港股收評：恆指大跌1.8%，黃金、生物醫藥領跌大市
今日港股市場全天走弱，恆指一度跌超2%，創6月以來新低。截止收市，恆指跌1.82%，報23311點；恆生科技收跌3.35%，報7045.28點。大市成交額1172億港元。
數據來源：Wind
盤面上，題材股多數萎靡。前期強勢的紙業股、燃料電池股全線回落；航空股、軍工股、黃金股持續大跌，半導體、石油股、生物醫藥等普遍走弱；大型科技股全線走低，小米跌近5%，美團跌4.5%。地產股個別強勢，恆基地產逆勢漲1.24%領漲藍籌。
具體來看：
黃金及貴金屬板塊領跌大市，紫金礦業大跌8.6%，中國黃金國際、靈寶黃金、中國白銀集團等跟跌。近幾日，美元走強促使金銀價格下跌。隔夜倫敦金現收跌1.97%報1862.4美元，為連續第三日收跌，創7月23日以來新低。倫敦銀現今日盤中一度跌至21.655美元，亦創7月23日以來新低。
數據來源：富途
半導體概念跌幅居前，晶門科技、華虹半導體、中電華大科技、康特隆等紛紛跌超4%。
數據來源：富途
生物醫藥板塊全線飄綠，截至收市，啟明醫療、諾誠健華、亞盛醫藥跌超6%，復宏漢霖、歌禮制藥、開拓藥業等跟跌。
數據來源：富途
港股航空板塊連續下跌，6日大跌14%。美蘭空港跌近7%，南航跌超5%，中國國航續跌4.35%，5日累計下挫逾15%。A股航空股亦全線下跌。
數據來源：富途
近日歐洲疫情持續嚴峻，不排除限制外出的可能。目前中國仍面臨輸入風險，因此此前對航空運輸量穩步回升的估計可能過於樂觀，國際航線或長期趨於低迷狀態。另外，離岸人民幣昨日暴跌逾400點，人民幣的貶值亦對航空股產生消極影響。總之，航空股近期將持續受到全球疫情的發展影響。
紙業股集體回吐，業績上佳兼獲大行升目標價的玖龍紙業昨日大漲月13%後，今日下跌5.69%，陽光紙業跌超4%。
數據來源：富途
光伏概念相對強勢，受昨晚中概股陽光動力飆升11倍影響，陽光能源今日大漲近38%，卡姆丹克太陽能漲4.3%。
數據來源：富途
港股通個股方面，盛業資本、青島港漲逾5%，BRILLIANCE CHI、信義能源、青島銀行漲幅居前；東亞銀行、鷹君跌超11%，恆騰網絡、紫金礦業、JS環球生活跌幅居前。
數據來源：Wind
南下資金方面，今日淨流出1.33億港元，滬港通淨流出6.13億港元，深港通淨流入4.8億港元。
數據來源：Wind
華泰證券指出，弱美元下順週期資產與行業佔優，7月末起美元橫盤震盪，外資加配新興權益的邏輯受到挑戰，三大因素壓制外資流入幅度：1）美歐基本面趨勢反轉，美國疫情緩解疊加歐洲疫情惡化，2）美國大選的政策不確定性擾動加強，歷史上港股在政黨更迭的大選前後1個月內表現偏弱，3）中美關係進入高頻施壓階段，尤其是針對互聯網龍頭的壓制上升。短期市場突破震盪區間仍需上述三點風險“靴子落地”，關鍵節點為11月初大選與歐洲二次疫情拐點。
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