<p>7 月 3 日周一，港股高开，三大指数集体拉涨，午后涨幅扩大。恒指超 2% 站上 19000 点，恒生科技指数大涨 3.66% 重回 4000 关口，国企指数涨超 2%。</p>
<p>截止收盘，恒生指数涨 2.06%，恒生科技指数涨 3.66%，国企指数涨 2.58%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a2d052e9-8575-49c8-aa0f-b729143fe07d.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="782" height="190" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a2d052e9-8575-49c8-aa0f-b729143fe07d.png"/></p>
<p>盘面上，大型科技股拉升，AI 概念强势，新能源汽车、无人驾驶等板块领涨，航空板块表现亮眼，医疗、房地产、医美等板块跌幅居前。</p>
<h2>科网股强势</h2>
<p>科网股表现强势，哔哩哔哩涨超 5%，百度、京东涨超 4%，阿里巴巴涨近 3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/cf64bcdf-8a75-4207-9654-625c6065d720.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="383" height="158" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/cf64bcdf-8a75-4207-9654-625c6065d720.png"/></p>
<h2>AI 概念强势</h2>
<p>AI 概念强势，美图大涨 14%，商汤一度涨超 7%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/54968ce7-ec2a-4a4a-b55b-e2e4a98fd5ab.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="362" height="165" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/54968ce7-ec2a-4a4a-b55b-e2e4a98fd5ab.png"/></p>
<h2>新能源汽车拉升</h2>
<p>新能源汽车板块盘初拉升，小鹏汽车涨超 16%，理想汽车涨超 8%，吉利汽车、<span>比亚迪</span>股份、蔚来等纷纷拉升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a3df61df-a617-4c5f-99a1-8d5d7572331c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="368" height="221" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a3df61df-a617-4c5f-99a1-8d5d7572331c.png"/></p>
<p>此前多个造车新势力公布 6 月销售数据，埃安继续保持 4.5 万辆，续创历史新高，理想首次突破三万，极氪汽车和创维汽车也表现不错，蔚来、小鹏环比恢复正增长，但同比依旧为负。</p>
<h2>特斯拉概念股走高</h2>
<p>特斯拉概念股走高，力劲科技涨近 10%，赣锋锂业涨超 3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/096ef6f6-0595-42ed-875c-52f40e80b39d.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="371" height="201" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/096ef6f6-0595-42ed-875c-52f40e80b39d.png"/></p>
<p>数据显示，特斯拉今年二季度生产与交付数据的同比涨幅分别达到了 85.5% 和 83%，这是特斯拉发展历程中新的里程碑。</p>
<h2>石油股震荡走高</h2>
<p>石油股震荡走高，<span>中海油田服务</span>涨超 5%，中国石油股份、中<span>石化油服</span>、<span>中国油气控股</span>、<span>中国海洋石油</span>等走高。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c674b44a-3014-4c5f-93ed-331daf1cb72f.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="366" height="227" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c674b44a-3014-4c5f-93ed-331daf1cb72f.png"/></p>
<h2>航空板块表现亮眼</h2>
<p><span>航空板块表现亮眼，中国国航</span>涨超 7%，南方航空涨超 8%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c245ef20-886b-4737-bfba-ba039303a439.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="359" height="118" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/c245ef20-886b-4737-bfba-ba039303a439.png"/></p>

南方两倍看多恒指

恒生指数

盈富基金

南方一倍看空恒指

特斯拉

<p>盘面上，大型科技股拉升，AI 概念强势，新能源汽车、无人驾驶等板块领涨，航空板块表现亮眼，医疗、房地产、医美等板块跌幅居前。</p>

港股 7 月 “开门红”：恒指站上 19000 点 恒科指飙升 3.66% 新能源车走强 小鹏大涨 16%

港股 7 月 “开门红”：恒指站上 19000 点恒科指飙升 3.66% 新能源车走强小鹏大涨 16%