港股午評：科技股下挫，恒指跌0.85%止步10連升，科指大跌2%失守4000點
格隆匯5月7日丨港股上午盤三大指數全線回調，恒生科技指數大幅走低1.98%並失守4000點關口，恒指、國指分別下跌0.85%及0.84%，恒指更是止步10連升行情。在市場連續上升後做多情緒稍顯謹慎。
盤面上，大型科技股集體下跌拖累大市行情低迷，網易跌4%，快手、美團跌近4%，百度、阿里巴巴、京東均跌超2%，騰訊跌1.6%；昨日強勢領升的高鐵概念股普遍回撤，廣深鐵路股份跌6%，濠賭股繼續昨日跌勢，互聯網醫療股、手遊股、餐飲股、半導體股紛紛下跌。 另一方面，國際油價反彈，“三桶油”逆勢上升，蘋果新品發佈會在即，蘋果概念股走勢活躍；光伏產業鏈價格維持低位，需求拐點加速到來，光伏股維持強勢行情，千億龍頭福耀玻璃再創階段新高。
板塊方面
國際油價反彈，“三桶油”逆勢上升。布油隔夜收升0.81%報83.63美元，今日再度升0.3%至83.58美元；美油隔夜收升0.74%報78.69美元，今日再度升0.36%至78.76美元。
蘋果概念股走強，蘋果新品發佈會即將召開。消息面上，蘋果公司將於今日(7日)晚上10點舉辦一場特別活動，預計將發佈新款iPad和Apple Pencil。光大證券表示，蘋果iPad業務有望伴隨新品發售迎來複蘇，對應公司指引下一財季iPad收入將實現同比雙位數增長。該行持續推薦果鏈標的高偉電子，建議關注舜宇光學科技、比亞迪電子、瑞聲科技等。
豬肉概念股普跌。國家統計局發佈4月下旬流通領域重要生產資料市場價格變動情況。據對全國流通領域9大類50種重要生產資料市場價格的監測顯示，2024年4月下旬與4月中旬相比，29種產品價格上升，20種下降，1種持平。其中，生豬價格為14.9元/千克，較中旬環比下降1.3%。
個股方面
美團跌近4%，南下資金連續7日減持。消息面上，據統計，南下資金已連續7日減倉美團，共計59.8304億港元。
太古地產連續2日回調，旗下太古廣場及太古坊首季租金下跌。集團公佈，截至今年3月底首季，香港整體辦公樓租用率93%，與去年底相同；其中，太古廣場及太古坊租金分別下降17%及13%。商場方面，太古廣場購物商場、太古城中心及東薈城名店倉出租率均達100%。今年首季，太古廣場購物商場零售銷售額跌1.2%，太古城中心的銷售額跌3.2%，東薈城名店倉的銷售額升6.5%。
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