港股收評：三大指數全線收跌，科技股重挫，汽車股逆勢走強
今日，港股三大指數全線收跌，大型科技股重挫，致恆生科技指數大幅收跌2.28%報7712點，恆指跌0.59%報28143點，國指跌1.36%報10274點。大市成交額爲1653億港元，南下資金淨流出68.3億港元。
盤面上，科網股集體大跌拖累大市走低，教育股繼續下跌，家電股、鋼鐵股、電力股、藥品股、內房股、航空等多數板塊下跌。另一方面，汽車股弱勢行情中表現尤爲強勢，稀土、煤炭等能源股小幅走高。
具體來看：
科網股集體跌幅居前。百奧家庭互動跌超7%，騰訊控股跌超3%，雲遊控股、網龍、金山軟件、中芯國際等跌超2%，聯想、中興跟跌。
繼週末滴滴出行遭網絡安全審查並被要求下架後，網絡安全審查辦公室今日又對“運滿滿”、“貨車幫”、“BOSS直聘”啓動網絡安全審查。此外，市場監管總局日前對《價格違法行爲行政處罰規定（修訂徵求意見稿）》公開徵求意見，對於大數據殺熟現象，最高可處上一年度銷售總額5‰罰款。
教育股繼續下跌。天立教育跌超8%，睿見教育跌超5%，思考樂教育跌近5%，新東方在線和新東方-S跌超3%。
受維他奶影響，非酒精飲料板塊走弱。其中，維他奶國際跌近12%，鴻福堂、安德利果汁、康師傅控股等跟跌。
有色金屬板塊走強。贛鋒鋰業漲超12%，洛陽鉬業漲超9%，中國鋁業漲超4%，中國有色礦業、五礦資源、中國忠旺等漲超3%。
信達證券指出，市場逐步演繹中報行情，有色商品價格二季度環比上漲較多，在成本端基本穩定的情況下，業績環比提升較爲確定。預計銅礦及電解鋁企業二季度業績環比增加30%-50%，主要銅礦及電解鋁標的單季度利潤年化對應估值較低，估值優勢凸顯。
汽車股逆市大漲。長城汽車漲超6%，吉利汽車漲超5%，比亞迪股份、東風集團股份漲近5%，北京汽車、恆大汽車等跟漲。
中信證券表示，短期看，隨着汽車芯片供應改善與原材料價格趨於平穩，7月起行業有望逐步環比改善，當前機構在汽車板塊持倉佔比相對較低，配置性價比高。
南向資金今日淨賣出108.68億港元，其中，港股通（滬）淨賣出58.20億港元，港股通（深）淨賣出50.48億港元。
個股方面，專注於中國神經和外周血管介入醫療器械市場的歸創通橋-B上市首日漲幅超過40%，報60港元/股，總市值194.04億港元。該股全天成交33.42億港元，位居港股成交榜第四位，全天換手率48.53%。
平安證券研報指出，在美聯儲流動性盛宴進入下半場，且Taper信號釋放臨近的背景下，港股市場應更爲關注景氣。未來一段時間，偏低估值的高景氣領域的表現將顯著強於高估值板塊。由於內地固定資產投資拐點漸顯，出口增速也面臨一定的回落壓力，所以高景氣領域需要更爲細緻的挖掘。由於能源及部分商品、交運與文體娛樂等消費的高景氣度大概率可以延續，所以短期能源板塊、交運、紡服及文體娛樂消費可以加大關注度。而港股科技龍頭近期的低迷可能延續較長時間，這與盈利預期低迷和監管趨嚴有關，建議在港股科技板塊可以逢低吸納，着眼長期。
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