熱點掃描 | 週期股再爆發，醫藥股維持強勢
uSMART盈立智投5月10日消息，港股三大指數高開低走，現轉跌，恆生指數跌0.18%，報28558.17，成交額660.34億，國企指數跌0.38%，恆生指數跌0.39%。港股通淨流出26.52億。
恆生科技指數方面，截至11:00，明源雲大漲超10%，中金繼續看好明源雲雲端軟件業務；萬國數據漲超7%，金山數據、阿里健康漲超4%，祖龍娛樂漲超3%，小米漲超1%，騰訊在600元/股附近徘徊。美團大跌超8%，且跌幅持續擴大，已是連跌9天，累計跌幅約17%，消息面上，市監局稱立即對34家互聯網平臺開展中期督導，會對問題突出平臺企業重點檢查；聯想跌超3%，快手跌超1%，阿里、百度跌幅不足1%。
有色金屬板塊領漲大市，截至11:00，五礦資源、江西銅業漲超8%，中國鋁業漲超7%，中國有色礦業漲超6%，紫金礦業漲超5%，洛陽鉬業漲超4%，招金礦業漲超4%，贛鋒鋰業漲超3%。消息面上，LME銅價週五飆升至紀錄高位，其它有色金屬價格亦是接連上漲。
煤炭股表現強勢，截至11:00，蒙古焦煤大漲超16%，南戈壁漲超7%，兗州煤業股份漲超6%，中國神華漲超5%，中煤能源漲超4%。消息面上，4月以來，煤炭價格一路攀升。其中，動力煤期貨價格創出八年來的新高。焦煤今年也已有多輪提價。
醫藥股走強，截至11:00，復星醫藥大漲超17%，復星醫藥產業與BioNTech擬就新冠疫苗產品的本地化生產及商業化設立合資公司。國藥控股漲超6%，國藥新冠疫苗列入世衛緊急使用清單。康希諾生物漲超7%，康龍化成、四環醫藥漲超5%，開拓藥業、沛嘉醫療均漲超4%，藥明康德、再鼎醫藥、石藥集團均漲超3%。
石油股拉昇，截至11:00，中國海洋石油、中國石油股份均漲超2%，中國石油化工股份漲近2%。
餐飲股走弱，截至11:00，譽宴集團跌超10%，海底撈、呷哺呷哺、九毛九均跌超3%，其中海底撈已經腰斬。
在線教育股承壓，截至11:00，中國春來跌超7%，睿見教育跌超6%，新東方在線跌超2%。市場料監管機構將持續規管線上教育行業，今日，北京市市場監管局依法對作業幫和猿輔導兩家校外教育培訓機構，均處以警告和250萬元頂格罰款的行政處罰。
個股方面，截至11:00，赤子城科技跌超9%，此前作出澄清，指網傳“赤子城科技與字節跳動旗下流量平臺達成全線合作”訊息不實。青島啤酒漲超3%，中信證券看好啤酒板塊高端化下龍頭利潤改善的加速兌現。
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