熱點掃描 | 芯片繼續逆勢大漲，中芯國際漲超10%
uSMART盈立智投7月27日消息，受科技股拖累，港股市場繼續疲弱，截止發稿，恆指跌0.74%，報25996.28點，成交額高達1052億，國企指數跌1.34%，恆生科技指數跌2.69%，港股通淨流出4.66億元。
芯片股延續強勢，截止10：42，中芯國際漲超10%，華虹半導體漲超9%，晶門半導體均大漲超8%，上海復旦漲超5%，ASM太平洋漲近4%。中金稱，展望三季度，看好全球半導體行業延續高景氣度，中遊擴產帶動設備支出增長，以及半導體產業鏈的國產化趨勢。
有色金屬板塊走強，截止10：42，五礦資源漲超14%，紫金礦業漲超9%，中國有色礦業漲超5%，中國宏橋、江西銅業漲超4%，中國白銀集團漲超3%，中國鋁業、招金礦業漲超2%；贛鋒鋰業逆勢大跌超5%。隔夜倫銅創兩個半月最大漲幅和六週新高；倫錫三日連創新高。
汽車股反彈，截止10：42，小鵬、吉利汽車均漲超5%，比亞迪漲超1%，小摩將比亞迪股份評級上調至超配，目標價250港元；長城汽車、北京汽車均漲超1%；恆大汽車、雅迪逆勢跌超5%。
石油股走高，截止10：42，中石油漲超4%，中石化漲超3%，中海油漲超1%。高盛重申中石油“買入”評級，預計油價將在第四季會再開始上升，預計布油將在第三及四季處每桶75美元及80美元，由於對油價看法積極，因此公司今月下跌13%，該行認爲是更進一步買入機會。
大型科技股繼續疲軟，截止10：42，萬國數據大跌超16%，阿裏健康大跌超14%，京東健康、美團、網易、衆安在線均跌超9%，嗶哩嗶哩、明源雲跌超8%，京東跌超5%，騰訊、阿裏跌超4%，百度跌超2%，小米跌近2%，快手轉跌超1%，盤初漲超6%。市監局等七部門聯合印發《關於落實網絡餐飲平臺責任 切實維護外賣送餐員權益的指導意見》，對保障外賣送餐員正當權益提出全方位要求。科技股繼續陷入被監管的恐慌中。
物管股繼續大跌居前，截止10：42，融創服務、雅生活服務均跌超11%，世茂服務、碧桂園服務均跌超8%，金科服務跌超7%，時代鄰裏跌超6%，新希望服務跌超5%，恆大物業跌超3%，保利物業跌超2%。
消息面上，7月23日，住建部官網公佈了《住房和城鄉建設部等8部門關於持續整治規範房地產市場秩序的通知》內容，要求對房地產開發、交易、租賃、物業等各個環節違法違規行爲進行查處，物業服務是其因城施策整治的重點項目之一。
生物技術股走低，截止10：42，再鼎醫藥跌超10%，百濟神州跌超9%，康諾亞跌超5%，藥明巨諾跌超4%，科濟藥業跌超3%，錦欣生殖、君實生物、昭衍、泰格醫藥、藥明生物均跌超2%。
個股方面，截止10：42，浪潮國際盈喜後漲超5%，預計中期淨利潤1500萬至3100萬港元；愛康醫療再跌超11%，上半年純利同比預降35%，遭高盛下調盈測；力勁科技漲超7%領漲特斯拉概念股，特斯拉二季度盈利創新高。
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