<p>7 月 3 日週一，港股高開，三大指數集體拉漲，午後漲幅擴大。恒指超 2% 站上 19000 點，恒生科技指數大漲 3.66% 重回 4000 關口，國企指數漲超 2%。</p>
<p>截止收盤，恒生指數漲 2.06%，恒生科技指數漲 3.66%，國企指數漲 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>盤面上，大型科技股拉昇，AI 概念強勢，新能源汽車、無人駕駛等板塊領漲，航空板塊表現亮眼，醫療、房地產、醫美等板塊跌幅居前。</p>
<h2>科網股強勢</h2>
<p>科網股表現強勢，嗶哩嗶哩漲超 5%，百度、京東漲超 4%，阿里巴巴漲近 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 概念強勢</h2>
<p>AI 概念強勢，美圖大漲 14%，商湯一度漲超 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>新能源汽車拉昇</h2>
<p>新能源汽車板塊盤初拉昇，小鵬汽車漲超 16%，理想汽車漲超 8%，吉利汽車、<span>比亞迪</span>股份、蔚來等紛紛拉昇。</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>此前多個造車新勢力公佈 6 月銷售數據，埃安繼續保持 4.5 萬輛，續創歷史新高，理想首次突破三萬，極氪汽車和創維汽車也表現不錯，蔚來、小鵬環比恢復正增長，但同比依舊為負。</p>
<h2>特斯拉概念股走高</h2>
<p>特斯拉概念股走高，力勁科技漲近 10%，贛鋒鋰業漲超 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>數據顯示，特斯拉今年二季度生產與交付數據的同比漲幅分別達到了 85.5% 和 83%，這是特斯拉發展歷程中新的里程碑。</p>
<h2>石油股震盪走高</h2>
<p>石油股震盪走高，<span>中海油田服務</span>漲超 5%，中國石油股份、中<span>石化油服</span>、<span>中國油氣控股</span>、<span>中國海洋石油</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>航空板塊表現亮眼</h2>
<p><span>航空板塊表現亮眼，中國國航</span>漲超 7%，南方航空漲超 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>

南方兩倍看多恆指

恆生指數

盈富基金

南方一倍看空恆指

特斯拉

<p>盤面上，大型科技股拉昇，AI 概念強勢，新能源汽車、無人駕駛等板塊領漲，航空板塊表現亮眼，醫療、房地產、醫美等板塊跌幅居前。</p>

港股 7 月 “開門紅”：恒指站上 19000 點 恆科指飆升 3.66% 新能源車走強 小鵬大漲 16%

港股 7 月 “開門紅”：恒指站上 19000 點恆科指飆升 3.66% 新能源車走強小鵬大漲 16%