<p>1 月 31 日周二，港股高开低走，连续第二日回调。早盘小幅高开后持续震荡下行。临近午盘，恒指、恒生科技指数、跌幅均扩大至超 1%。截至发稿，恒指跌 1.17%，恒生科技指数跌 1.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2cc6e491-61cf-445a-9af2-1f65249bc45b.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="1024" height="565" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2cc6e491-61cf-445a-9af2-1f65249bc45b.png"/></p>
<p><strong>盘面上，科技股多数下行，农产品、消费电子、互联网医疗跌幅居前，电池、黄金、汽车板块领涨。</strong></p>
<p>消息面上，昨日，恒生指数创下-2.7% 的大幅回调，摩根士丹利将下跌原因归结为：1）春节数据不及预期；2）美联储加息在即，投资者态度趋向谨慎。</p>
<p>同时，该行称，<strong>港股本轮下跌为重要投资机遇，鼓励投资者趁机抄底。摩根士丹利预计，随着中国经济恢复，地缘政治问题有所缓解，港股的投资回报依然好于临近衰退的美国市场。</strong></p>
<h2>科技股多数下行</h2>
<p>【10:00 更新】昨日暴跌的科技股今日早盘持续震荡下行，B 站、京东、腾讯等多股跌超 1%，百度、阿里跌超 0.6%。</p>
<p>【13:10 更新】舜宇光学科技跌超 5%，B 站、腾讯、京东均跌超 3%，阿里跌近 2%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/518fa865-9f2c-416a-8e0e-496656caa75a.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="766" height="850" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/518fa865-9f2c-416a-8e0e-496656caa75a.png"/></p>
<h2>互联网医疗板块回调</h2>
<p>【10:00 更新】平安好医生下挫逾 4%，叮当健康、阿里健康、京东健康等跟跌。</p>
<p>【13:10 更新】平安好医生跌幅扩大至近 5%，麦迪卫康跌超 8%，阿里健康、众安在线、京东健康等跟跌。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5a0ab2fb-eca5-48c0-8671-1492049d4501.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="770" height="426" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5a0ab2fb-eca5-48c0-8671-1492049d4501.png"/></p>
<h2>汽车股涨跌互现</h2>
<p>【10:00 更新】汽车股早盘高开，多股上行。华晨中国涨超 2%，理想涨超 1%；昨日逆市上涨的蔚来跌超 2%。</p>
<p>【13:10 更新】汽车股多股转跌，蔚来跌超 3%，长城跌近 2%，吉利跌超 1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/43b9ef32-47f2-472f-9195-d0486c13fc73.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="1016" height="898" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/43b9ef32-47f2-472f-9195-d0486c13fc73.png"/></p>
<p>消息面上，1 月 30 日晚，比亚迪发布 2022 年度业绩预告，全年有望实现净利润超过 160 亿元，同比增长逾 4 倍。</p>
<h2>锂电板块多股上行</h2>
<p>比亚迪股份涨超 3%，天能动力、天齐锂业涨超 1%，超威动力、赣锋锂业登跟涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c4c06eea-10db-4cd7-a810-8575217d73bc.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="768" height="686" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c4c06eea-10db-4cd7-a810-8575217d73bc.png"/></p>
<h2>黄金股涨幅居前</h2>
<p>紫金矿业涨超 1.4%，中国黄金国际、招金矿业、山东黄金登跟涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/cccd47b4-971c-49b7-9402-706c8a720202.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="DraggedImage.png" width="762" height="376" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/cccd47b4-971c-49b7-9402-706c8a720202.png"/></p>
<p>持续更新中...</p>


京东-SW

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腾讯控股

京东

腾讯控股(ADR)

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<p>科技股多数下行，农产品、消费电子、互联网医疗跌幅居前，电池、黄金、汽车板块领涨。</p>

港股高开低走，科技股低迷延续，B 站、京东、腾讯跌超 1%