熱點掃描 | 光伏、鋼鐵股走強，醫療設備股承壓
uSMART盈立智投5月21日消息，港股三大指數漲跌不一，恆指跌0.30%，報28363.55，跌84.49點，其中大權重股騰訊跌超3%，拖累恆指超85點；國企指數漲0.45%；恆生科技指數漲1.21%；港股通淨流入17.89億。
恆生科技指數成分股方面，截至10:59，快手、平安好醫生、京東健康均漲超4%，快手下週一將公佈Q1業績，分析師預計日活量有望達到3億；比亞迪電子、華虹半導體均漲超3%，網易、京東、舜宇均漲超2%，百度、中芯國際漲超1%，阿裏、小米、美團漲幅均不足1%；騰訊跌超3%，一季度業績公佈，多家大行下調其目標價。閱文集團跌超3%，金山軟件、聯想跌超2%。
軟件開發板塊走強，截至10:59，家鄉互動漲超7%，百奧家鄉互動漲超5%，飛魚科技漲超2%。
光伏板塊維持此前漲勢，截至10:59，新特能源漲超6%，協鑫新能源漲超4%，信義光能、信義能源均漲超3%。消息面上，國家能源局正式印發《關於2021年風電、光伏發電開發建設有關事項的通知》。安信電新發布研報稱，和此前的徵求意見稿相比，保障性併網指標和戶用光伏補貼超預期。
鋼鐵板塊早盤持續拉昇，截至10:59，一改昨日頹勢，重慶鋼鐵股份漲超11%，昨日收跌11.11%，馬鞍山鋼鐵股份漲超4%，鞍鋼股份漲超3%。
物業板塊普遍走高，截至10:59，時代環球集團漲超7%，佳兆業美好漲超6%，世茂服務漲超5%，恆大物業漲超4%，碧桂園服務漲超3%，華潤萬象生活、時代鄰裏均漲超2%。
體育用品板塊造好，截至10:59，特步漲超5%，361度漲超2%，安踏、李寧均漲超1%。消息面上，國際奧委會主席巴赫承諾東京奧運會和殘奧會將如期安全舉行，而且將會向奧運會派出醫療人員，以緩解東京奧運會醫護人員不足的問題。
醫療保健設備走弱，截至10:59，復銳醫療科技跌超7%，春立醫療跌超4%，威高股份、康基醫療均跌超2%，微創醫療、沛嘉醫療、愛康醫療跌幅均不足1%。消息面上，國家藥監局表示，對醫療器械上市後監管風險會持續聚焦產品等整改。
個股方面，截至10:59，呷哺呷哺跌超7%，此前宣佈將行政總裁趙怡解職，因若幹子品牌表現不達預期；農夫山泉續漲超6%，昨日收漲4%；羚邦集團漲8%，公司向網易遊戲安排有關授權，以推出數字遊戲光‧遇小王子季特別遊戲版本。
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