港股午評：恆指跌0.58%，汽車股全線回調，生物醫藥股走強明顯
港股上午盤三大指數走勢分化，恆指跌0.58%報27801點，國指跌0.44%報10068點，恆生科技指數漲0.37%報7688點。南下資金半日淨流入12.56億港元，大市半日成交額爲797億港元。
盤面上，教育股大幅反彈領漲，生物醫藥股走強明顯，康寧傑瑞、金斯瑞生物科技均創歷史新高；醫美概念股再度活躍，煤炭股、餐飲股、啤酒股普遍上揚，海底撈升2.66%；大型科技股漲多跌少，快手、京東漲超2%，騰訊漲1%，美團跌近2%；近期強勢的汽車股、電池股大幅回調，港口航運股、光伏股、航空股、保險股等下跌明顯。
教育股拉昇，教育部闢謠“暑期託管變成第三學期”。教育部13日召開新聞通氣會，教育部基礎教育司司長呂玉剛爲“取消教師寒暑假”闢謠。呂玉剛表示“取消教師寒暑假”的說法沒有依據。另外，暑期託管服務主要面向確有需求的家庭和學生，並由家長學生自願選擇參加。
煤炭板塊走強，兗州煤業(1171.HK)大漲超8%。華西證券指，全國多地迎來夏季高溫，而全產業鏈煤炭庫存尤其是電廠庫存仍處低位，電廠即使7月有進口和長協儲備，要度過7/8兩月的旺季仍有較重的補庫任務。供給端來看，7月進口煤量的邊際增量或有限，而國內產量本週來看雖恢復至6月的水平，但仍暫無明顯的增產增供跡象。整體來看在需求支撐和電廠庫存低位的情況下，認爲除非政策直接壓制，短期動力煤價仍偏強。
復銳醫療科技(1696.HK)大漲12%再創新高。公司昨日公告稱，已完成收購上海復星醫療系統全部股權。天風證券研報指，整體來看，根據公司2021年上半年73%以上的收入增速遠高於2021年初公司業績指引中40%的收入增速，證明瞭公司各項發展戰略的落地能力，體現了公司產品在全球受歡迎程度超出預期。調高2021年全年及未來年度盈利預測，給予公司2021年PS爲7倍，對應目標價32.88港元，維持“買入”評級。
昭衍新藥(6127.HK)大漲逾12%有望挑戰高位。昭衍新藥獲摩根大通於07月06日在場內以每股平均價106.7081港元增持18.13萬股，涉資約1934.62萬港元。今年一季度淨利9335.73萬元，同比增長388.07%。美銀預計2021至2023年銷售額將達到15.63億、22.55億及31.55億元。
周大福(1929.HK)績後大跌超9%。美銀日前發研報指，周大福的股價由年初至今累升75％，該行將其評級降至中性，但上調目標價16%至19港元，相信集團的穩健增長預測已經反映，基於預期同店銷售增長放緩及利潤率壓縮，相信其未來12個月的股票上漲空間有限。
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