熱點掃描 | 汽車股爆發，小鵬汽車大漲近11%
uSMART盈立智投8月2日消息，港股三大指數早盤出現“V型”反彈，截止發稿，恆指轉漲0.71%，報26145.67點，成交額673.72億，國企指數漲0.50%，恆生科技指數跌幅縮窄至0.09%，港股通淨流出17.23億。
汽車板塊衝高，截止10：42，小鵬汽車大漲近11%，公司7月交付8040輛汽車，同比增長228%；恆大汽車漲超6%，比亞迪漲超5%，雅迪、吉利均漲超2%，北汽、廣汽、五菱均漲超1%，長城汽車逆勢跌近1%。
半導體板塊延續火熱行情，截止10：42，中芯國際漲超5%，上海復旦、晶門半導體、華虹半導體漲超4%。
光伏板塊走強，截止10：42，福萊特玻璃大漲超14%，刷新歷史新高，公司與晶澳科技簽訂46.18億元光伏壓延玻璃銷售合約，預估總金額約46.18億元；洛陽玻璃漲超6%，彩虹新能源漲超5%，新特漲近5%，信義光能漲超4%，金風科技漲超3%。
恆生科技指數成分股方面，截止10：42，新東方在線漲超5%，網易漲超3%，網易雲音樂通過港交所聆訊；聯想集團漲超3%，盤初漲幅擴大至10%，預計公司上半年盈利不少於30億元人民幣，增長至少3.71倍；百度漲超2%，小米漲超1%，阿裏漲幅不足1%，快手、b站均幾乎持平；美團、京東跌近0.5%，騰訊跌超2%，同程藝龍跌超4%，京東健康跌超5%。
鋼鐵股下挫，截止10：42，馬鞍山鋼鐵股份跌超12%，鞍鋼股份跌超8%，重慶鋼鐵股份跌超7%，鐵貨跌超5%，西王特鋼逆勢漲超5%，公司發盈喜，預計中期由虧轉盈逾1.5億元。消息面上，中鋼協表示，接下來鋼價有望穩定在這一區間，但是鋼鐵企業成本上升，盈利空間將受到擠壓。
啤酒股繼續走弱，截止10：42，青島啤酒跌超4%，華潤啤酒跌超3%，百威亞太跌超2%。中金此前將百威亞太目標價下調14%，因爲公司海外表現由於疫情影響而略低於預期，行業估值中樞下移。此外，摩根大通表示，啤酒廠商的高端化進程會對短期營收造成負面影響。
餐飲股持續疲軟，截止10：42，九毛九跌超7%，海底撈、奈雪的茶跌超4%，呷哺呷哺跌近1%。
體育用品股走低，截止10：42，李寧跌超5%，特步、安踏均跌超4%，361度跌超2%。
個股方面，截止10：42，協鑫新能源逆市漲超5%，近日宣佈成立氫氣能源事業部；中廣核新能源漲超10%，將投資建設瓜州北大橋200兆瓦風電項目 與控股股東附屬訂立共享服務協議；微創醫療跌超1%，預期中期虧損擴大至約9000萬美元-1億美元。
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