<p>港股低開低走，截至午間收盤恒生指數、恒生科技指數均跌超 1%。</p>
<p><span id="hkstock_hkHSI">7 月 5 日，恒生指數</span>低開 0.31%，<span id="hkstock_hkHSTECH">恒生科技指數</span>低開 0.25%，隨後震盪下行，截至午盤，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>盤面上，大型科技股普遍下跌，網易、百度跌超 1%，小米、京東、美團、快手均走低；內房股走弱，富力地產跌超 5%，融創中國跌超 4%；昨日領漲的生物醫藥股陷入調整；消費股走低，海倫司、九毛九跌近 4%；稀土等有色金屬、汽車板塊繼續活躍鋰電池股、內銀股部分上漲。</p>
<h2>科網股普跌</h2>
<p>美團、京東跌超 2%，百度、騰訊、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>內房股走弱</h2>
<p>富力地產跌超 5%，融創中國跌超 4%，碧桂園、龍湖集團紛紛跟跌。</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>餐飲、消費股調整</h2>
<p>海倫司、九毛九跌近 4%，海底撈、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>稀土等有色金屬股逆市走強</h2>
<p>金力永磁漲超 9%，中國稀土漲進 8%，中鋁國際漲超 5%，中國鋁業漲超 2%，洛陽鉬業漲近 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>中國商務部和海關總署 7 月 3 日宣佈從 8 月 1 日起對鎵、鍺相關物項實施出口管制。有消息稱，中國商務部將於週四會見兩款礦物的主要生產商，討論出口管制細節。</p>
<h2>部分汽車零件股繼續上揚</h2>
<p>浙江世寶漲近 13%，耐世特漲超 3%，瑞豐動力等跟漲。</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>生物技術股普遍回調</h2>
<p>加科思跌超 18%，騰盛博藥跌超 5%，康方生物跌超 4%，百濟神州跌超 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>（持續更新中）</p>

盈富基金

恆生指數

南方一倍看空恆指

南方兩倍看多恆指

<p>從盤面看，大型科技股普遍下跌，內房股、消費股下挫，昨日領漲的生物醫藥股陷入調整，稀土等有色金屬板塊繼續活躍，鋰電池股、內銀股部分上漲。</p>

恒指午盤收跌 1.38%，內房股走弱，有色、汽車板塊繼續活躍