港股午評：科技股強勢，恆生科技指數大漲逾2%，快手上揚7%
港股上午盤三大指數全線大漲，科技股集體拉昇，致恆生科技指數漲2.21%報8217點，恆指漲1.14%報29210點，國指漲1.58%報10846點。南下資金半日淨流入31.97億港元，大市半日成交額為777億港元。
盤面上，大型科技股集體上揚，快手大漲7%，美團大漲4%，百度、京東、阿里巴巴均漲超2%，騰訊漲1.8%；銅、鋼鐵等有色金屬股走勢較強，受愛美客擬赴港上市影響，醫美股再度活躍，在線教育股延續反彈，啤酒股、家電股、電信股普漲，中資券商股盤中異動大幅拉昇，市場情緒一片向好；惟汽車股、風電股、航空少數板塊下跌。
醫美概念股集體大漲。愛美客擬赴港上市股價大漲，帶動A股醫美股集體走強。
教育股集體延續反彈，隔夜中概教育股集體收漲，帶動今早港股教育股集體走強。中信證券日前發佈的研報稱，中國需吸取日本70年代的經驗，立足國內實際，教育減負的重點或在於減少“內卷”，未來或從校內教育應教儘教與校外培訓合規引導兩方面着手。
美團(3690.HK)創近兩個半月新高，連續4天獲南向資金淨買入。6月24日上榜的港股通成交活躍股中，美團-W通過港股通渠道成交金額為20.66億港元，淨買入金額為8.62億港元，不僅如此，該股已連續4日出現成交淨買入，累計淨買入金額16.36億港元。美團創辦人、首席執行官王興在股東周年大會（AGM）表示，對社區電商的長期發展充滿信心，相信社區電商有很大的市場空間，可真正幫助集團進入商品電商和更廣泛的消費零售市場。
六福集團(0590.HK)漲10%創逾2年新高，業績超預期獲多家投行上調目標價。公司昨晚公佈截至今年3月底止2021財年業績顯示，下半財年收益及純利分別升11.8%及96.2%，均高於市場預期。2021財年下半年派息率高於81%，其中包括0.5港元的特別派息。2021財年全年股息收益率為6%。業績公佈後，高盛將其目標價由26港元提升至28港元；麥格理將其目標價由29港元升至36.9港元。
康寧傑瑞(9966.HK)7日連升30%破頂，市值超250億港元。華創證券指出，預計康寧傑瑞製藥2021-23年有望實現營收0.78/2.5/7.25億元，根據DCF測算，可得公司合理市值應為269.84億元，對應股價應為34.78港元，未來研發管線價值有望不斷提升，首予“推薦”評級。因自主研發能力強大，國信證券首予“買入”評級，並指公司植根於中國市場，並且具備通過海外臨牀和合作開發全球市場的潛力。
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