港股午評：科網股暴動，恆生科技指數大漲4.52%，京東集團績後勁升10%
港股上午盤主要指數大漲，科網股暴力反彈，致恆生科技指數漲4.52%報6293點，恆指漲1.56%報25501點，國指漲2%報8992點。 南下資金半日淨流入25.72億港元，大市半日成交額為843億港元。
盤面上，大型科網股暴動，京東集團績後大漲10.1%，美團、快手大漲超9%，百度、騰訊、阿里巴巴皆大漲超4.5%；短視頻股、濠賭股漲幅居前，物管股、手遊股、教育股、石油股、生物醫藥股、金融股集體上揚，連續下跌的恆大概念股亦反彈，市場情緒回升明顯。 另一方面，燃氣股大跌，新奧能源下挫12.7%，近日強勢的電力股回調明顯，香港本地股普跌。
港股科技股集體大漲。隔夜中概股的連續第二日集體反彈，帶動今早港股市場科技股集體走強。另外，騰訊已連續三日進行回購操作。
國際油價大漲， “三桶油”集體走強。國際油價止跌反彈，布油昨日收漲5.52%報68.78美元，美油收漲5.47%報65.54美元。
濠賭股大漲，永利澳門、澳博控股上揚超10%。澳門新型冠狀病毒感染應變協調中心宣佈，自本週三(25日)凌晨起，經粵澳口岸出入境人士，由目前須持48小時內新冠病毒核酸測試陰性結果證明，放寬至須持7天內核酸陰性結果證明。此外，澳門7月入境旅客有78.94萬人次，較6月增加49.4％，按年升9.7倍。
京東集團-SW(9618.HK)大漲10.1%，二季度營收同比增26.3%，活躍用户新增3200萬。京東昨日發佈財報顯示，第二季度營收2538億元，市場預期2440.26億元，去年同期2010.54億元；淨利潤7.943億元，市場預期16.81億元，去年同期164.47億元；調整後每ADS收益2.90元，市場預估2.12元。截至2021年6月30日，京東過去12個月的活躍購買用户數為5.32億。截至2021年6月30日，京東過去12個月的活躍購買用户數達到5.32億，較去年同期淨增了1.15億，單季新增3200萬創下歷史最高增量。
績後獲投行扎堆唱好，特步國際(1368.HK)續升超7%。特步國際昨日午間公佈，上半年純利升72.0%至4.27億元，中期息11.5港仙。東吳證券指出，歸母淨利潤+72%，H2訂貨會需求旺盛。維持“買入”評級；浙商證券維持其“買入”評級，下半年或迎業績提速，五年戰略目標令人振奮；大和上調特步目標價至16.8港元，評級買入；瑞信上調特步目標價至17.6港元，評級跑贏大市，預計全年增長將達到20%以上。
新奧能源(2688.HK)大跌12.7%，績後遭大行唱空。新奧能源昨日宣佈，截至2021年6月30日止6個月，公司營業額412.32億元人民幣，同比增長30.72%；公司擁有人應占溢利37.65億元，同比增長39.8%；核心利潤增長18.4%至人民幣36.85億元；每股盈利3.34元。不過，瑞信隨後發表報吿，把新奧能源評級由“中性”下調至“跑輸大市”，目標價130港元。
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