<p>港股低开低走，截至午间收盘恒生指数、恒生科技指数均跌超 1%。</p>
<p><span id="hkstock_hkHSI">7 月 5 日，恒生指数</span>低开 0.31%，<span id="hkstock_hkHSTECH">恒生科技指数</span>低开 0.25%，随后震荡下行，截至午盘，恒指跌 1.38%，恒生科技跌 1.45%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1c38afab-423a-4550-af04-6d0a1bb128d9.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1024" height="317" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/1c38afab-423a-4550-af04-6d0a1bb128d9.png"/></p>
<p>盘面上，大型科技股普遍下跌，网易、百度跌超 1%，小米、京东、美团、快手均走低；内房股走弱，富力地产跌超 5%，融创中国跌超 4%；昨日领涨的生物医药股陷入调整；消费股走低，海伦司、九毛九跌近 4%；稀土等有色金属、汽车板块继续活跃锂电池股、内银股部分上涨。</p>
<h2>科网股普跌</h2>
<p>美团、京东跌超 2%，百度、腾讯、阿里跌超 1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7da37e27-87c6-4d7a-8027-317880633754.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="568" height="764" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/7da37e27-87c6-4d7a-8027-317880633754.png"/></p>
<h2>内房股走弱</h2>
<p>富力地产跌超 5%，融创中国跌超 4%，碧桂园、龙湖集团纷纷跟跌。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/db8c0768-05f1-4580-95f3-ede845de5bd5.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="690" height="674" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/db8c0768-05f1-4580-95f3-ede845de5bd5.png"/></p>
<h2>餐饮、消费股调整</h2>
<p>海伦司、九毛九跌近 4%，海底捞、呷哺呷哺跌超 3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a37d0fc1-054f-4e04-8993-bea75092ddc2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="708" height="820" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/a37d0fc1-054f-4e04-8993-bea75092ddc2.png"/></p>
<h2>稀土等有色金属股逆市走强</h2>
<p>金力永磁涨超 9%，中国稀土涨进 8%，中铝国际涨超 5%，中国铝业涨超 2%，洛阳钼业涨近 2%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bc12c57a-f12e-41d9-9d91-5c743da3d5c7.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="704" height="402" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/bc12c57a-f12e-41d9-9d91-5c743da3d5c7.png"/></p>
<p>中国商务部和海关总署 7 月 3 日宣布从 8 月 1 日起对镓、锗相关物项实施出口管制。有消息称，中国商务部将于周四会见两款矿物的主要生产商，讨论出口管制细节。</p>
<h2>部分汽车零件股继续上扬</h2>
<p>浙江世宝涨近 13%，耐世特涨超 3%，瑞丰动力等跟涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5d56a4fb-de51-495b-a885-8e323fb0476f.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="698" height="526" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/5d56a4fb-de51-495b-a885-8e323fb0476f.png"/></p>
<h2>生物技术股普遍回调</h2>
<p>加科思跌超 18%，腾盛博药跌超 5%，康方生物跌超 4%，百济神州跌超 3%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2a261907-0242-49b3-a1c4-ed7ff66aa645.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="692" height="716" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/2a261907-0242-49b3-a1c4-ed7ff66aa645.png"/></p>
<p>（持续更新中）</p>

盈富基金

恒生指数

南方一倍看空恒指

南方两倍看多恒指

<p>从盘面看，大型科技股普遍下跌，内房股、消费股下挫，昨日领涨的生物医药股陷入调整，稀土等有色金属板块继续活跃，锂电池股、内银股部分上涨。</p>

恒指午盘收跌 1.38%，内房股走弱，有色、汽车板块继续活跃