車股、餐飲股、蘋果概念股、重型機械股、濠賭股等熱門板塊齊跌。 另一方面，昨日大肆領升的內房股與物管股多數繼續上升，龍光集團2日累計升幅近15%，半導體股再度活躍，黃金股、石油股、電信股走強，中國電信、中國聯通均升超3%。
板塊方面
黃金股繼續走高，黃金價格再次突破2000美元。美元指數回落，逼近102關卡，黃金價格走高，兩日升幅超1%，重新站上2000美元關卡。花旗集團預計短期內金價將達到2300美元/盎司。花旗集團認為，黃金自年初以來已站穩腳跟，迄今為止的平均價格約為1895美元/盎司，而金價上升的原因是強勢美元走勢減弱，通脹隨着油價從高點回落而略有減弱。
港口及海運股普升，主要東西向航線運價指數已回升。據上海航運交易所發佈最新上海集裝箱出口指數(SCFI)，主要東西向航線運價指數已回升。航運巨頭長榮進一步指出，隨國際經貿關係變化，近期歐洲貨運量提升，而中國五一長假前夕出貨量可望提升整體貨運量，有助加強海運後市營收表現。中遠海控指出，近期集運市場部分主幹航線運價有所企穩，但挑戰及不確定性仍存在。
個股方面
中興通訊升超7%，年底推出支持大帶寬的ChatGPT的GPU服務器。中興通訊總裁兼執行董事徐子陽在2022年度業績説明會上表示，中興通訊內部研判ChatGPT是人工智能技術重大跨越式突破，公司已結合自身優勢開始重點投入，計劃今年底推出會支持大帶寬的ChatGPT的GPU服務器。徐子陽還透露，中興通訊會自研AI加速芯片，要降低整個推理成本，希望跟行業合作伙伴一起把大模型的想法落實到關鍵生產能力中。
瑞聲科技跌超14%，機構下調目標價。里昂發表報吿指出，根據其渠道調查，iPhone 15 Pro/Pro Max型號今年或沒有對虛擬按鍵升級，與市場預期不同，意味著iPhone並不需要兩個額外的觸覺振動器來實現虛擬按鍵功能。該行與市場原先預期虛擬按鍵升級將是瑞聲(02018.HK)今年的催化劑，惟相信目前或至少今年並不會出現相關情況。
華晨中國大跌超11%，注資14億重整華晨雷諾，年度營收腰斬。昨日晚公吿，擬向華晨雷諾注資13.6億人民幣，持股增至81.36%。資金將以集團內部資源撥付。日前公佈年度業績顯示，去年華晨中國綜合收入遭遇腰斬，淨利潤下滑四成。市場人士指出，公司目前業績陷入困境，擔憂向華晨雷諾注資13.6億造成不利影響。
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