港股午評：恆指基本平收，半導體板塊強勢，醫藥類股大跌
港股上午盤三大指數漲跌不一，恆指微漲0.01%報26206點，國指跌0.14%報9283點，恆生科技指數漲0.04%報6718點。 南下資金半日淨流入45.21億港元，大市半日成交額為843億港元。
盤面上，中芯國際績後大漲5%帶動半導體板塊上揚，近期下跌的旅遊股反彈領漲，手遊股、區塊鏈股、石油股、啤酒股、黃金、有色金屬股普漲，中海油拉昇漲3.69%；大型科網股漲跌各異，騰訊大漲3.6%，百度、京東漲超1%，快手大跌逾7%，網易跌1.56%。 另一方面，醫美、恆大概念股跌幅居前，官媒點名配方奶營銷，乳業股全線大跌，中國飛鶴重挫超7%；疫苗、藥品類股表現較弱，復星醫藥大跌近10%。
半導體板塊強勢，中芯國際(0981.HK)Q2業績亮眼且上調全年營收和毛利率目標。公司昨晚公佈，Q2營收13.44億美元，環比增21.8%，同比增43.2%，創歷史新高且大超市場預期。公司全年銷售收入成長目標和毛利率目標上調到30%左右。 公司為芯片製造國產替代核心標的，代表了中國大陸硅基半導體工藝製造的最高水平，具有極強的國家戰略地位，
官媒點名配方奶營銷，乳製品板塊大跌。新華社發文稱，在中國營養學會5日召開的2021年世界母乳餵養周主題研討會上，多名專家表示，配方奶粉營銷是影響孕產婦選擇母乳餵養的一大原因，需要加強對母乳代用品營銷行為的規範。
醫藥板塊集體大跌，復星醫藥重挫近10%。消息上，國藥集團中國生物官微8月4日發文稱，國藥集團中國生物楊曉明研究員團隊最新發現針對德爾塔變異株有效的單克隆抗體，中和活性IC50高達5ng/ml。這意味着，單抗對德爾塔(Delta)等新冠變異株有效，新冠肺炎治療有望迎來特效藥。
騰訊(0700.HK)反彈3.6%，知名投資人和機構開始強烈唱多做多。本週三，知名投資人段永平在其雪球賬號“大道無形我有型”中寫道，“今天買了點騰訊控股，再跌再多買些。”值得注意的是，段永平最開始買入騰訊或是在2018年騰訊大跌之時，此番又出手加倉騰訊，並表示再跌再多買些，在投資圈影響巨大。此外，8月5日，高盛更新了騰訊控股的評級，繼續維持了買入評級，目標價由906港元降至759港元，並將其加入了其確信買入名單。
大唐新能源(1798.HK)大跌13%，計提資產減值準備6億元。大唐新能源公佈，對截至2021年6月30日的應收款項、終止的在建項目及存在減值風險的固定資產等資產進行減值測試，根據結果擬對其中存在減值跡像的資產相應計提資產減值準備，涉及約6.03億元。其中，部分應收款項存在回收風險，故擬對應收款項計提減值準備約2.64億元。
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