小智港股覆盤 | 7月6日
今日，港股三大指數集體下跌。截止收盤，恆生指數跌1.22%，報21586點。國企指數跌1.26%，報7545點。恆生科技指數跌1.23%，報4801點。市場約564只個股上漲，1105只個股下跌。成交額突破1412.53億港幣，和昨天同期相比增長15.2%。南下資金淨流出35.65億港幣。
盤面上，綜合消費服務板塊漲幅較前。建橋教育、新東方-S等多股漲超12%；澳洲成峯高教漲超11%；希望教育漲超9%；嘉宏教育漲超6%。建橋教育：2022/2023學年普通專升本錄取人數大幅增長；新東方系盤前大幅高開，新東方高開9.59%；希望教育尾盤漲超6%，教育行業底部反轉趨勢明朗，估值有望持續修復。
生物科技板塊大漲靠前。百濟神州漲超9%；歌禮制藥-B漲超6%；康方生物-B、騰盛博藥-B、聯康生物科技集團等多股漲超5%。百濟神州高開11.73%，自研藥PD-1刷新食管鱗癌3期試驗最長生存記錄；歌禮制藥漲6.46%，已遞交新冠口服候選藥聚合酶抑制劑ASC10的新藥臨牀試驗申請；交銀國際維持康方生物－Ｂ買入評級，目標價續看30.66港元；騰盛博藥-B漲超5%，近期公佈獲得VIR-3434開發和商業化權利。
化學制品板塊走高。華寶國際漲超25%；理文化工漲超12%；長安仁恆漲超6%；彩客化學漲超5%；聯洋智能控股漲超4%。華寶國際升近10%，進一步認購廈門國際銀行提供的金融產品，涉資人民幣12.3億元；理文化工漲11.28%，料中期溢利增長超50%。
能源設備板塊多數下跌。中海油田服務跌超7%；海隆控股跌超4%；珠江鋼管、華商國際海洋控股、中石化油服等多股跌超3%。中海油服漲超4%，油價或維持高位，油服裝備繼續維持高景氣度。
石油天然氣板塊多數下跌。中遠海能跌超11%；兗礦能源跌超7%；中煤能源跌超6%；絲路能源、冠軍科技集團等多股跌超5%。煤炭股走強，兗礦能源漲4.90%；中煤能源"18中煤06"將於7月6日付息。
航空板塊跌幅較前。中國國航跌超6%；中國南方航空股份跌超4%；國泰航空跌超3%；中國東方航空股份跌超2%。中國國航及深圳航空擬合共購買96架空客飛機；中國南方航空股份：累計已有101億元南航轉債轉換成A股股票；國泰貨機據報已恢復全線運行，股價午後升1%創一年半高。
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