港股午評：恆生科技指數跌近1%，科技股低迷，軍工股崛起
港股上午盤三大指數集體下跌，恆指跌0.2%報26374點，國指跌0.48%報9374點，恆生科技指數跌0.97%報6792點。南下資金半日淨流入27.41億港元，大市半日成交額爲808億港元。
盤面上，軍工股強勢崛起，中航科工、中船防務皆大漲超7%；此前持續低迷的餐飲股、濠賭股反彈拉昇，芯片半導體股、體育用品股、三胎概念股持續活躍，特步、滔搏皆漲超6%；大型科技股多數下跌，快手暴跌超8%，網易大跌超3%，騰訊、小米跌超1%，阿裏漲近2%。 另一方面，物管板塊跌幅居前，央媒點名電子煙，菸草概念股下跌明顯，光伏股、汽車股、手遊股普跌。
體育用品股再度走強。消息面上，國務院印發全民健身計劃。中信建投認爲，《全民健身計劃(2021—2025年)》出爐，利好運動服飾及健身器材板塊。2021年以來國內運動服飾行業景氣度持續提升，國產運動品牌憑藉產品力和國潮營銷，保持快速增長，重點關注運動服飾相關標的安踏體育、李寧、申洲國際等股。
半導體股走強，全球晶圓廠醞釀提價。據Digitimes，IC設計公司的消息人士透露，臺灣多家晶圓代工廠準備在2022年第一季度之前提高成熟製程的8英寸和12英寸晶圓報價，提價幅度至少爲5-10%。另據中國半導體協會，昨日有消息傳出，韓國三星電子透露有意調漲晶圓代工價格，由於三星晶圓代工主力在先進製程，其喊出要調升價格，業界認爲是開出晶圓代工先進製程漲價第一槍，也意味晶圓代工市場盛況從成熟製程一路延燒到先進製程。
央媒點名電子煙，菸草概念股普跌。圍繞着國民健康與未成年人身心健康的監管措施近日密集出現，繼教育、遊戲之後，8月4日晚，新華社刊發題爲《警惕電子煙流向未成年人》一文稱，雖然國家已明文規定各類市場主體不得向未成年人出售電子煙，但部分裹着“絢爛外衣”的電子煙依舊在向未成年人羣體滲透，一些潛藏的風險也值得警惕。
快手-W(1024.HK)暴跌超8%創上市新低，經濟日報點名網絡視頻行業亂象。經濟日報發文稱，網絡視頻行業的蓬勃發展令人矚目，其行業亂象同樣需要注意。對於網絡視頻行業亂象產生的原因，平臺運營企業尤需釐清內容與流量的因果關係，迴歸到“內容爲王”的正確價值取向上來。
心通醫療-B(2160.HK)再度跌超11%創新低。該股近日加速下跌，自7月底發盈警以來累計大跌36%。昨日公司公告稱心臟導管產品註冊申請獲批，但股價仍不止跌。此前公司中期虧損最多7300萬，於往績記錄期間，並無盈利並錄得淨虧損。
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