熱點掃描 | 有色金屬股走強，南方錳業漲超6%
uSMART盈立智投8月6日消息，港股三大指數高開低走後維持震盪態勢，截至發稿，恆指跌0.45%，報26085.93點，成交額673.61億，國企指數跌0.62%，恆生科技指數跌0.18%，港股通淨流入32.79億。
航運板塊走高，截止10:55，東方海外國際漲超3%，太平洋航運、中運海發漲超2%，中遠海控漲超1%。此前天風證券表示，從集運運價、運量、運力等高頻指標看，短期集運需求旺盛，短期關注高景氣度的集運龍頭，中期關注受益於擁堵緩解的集裝箱港口。
有色金屬板塊表現強勢，截止10:55，南方錳業漲超6%，中信建投研報稱，7月以來電解錳價格持續加速上漲，爲近十年來最高水平；洛陽鉬業、贛鋒鋰業、中國鋁業均漲超4%，其中贛鋒鋰業擬84億元投建年產15GWh新型鋰電池項目；紫金礦業漲超2%，江銅漲超1%。
恆生科技指數成分股方面，芯片股繼續領漲大型科技股，截止10:55，中芯國際漲超3%，第二季收入環比升21.8%、同比升43.2%，毛利率達30.1%，高盛升其目標價12.9%；華虹半導體漲超3%，騰訊漲超2%，高盛將騰訊納入確信買入名單，百度、金山軟件漲超1%，小米、京東股價幾乎持平；阿裏跌幅不足1%，美團跌超1%，舜宇跌近2%，網易、b站跌超2%，快手跌超4%，此前一度跌超10%。
恆大系再度下挫，截止10:55，恆騰網絡跌超7%，此前恆大折讓6.43%向騰訊出售恆騰7%股份，恆騰股價兩日大漲近70%，中國恆大跌超6%，恆大物業跌超5%，恆大汽車跌近4%。
乳業股跌幅明顯，截止10:55，中國飛鶴跌超7%，澳優跌超5%，中國聖牧、現代牧業跌超4%，雅士利跌超3%，蒙牛跌超2%。消息面上，新華社發文：專家提醒警惕配方奶粉營銷影響母乳餵養。
醫藥外包股走弱，截止10:55，昭衍新藥跌超5%，藥明康德、藥明生物、泰格醫藥、康龍化成均跌超2%。
個股方面，截止10:55，比亞迪股份漲幅縮窄至2%，報道稱比亞迪或將向特斯拉供應“刀片電池”；華潤醫療急升逾8%，預期中期純利同比增長約80%；IGG跌超4%，上半年股東應佔利潤同比下滑44%。
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